Overview

Creating Vendor Categories can help you organize your list if you create many vendors in DoorLoop.

The Steps

Step 1

From the main menu, select Settings and click on the Vendor Categories button in the Related Lists section.

Step 2

Click on + Add Line Item link and type in a Tag Name for your new Vendor Category.

When you are finished, click on the green checkmark to save it.

Step 3

You can add more Vendor Categories by clicking on the + New Line Item link again.

Step 4

To edit a category, click on the pencil and pad icon to the right of the Tag Name.

Update the name and click on the green checkmark to save it.

Step 5

To delete a category, simply click on the red trash can icon on the right side of the line and then click it again to confirm.

Step 6

Once you have created, edited, or deleted your desired categories, click the X icon in the upper right corner of the Vendor Categories window to exist these settings.

Well done! Now you can categorize your vendors when creating them for searching and filtering purposes later.

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