Vendor Groups

Vendor Groups let you organize your suppliers into meaningful categories — local versus international, product suppliers versus service providers, approved importers versus direct manufacturers. Once Vendors are grouped, you can filter your vendor list by segment, run group-level purchasing Reports, and optionally restrict each group to specific Product Categories.

Where to find it

Go to Master Data > Purchasing > Vendor Groups.

How to create a Vendor Group

1. Click New.
2. Enter a Name (e.g., Local Suppliers, Importers, Service Providers).
3. Optionally add a Description.
4. If Vendors in this group should only supply Products from specific Product Categories, enable Limited Product Groups and select the allowed Product Groups in the grid.
5. Save.

Assigning Vendors to a group

Open a vendor record and select the Vendor Group from the dropdown in the vendor details.

Tips

• Vendor groups appear as a filter on the vendor list — useful for quickly viewing all suppliers in a segment without a manual search.
• Combine vendor groups with product group restrictions to enforce procurement policies: for example, only your approved importers can supply goods in the Electronics product group.
• A vendor belongs to only one group at a time.

Related: Vendors · Product Groups · Purchase Orders · Vendor Bills