Guided Buying is a Marketplace shopping feature that categorizes suppliers by customizable commodity tags.
To learn more about Guided Buying you can watch this video or continue reading below.
| Note: Community Management, Community Supplier Administrator and Community Administrator roles can perform the task of adding Guided Buying groups. |
This feature allows you to tag suppliers by any category you choose and is fully customizable by going to Administration module > Settings > Management > Guided Buying.
Here you can add any Collections you would like to appear under Guided Buying. This is optional, and if you do not list any Collections, this section will not appear in the Marketplace. You also have the option to Edit, Delete, or change the order of your collections on this page.
On the Create Collection Page you will be able to name your collection, and add relevant supplier tags. Additionally, you have the option to add additional content that will appear at the top of the page once inside a Collection (a URL can be added in this section). You can also Enable or Disable the Collection in the marketplace by using the Visible on Marketplace button.
One image can be added to each collection with a maximum size of 2MB. The file format must be either JPG or PNG. Once uploaded, it will appear below any content from the Text Box and you have the option to add a URL to the image, in case a user clicks on the image. (All collection links will open in a new tab).
To help support collections, Supplier Tags can be viewed on the Order Export. The Export will show the Tags at the time of the Order.
Creating an RFQ from a Collection
You can select a Guided Buying group of suppliers for an RFQ, by going to the Marketplace module > Purchasing
Request Quote > Enter all required fields with a red asterisk and click Continue
Select “+ Add Supplier” > Select the drop down arrow in the guide buying field > Choose the desired supplier(s) and click Add
Attach desired documents and select Continue > Review supplier invite verbiage and select Continue > confirm information and select Finish.