Grouping your vendors enables you quicker selection and creation of inquiries in regulated procurement scenarios. In order to create your vendor groups, you must first create your list of approved vendors.
Creating vendor groups
To create vendor groups, follow these steps:
- Click on the Vendors icon on the left-side navigation bar
- Click on the Groups in the sub-menu
- Click on the Create Group button
- Enter the name of your group
Selecting your groups' vendors
You have created a group for your vendors. Now it is time to import your vendors:
- On the far right side of the screen, you will find a link More, click on it
- Click Edit
- Select your desired vendors for your Group, from “My Vendors” side, by clicking on each vendor
- In this screen, you can also edit your Groups’ name.
- Confirm by clicking on the Vendors icon on the left-side navigation bar