Adding and linking supplier groups
A supplier group is a collection of suppliers. Supplier groups play a significant role in determining which employees can place orders with which suppliers and who may review the orders. This allocation is always based on supplier groups.
You can only place orders with a specific supplier if that supplier is assigned to a supplier group.
Adding and Managing Supplier Groups
In the Application Management / Procurement / Supplier Groups menu, you can add a supplier group. Click on 'Add' at the top of the overview. Provide a clear description under 'Name,' such as 'Medical Equipment' or 'Print Services.'
- By selecting 'Yes' for 'Always Review by Procurement,' the order requests for this supplier group will always be routed to the central Procurement department after passing through the authorization schema. Once approved by someone from the procurement department, the order requests will be sent to the suppliers.
- By selecting 'Yes' for 'Always Order by Procurement,' the order requests for this supplier group, where the order needs to be placed manually, will be directed to the central Procurement department for further processing.
If a supplier is linked to multiple supplier groups, and only one of these groups has any of the above settings set to 'Yes,' that setting will take precedence. In such cases, the orders will always go through the Procurement department before being placed.
Clicking 'Save' at the top will lead you to a page where you can link the desired suppliers to the group.
Linking a Supplier to a Supplier Group
You can only place orders with a supplier if they are linked to a supplier group. To place a specific supplier in a supplier group, navigate to the Application Management / Procurement / Supplier menu, click on the three dots on the right side of the overview, and choose 'Link to Supplier Groups':
You can place a supplier in multiple groups if desired.
Linking Roles to a Supplier Group
You determine which employees can order from which suppliers through the supplier groups. This is done by linking supplier groups to employee roles.
An employee can only order from suppliers within the supplier groups associated with their role(s).
From the Application Management / Procurement / Supplier Groups menu, you can link roles to a supplier group. By doing so, all suppliers from the group(s) become visible in the catalog of the selected requesters. Click on the three dots at the end of the row of the supplier group to which you want to add roles.
You'll now see an overview of roles per organizational unit. By checking the boxes next to the desired roles, you can link them to the supplier group. If the desired roles are not in this overview, they need to be added. This can be done through Application Management / Organization / Roles. Learn more about adding roles.
After selecting the desired roles, you can click 'Save' at the top. This will make the supplier group visible to employees with the chosen role(s).
From the supplier group overview, it's also possible to link suppliers and job profiles if this hasn't been done during the creation of the supplier group.
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