The following steps outline the process of creating supplier groups which are built by site or by department, to the individual suppliers that will belong to that supplier group.
Creating Ad hoc supplier group
Groups are created to hold the individual Ad Hoc suppliers these can be created per site, per department, or as a central pot available to all users and sites.
Click the Admin Cogs
icon along the top bar.
Click Suppliers, then click Manage Suppliers,
Click the Ad Hoc tab, then click Add Supplier.
Enter the full name and display name for the Ad Hoc supplier.
Locate the product creation section and use the check box to use purchaser categories.
Locate the price list section and using the list select sites that will be connected to the Ad hoc supplier group.
Set the supplier status to active.
Click Create.
Creating individual Ad hoc suppliers one by one
Click the Admin Cogs
Click Suppliers, then click Manage Suppliers,
Stay on the current tab and locate the Ad hoc supplier group and click the Brown Folder
icon to access.
Click Add Ad Hoc Supplier.
Enter and set the following:
Title.
Account code.
Company registration number.
VAT registration number.
Is active.
Click Create.
Creating individual Ad hoc suppliers on mass
Click the Admin Cogs
Click Suppliers, then click Manage Suppliers,
Stay on the current tab and locate the Ad hoc supplier group and click the Brown Folder
Click Export.
Leave column A blank.
Enter the suppliers name and account code in columns B and C as a minimum.
Save the file on your device and navigate back to Procure Wizard, from the same page click Select File and choose the file saved on your device.
Click Import.