Supplier Groups Creation

Supplier Groups Creation

Managing Supplier Groups


Organize and merge suppliers into groups to streamline your workflow and improve usability. You can create Private Groups (visible only to you), Public Groups (visible to all logged-in users), and set a Default Group for quick access.


How to Create a New Group

  1. Click the Plus (+) button at the bottom of the Group Bar.


  1. In the dialog window that appears:
  • Name: Enter a name for your group.


  • Public: Check this box to make the group visible to all users. (If left unchecked, the group remains Private).


  • Default: Check this box to set it as your default group. (Default groups automatically appear first when adding suppliers to a new RfQ).



How to Add Suppliers to a Group

  1. Select the supplier(s) you want to group.


  1. Click the Add to Group button.






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