Table of Contents
Vendor Classification allows you to associate a specific Vendor with Tools, Fuel Entries, Service Entries, Work Orders, Parts, Purchase Orders, or Vehicles. This can help you to better track costs and generate Reports for your various Vendor relationships.
Add or Edit Classification
The Vendor Profile includes a Classification section where you may determine whether a Vendor should be available in the drop-down menu to associate with one or more of the records, according to record type.
The Classification designation is available when you Add or Edit a Vendor, checking the boxes for any entry types which may apply to the Vendor in question. The Classification fields are also available to set via Import.
TIP: Learn how to add or edit Vendors in the Vendor Overview and Vendor Import Guide articles.
Bulk Manage Vendor Classification
Fleetio also allows you to Add or Remove Classifications for multiple Vendors at once.
- Click Vendors in the Sidebar Navigation to view your Vendor Index.
- Vendor Classifications are shown as Tabs (a) at the top of the page allowing you to narrow your results to only that Classification or...
- Use the available Filters (b) to narrow the results shown
- Use the checkboxes to select the Vendors to modify.
- Click the Actions Drop-down Menu and select Update Vendors.
- In the Update Vendors pop-up, select the Classifications to update using the Field drop-down menu on the left (a), then choose Replace with and Yes or No using the Value drop-downs on the right (b).
- If you choose Labels in the Field drop-down, you can select Add to Existing and select the Labels to add using the Value drop-downs. Select Remove All Values to remove all Labels from the selected Vendors.
- To update multiple fields, click + Add Field and repeat the process for each.
- Click Continue to Review to review your changes, then click Update Vendor.
Using Vendor Classification
Fuel Vendors
Each Fuel Entry may be associated with a specific Vendor. The Vendor Name drop-down selection list appears in the Details section when adding a new Fuel Entry.
The Vendor list is limited to those with Fuel Classification. This helps to simplify the selection, offering only the appropriate choices instead of the complete Vendor list.
Service Vendors
Each Service Entry and Work Order may be associated with a specific Vendor. The Vendor drop-down selection list appears in the Details section when adding both new Service Entries and new Work Orders.
The Vendor list is limited to those with Service Classification. This helps to simplify the selection, offering only the appropriate choices instead of the complete Vendor list.
Parts Vendors
Each Part and Purchase Order may be associated with a specific Vendor.
- When adding new Parts, the Vendor drop-down selection list appears in the Purchase History section after clicking + Add Vendor.
- When adding new Purchase Orders, the Vendor drop-down appears in the Details section.
The Vendor list is limited to those with Parts Classification. This helps to simplify the selection, offering only the appropriate choices instead of the complete Vendor list.
Vehicle Vendors
Vehicle Vendors can be used in three different ways:
- Purchase Vendors (e.g. dealerships or private sale vendors)
- Lender Vendors (e.g. banks or loan institutions)
- Disposal Vendors (e.g. buyers or salvage operations) (coming soon!)
The Vendor list is limited to those with Vehicle Classification. This helps to simplify the selection, offering only the appropriate choices instead of the complete Vendor list.
A Purchase Vendor appears in the Purchase Details for a Vehicle. This is found in the Financial section when adding a new Vehicle.
A Lender Vendor appears in the Loan/Lease for a Vehicle. This is found in the Financial section when adding a new vehicle after choosing either the Loan or Lease option.
Tool Vendors
Each Tool entry may be associated with a specific Vendor. The Purchase Vendor drop-down appears in the Purchase Information section when adding new Tools.
The Vendor list is limited to those with Tools Classification. This helps to simplify the selection, offering only the appropriate choices instead of the complete Vendor list.
Vendors Created via Integration
New Vendors created from Fuel Entries originating via Fuel Card Integrations are automatically designated with Fuel Classification.
New Vendors created from Service Entries originating via Maintenance Shop Network are automatically designated with Service Classification.
Vendors which have been created via Integration will be designated in the Vendor List by the lightning bolt icon and indicator:
