Manage supplier groups

Organize your vendor base by grouping suppliers into logical categories—making it easier to filter, report, and apply shared settings in the CGIC App.

Prerequisites

• At least one supplier record exists under Buying > Supplier

1.0 Create a New Supplier Group

1. Navigate to Buying > Setup > Supplier Group > New Supplier Group

2. Enter:

   • Group Name (e.g., “Raw Materials”)

   • Parent Group (optional, for nested hierarchies)

   • Description (optional)

3. Click Save

1.1 Edit or Rename an Existing Group

1. Go to Buying > Setup > Supplier Group > Supplier Group List

2. Click the group name you want to modify

3. Click Edit, update fields, then Save

1.2 Assign Suppliers to a Group

1. Open the Supplier record under Buying > Supplier > Supplier List

2. In the Basic Info section, find Supplier Group

3. Select one or more groups from the dropdown

4. Click Save

1.3 Deactivate or Delete a Group

1. In Supplier Group List, click the group to open

2. To retire a group without losing history, check Disabled and Save

3. To permanently delete (only if no suppliers are assigned), click Actions > Delete