# 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 <a href="#accesslistofsuppliergroups" id="accesslistofsuppliergroups"></a>

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

1.

{% stepper %}
{% step %}
From the **menu**, select *Administration*.
{% endstep %}

{% step %}
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 |

{% endstep %}
{% endstepper %}

**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 <a href="#createagroup" id="createagroup"></a>

To create a new group complete the following:

{% stepper %}
{% step %}
Click **Add Group**.\
The create team window displays.
{% endstep %}

{% step %}
Enter a **Name** that describes the supplier type for the group.
{% endstep %}

{% step %}
Click **Create**.\
The group is created.
{% endstep %}
{% endstepper %}

### Add suppliers <a href="#addsuppliers" id="addsuppliers"></a>

To add suppliers to a group, complete the following:

{% stepper %}
{% step %}
Select a group.
{% endstep %}

{% step %}
Click **Add Suppliers to Group**.\
The Add suppliers to group window displays.
{% endstep %}

{% step %}
Search for suppliers and then select the check box for each supplier you want to add to the group.
{% endstep %}

{% step %}
Click **Add**.\
The selected suppliers are added to the team.
{% endstep %}
{% endstepper %}

### Remove a supplier <a href="#removeasupplier" id="removeasupplier"></a>

{% stepper %}
{% step %}
Select a group.
{% endstep %}

{% step %}
For the supplier to delete, click **delete** .\
A warning message displays.
{% endstep %}

{% step %}
Click **Delete**.
{% endstep %}
{% endstepper %}

**Share a Group**

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

{% stepper %}
{% step %}
For a group line, click the **Share**  button.\
The group displays in edit mode.
{% endstep %}

{% step %}
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.
  {% endstep %}
  {% endstepper %}

### Pin a group <a href="#pinagroup" id="pinagroup"></a>

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 <a href="#editagroup" id="editagroup"></a>

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 <a href="#deleteagroup" id="deleteagroup"></a>

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

{% stepper %}
{% step %}
For a group line, click the **Delete**  button.\
A confirmation message displays.
{% endstep %}

{% step %}
Click **Delete**.\
The group is deleted.
{% endstep %}
{% endstepper %}