Searching supplier records
A quick start guide to the Suppliers area.
Search
The suppliers area also allows users to search for suppliers using a variety of filters; they can then group the results based upon various supplier details.
Search for suppliers:
- By their assigned groups.
- By their assigned status.
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By their location; town/city, county and country.
- Location data is gathered from your supplier records.
- By their list of assigned documents.
Group supplier search results:
- By their status.
Permissions
When searching for supplier records, users will only see results for the supplier records that they have access to.
Access is determined based upon whether a user has been granted permissions to view or update any part of supplier records.