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.
To create a group, from the "Hamburger Menu", access "iSource" > "Manage Users and Suppliers" and click on "Supplier Contact Groups"
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".
Indicate the desired Group Name and submit the information to create the group.
To add your Suppliers and team member to the group, click on "Edit" on the right side under the Action column.
Click on "Add Supplier Contacts" and "Add Internal Users" to create the group.
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.
To finalize the completion of the group, click on "Submit".
