Supplier groups

From the Supplier groups tab, you can create and manage supplier groups. A supplier group allows you to create a group of suppliers that you commonly invite to the same event. Once created, you can invite the group of suppliers to the event, saving time from having to select each supplier individually.

Access list of supplier groups

You can access a list of supplier groups defined for your organization.

1

From the menu, select Administration.

2

Select Supplier groups tab. Supplier groups - column descriptions

The left side of the list provides a list of supplier groups defined for your organization.

Column	Description
Group	Displays the group name.
Share	This option allows you to make the group available to other users in your organization. You can select if you want the group shared for viewing or editing. Once select, a label displays letting you know if you Shared for view or Shared for edit.
Pin	This option allows you to pin a group to the top of the Suppliers list on your events, making it easier to select.
Edit	This option allows you to edit your group.
Delete	This option allows you delete your group.

After you select a group of the left side of the screen, the right side of the screen displays information about the suppliers assigned to the team.

Column	Description
Supplier	Displays the supplier's name.
Email	Displays the email of the contact at the supplier.
Delete	This option allows you to remove the supplier from the group

Search groups

You can search for groups using the Search bar. Click the Cancel button in the search bar to view the complete list again.

Create a group

To create a new group complete the following:

1

Click Add Group. The create team window displays.

2

Enter a Name that describes the supplier type for the group.

3

Click Create. The group is created.

Add suppliers

To add suppliers to a group, complete the following:

1

Select a group.

2

Click Add Suppliers to Group. The Add suppliers to group window displays.

3

Search for suppliers and then select the check box for each supplier you want to add to the group.

4

Click Add. The selected suppliers are added to the team.

Remove a supplier

1

Select a group.

2

For the supplier to delete, click delete . A warning message displays.

3

Click Delete.

Share a Group

If you want the group to be available to other users in your organization, you can share it.

1

For a group line, click the Share button. The group displays in edit mode.

2

Select an option:

• Share for view: Other users can view your group and use it to invite the group of suppliers to their events.

• Share for edit: Other users can view your group and use it to invite the group of suppliers to their events, and they will be able to edit the group, including adding or removing suppliers.

Pin a group

To make it easier to select a group from an event, you can pin it so you can quickly select it from Commonly used groups section of the Suppliers list on events.

• For a group line, click the Pin button. You can now select the group the Suppliers list.

Edit a group

After you have created a group, you may need to edit it.

• For a group line, click the Edit button. The group displays in edit mode.

Delete a group

After you have created a group, you may need to delete it.

1

For a group line, click the Delete button. A confirmation message displays.

2

Click Delete. The group is deleted.