Supplier Groups allow you to quickly select all of your suppliers in one category and add them to an RFx.
To create a Supplier Group, click on the Supplier Groups tab on the sidebar.
Click Add Group at the bottom of the Supplier Groups list.
Give your group a name that describes the supplier type.
Search for the suppliers that you feel fit your new group and select the check-box to include them. Click Add # when you have all the suppliers you need. New suppliers may be added at any time.
To remove a supplier from your group, click on the icon to the right to the email address.
You may want to share your group with other members of your team. Share for View will allow your teammates to see and use the group, but will not allow them to add or remove suppliers from the list. Share for Edit will give your teammates the ability to use and edit your group.
Pinning a group makes it visible on every RFx. Buyers should pin groups that they plan to use often by hitting the pin icon. Use the pencil to edit your group, and the trash can icon to delete it.
When you are building an RFx, you will be presented with your pinned supplier groups when you go to add suppliers to the request.
You can also add supplier groups you have not pinned using the Add Suppliers search feature.
Please don't hesitate to reach out to us at firstname.lastname@example.org if you have any questions.