If you need to limit which suppliers a user see's when accessing Procure Wizard including price approval and reporting. This can be achieved by creating and assigning a supplier group to the role.
📌Notes:
This will limit which suppliers are visible when exporting reports.
This will limit which prices can be approved and will overwrite the setting in the role to approve all prices.
The supplier group needs to be manually updated when new trading relationships are established.
This will impact all users assigned to the role.
Create the supplier group
Click the Admin Cogs
icon along the top bar.
Click Organisation Administration, then click Supplier Groups.
Click Add Supplier Group.
Enter a title and select the suppliers to be in the group.
Click Create.
Attach the supplier group to the role
Click the Admin Cogs
Click Organisation Administration, then click Roles.
Locate the role and click the Edit
icon to access.
Stay on the details tab and locate the restrict supplier section.
Use the list titled supplier group to select the required supplier group.
Click Update to save the changes.