Vendors can be grouped by one or more common attributes, which can be recorded in the profile or be external to the system. A vendor can belong to one or multiple groups. The Group button will bring up the Vendor Groups screen. Here you can create new groups or edit existing groups. A Group can be a very effective device for managing your business and enhancing BillQuick Online. Many BillQuick Online screens enable you to filter information by groups. You could group together vendors with the same bill rate and cost rate. It is worth a little time to create groups, because they can save a substantial amount of time down the road. For example, you can create a group of all vendors and label it All. The group of All vendors could be used in fee schedules for activities that have the same bill and cost rate for each vendor.
Vendor Group:
ID of the vendor group. Select one from the drop-down list.
Name:
Name of the vendor group selected above.
Available/Assigned Items:
Available vendors are in the left list box, while included vendors are in the right one. Arrowhead buttons between the lists move selected vendors back and forth.
Help:
Opens the BillQuick Online Help in the Vendor Groups section.
Print:
Opens a report in the Report Viewer, where you can preview and print the report.
Options:
Inactive:
Select this option to make the selected group as inactive. Inactive groups will not appear in the time and expense entry screens, nor will they be figuring in Project Control and Employee Control screens.
Include All:
Selecting this option includes all the vendors in the selected group. In addition, if this is left checked, any new vendors that are added to the database are automatically added to the selected group.
Show Active Only:
Mark the check box to view only active vendors in the Available Items list.
Save:
After you have completed entering or modifying vendor groups, click Save to save the information.
Delete:
You can delete an entire vendor group by filling in the Vendor Group ID and then clicking Delete.
New:
Click to open the New Vendor Group screen wherein you can add a new Vendor group into the BillQuick Online.
Return:
Closes the Vendor Groups screen. Be sure to click Save before closing to save your changes.