Setting Up a Minority Owned Vendor

In some cases, a vendor is minority owned. Follow these steps to add a minority type and indicate that a vendor is minority owned:

  1. Open the Minority Types form.
  2. Select Actions > New.
  3. Specify a name and description for the minority type.
  4. Save the new record.
  5. Open the Vendors form.
  6. For a new vendor, follow the steps in Entering a Vendor Record to create a new vendor.

    For an existing vendor, filter for the vendor you want to mark as minority owned.

  7. On the Contacts tab, select Minority Owned.
  8. In the grid, select the Minority Type for the vendor.
  9. Specify a Minority Certification Number.
  10. Select an Expiration Date for the certification.
  11. Save the vendor record.
Related topics
Entering a Vendor Record