Supplier groups allow you to group suppliers together for reporting purposes and also for limiting a role by a supplier group this controls supplier visibility for admin tasks such as price approval.
📌 Notes:
Once created the supplier group will appear in the reports as a supplier.
The supplier group once created will be able to be connected to a role to apply restrictions to an users access.
Supplier groups need to be updated each time a new supplier is onboarded.
Create a new supplier group
Click the Admin Cogs along the top bar.
Click Organisation Administration then click Supplier Groups.
Click Create New Group.
Enter and select the following:
Title: choose a name that is clear to all users.
Currency: applicable only if you use multi-currency suppliers).
Select the suppliers using the check boxes.
Click Create.
Update an existing supplier group
Click the Admin Cogs along the top bar.
Click Organisation Administration then click Supplier Groups.
Locate the supplier group and click Edit to access.
Add or remove suppliers from the group by using the check boxes.
Click Update to save any changes.