Business Types
Section titled “Business Types”About Business Types
Section titled “About Business Types”Business Types categorize organizations you work with, such as vendors, suppliers, contractors, customers, and regulators. Standardized categories improve partner records, procurement workflows, and reporting consistency.
Business Types List (+)
Section titled “Business Types List (+)”
New Business Type Dialog
Section titled “New Business Type Dialog”
How to manage Business Types
Section titled “How to manage Business Types”Add a new business type
Section titled “Add a new business type”- Open Admin Portal → Settings → Reference Data.
- Find Business Types and click +.
- Complete the form:
| Field | Description | Required |
|---|---|---|
| Name | Label (e.g. “Third-Party Inspector”). | Yes |
| Override Name | Translated label. | No |
- Click Submit.
Update an existing business type
Section titled “Update an existing business type”- More (⋯) → Edit.
- Update Name or Override Name.
- Click Update.
Delete a business type
Section titled “Delete a business type”- More (⋯) → Delete.
- Safeguard: Deletion is blocked if the type is assigned to a business profile used in Procurement or Contacts.
Verification after changes
Section titled “Verification after changes”After creating, editing, or deleting a type:
- Confirm the Business Types table reflects the update.
- Check naming consistency and remove near-duplicate labels.
- Open a business/contact form and verify the updated type list is available.