What is the Type field?
Use the Type field to choose how a B2B record is used in Pavilion.
The Type field controls whether the record appears in purchasing workflows, sales workflows, or both. This helps Pavilion B2B show the record in the correct workflows.
Choose the option that matches how you work with the business:
Vendor: A business you purchase from.
Customer: A business you sell to.
Both: A business you purchase from and sell to.
ℹ️ Note: Choose the Type carefully. This setting affects where the record appears in Pavilion B2B purchasing and sales workflows.
Set the Type when creating a record
Open the Customers or the Vendors tab.
Select New.
Complete the required information.
Select the correct Type option.
Select Save.
Update the Type on an existing record
Open the record you want to update.
Find the Type field.
Select the pencil icon.
Choose the correct Type option.
Select Save.
