Managing Supplier Groups

Manage your list of defined supplier groups using the supplier group manager.

• Group names must be unique.
• Suppliers can only be assigned to a single group.
• In order to manage supplier groups, you must be granted access to do so.
• You may be presented with a list of suppliers when deleting a group; said list will include all supplier records that will be affected by the action.

Creating a new supplier group

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Suppliers' section and find the item with the header 'Supplier Groups'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, click/press the 'New' button.
5. Enter the unique name of the group.
6. Click/Press the 'Save' button.

Updating and existing supplier group

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Suppliers' section and find the item with the header 'Supplier Groups'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and click/press the 'Edit' button.
5. Make the required changes.
6. Click/Press the 'Save' button.

Deleting a supplier group

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Suppliers' section and find the item with the header 'Supplier Groups'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and either:
   • Click/press the 'Down' arrow next the 'Edit' button and select 'Delete'.
   • Click/press the 'Edit' button and click/press the 'Delete' button once the record as loaded.
5. When prompted, click/press the 'Delete' button on the confirmation dialog.
6. If there's any suppliers in the group then you will be presented with an impacts dialog.
   Once you've reviewed the list of impacts click/press 'Continue'.