Introduction
Pavilion B2B includes a Type field on vendor records to clearly define how each business relationship is used in the system.
The Type field determines whether a record is used for purchasing, selling, or both. This allows you to clearly separate vendors you purchase from and B2B customers you sell to, while still supporting businesses that act in both roles.
Each vendor record can be classified as Vendor, Customer, or Both, and Pavilion B2B uses this classification to control where the record is available across purchasing and sales workflows.
How to Locate the Type Field
When creating a new vendor record:
1. Open the Vendors tab and click New.
2. The Type field is available during vendor creation and can be selected before saving the record.
When editing an existing vendor record:
1. Open the vendor record you want to update.
2. Find the Type field and click on the pen icon.
3. Select the correct Type option and click Save to apply the changes to the vendor record.
Type Options Explained
Vendor
Use this option for businesses you purchase from. Vendor records set to Vendor can be selected in purchasing workflows such as those located in the Purchases tab.
Customer
Use this option for B2B customers you sell to. Vendor records set to Customer can be selected when creating B2B sales documents such as memos and invoices.
Both
Use this option when a business acts as both a supplier and a B2B customer. Records set to Both can be used for purchasing and selling.
How the Type Field Affects Pavilion B2B
The selected Type determines how the record is available across Pavilion B2B.
Vendor-type records are limited to purchasing workflows.
Customer-type records are limited to selling workflows.
Both-type records are available in all relevant purchasing and selling documents.
This field does not remove or modify existing data. It only controls how the record is used moving forward.
Summary
The Type field helps keep your Pavilion B2B data organized by clearly defining how each vendor record is used. Setting the correct type ensures vendors and B2B customers appear only in the workflows that apply to them, while still allowing flexibility for businesses that act in both roles.