How to create a group of suppliers in iSource?
iSource offers the possibility to create your own Suppliers Contact Groups. This functionality is especially helpful during the collect stage to invite a specific list of suppliers to the tender as your recurrent suppliers will already be shortlised.
Please note that those group can be shared with team members.
STEP 1
To create a group, from the "Hamburger Menu", access "iSource" > "Manage Users and Suppliers" and click on "Supplier Contact Groups"
STEP 2
This will take you to a page where are displayed your groups and the one shared with you.
To create a new group click on "Create Group".
STEP 3
Indicate the desired Group Name and submit the information to create the group.
STEP 4
To add your Suppliers and team member to the group, click on "Edit" on the right side under the Action column.
STEP 5
Click on "Add Supplier Contacts" and "Add Internal Users" to create the group.
STEP 6
Each tab will take you to a display where you can select Suppliers / Internal users accordingly.
Search is made easier with filters as well as standard search functionalities.
Once suppliers/Internal users are selected, click on "Add" at the bottom of the page.
STEP 7
To finalize the completion of the group, click on "Submit".
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