Searching & Filtering Vendors
The vendor list page gives you tools to find any vendor quickly, whether you are looking for a specific vendor by name or browsing a filtered subset of your directory.
Text Search
Use the search bar at the top of the vendor list to search by:
- Vendor name -- Full or partial name matches.
- Contact info -- Email address or phone number.
- Tax ID -- Tax identification number.
Start typing and the list filters in real time.
Filters
Click Filters to narrow the vendor list by specific criteria:
| Filter | Options |
|---|---|
| Status | Active, Inactive |
| Priority | Critical, High, Medium, Low |
| Category | Any category tags you have assigned |
| Country / Region | Filter by vendor location |
Filters can be combined. For example, you can view all Active vendors with a Critical priority in the "Professional Services" category.
Column Customization
You can show or hide columns on the vendor list to display the information most relevant to you. Click the column settings icon to choose which columns appear.
Sorting
Click any column header to sort the vendor list by that column. Click again to reverse the sort order. Common sorting options include:
- Vendor name (alphabetical)
- Total invoiced (highest to lowest)
- Invoice count (most to fewest)
- Priority level
Saved Views
If you use the same search, filter, and column configuration frequently, save it as a view so you can return to it with one click.
- Set up your search, filters, and column preferences.
- Click Save View.
- Name your view (e.g., "Critical Vendors", "Inactive Vendors", "Office Suppliers").
- Access your saved views from the view dropdown at the top of the vendor list.
Create a saved view for your critical vendors to quickly monitor their invoice activity.
Learn More
- Searching, Filtering & Saved Views (Invoices) -- The same pattern applies to the invoice list.