Configure which vendors display in MineralTree

Audience: Accounting Manager, ERP Administrator

Summary: This guide explains how to configure vendor display settings in MineralTree. Note: This feature is available only for NetSuite users.

MineralTree allows you to control which vendors and their related entities appear in the application by managing vendor categories. When a vendor category is unselected in the Customer Admin Application, all vendors in that category—and their associated invoices, purchase orders, credits, and payments—will no longer display in MineralTree.

Steps to Manage Vendor Display

1. Open the Customer Admin Application.
2. Navigate to Settings.
3. From the Settings screen, review the list of vendor categories.
4. Select the categories you want to display.
5. Unselect any categories you do not want to display.

• Phone: 855‑672‑9669
• Email: mtsupport@mineraltree.com