Categories can help buyer teams organize suppliers into groups based on the companies needs. For some, grouping by materials or industries makes sense, for others it may be by supplier relationship or location, with RFQ it is up to you. Categories help you to quickly add all or some of the suppliers from a category to an RFQ.
Note: Add categories before adding supplier companies or contacts. Then you can include the category or categories on your supplier import file.
To manage categories
1) Click on the tab for "Suppliers"
2) Then, in the left side under "Manage" click on the link for "Categories"
3) The number in parentheses will tell you how many categories you've created
4) When you click on "Categories" you will see a list of all the categories you've created. The number in the main table under the "Companies" column will tell you how many companies are found in that category. Click the blue number in this column to see a list of companies in this category.
Create a New Category
1) Click on the tab for suppliers, and then in the left column click on the green plus sign next to categories
2) Enter the name of the category
3) Click the Create Category button
Edit a Category
1) Click the blue lightning bolt next to the category name
2) Select Edit
3) Update the name of the category
4) Click the Update Category button to save your name change
Delete a Category
Note: Deleting a category will not delete the companies assigned to the category.
1) Click the blue lightning bolt next to the category name
2) Select Delete
3) Click the OK button to confirm the deletion