Buyer Groups are created by Community Administrators, to assign buyers for visibility and access to designated suppliers.
Most communities create a General buyer group, that contains all the suppliers that majority of buyers can purchase from. However, more specific buyer groups (e.g. I.T. or Facilities) can be created if the community desires to restrict specific suppliers to a selected group of buyers.
Buyers and suppliers can be assigned to more than one Buyer Group.
Access the Buyer Group Screen
To access the Buyer Group screen, go to the Administration module > click Users > select the Buyer Groups tab.
Add a New Buyer Group
To add a new buyer group, go to the Administration module > click Users > select the Buyer Groups tab > click +Add Buyer Group > a pop-up box will appear > in the Name field, enter the desired named.
In the Description field, enter optional information that will be viewed under the Description header on the Buyer Group view screen.
Once completed, select Save.
Edit Existing Buyer Group(s)
To edit an existing Buyer Group, go to the Administration module > click Users > select the Buyer Groups tab > locate the desired listed buyer group > select Edit > a pop-up box will appear > update the desired information > select Save.
Delete Existing Buyer Group(s)
To delete an existing Buyer Group, go to the Administration module > click Users > select the Buyer Groups tab > locate the desired listed buyer group > select Delete > a pop-up box will populate > select OK.
Assign Supplier(s) to a Buyer Group
To assign suppliers to an existing Buyer Group, go to the Administration module > click Users > select the Buyer Groups tab > locate the desired listed buyer group > select Suppliers > a pop-up box will appear > in the Available column, select the desired supplier > click the icon > the desired supplier will move to the Selected column.
Once completed, select Save.
Remove Supplier(s) from a Buyer Group
To remove suppliers from an existing Buyer Group, go to the Administration module > click Users > select the Buyer Groups tab > locate the desired listed buyer group > select Suppliers > a pop-up box will appear > in the Selected column, select the desired supplier > click the to add the supplier in the Available column > click Save.
Assign Buyers to a Buyer Group
To assign buyers to a Buyer Group, go to the Administration menu > click Users > locate the desired user > select Edit > a pop-up box will appear > in the Buyer Group field, add the desired Buyer Group > click Save.