Search Suppliers

Quickly locate supplier profiles in the CGIC App—so you can verify contact details, review purchase history, or update vendor data without delay.

Overview

Enables you to find one or multiple suppliers using name, group, or other filters—so you can access their records, linked transactions, and performance metrics in seconds.

Prerequisites

• Supplier records exist under Buying > Supplier

1.0 Open the Supplier List

1. From the main menu, navigate to Buying > Supplier > Supplier List.
2. The list shows all active suppliers with columns for Name, Group, Currency, and Status.

2.0 Use the Global Search Bar

1. Click the search icon (🔍) at the top-right of the page.
2. Type part or all of the supplier’s name, code, or email.
3. Press Enter or click the matching suggestion to open the supplier profile.

3.0 Apply List-View Filters

1. Click Filter > Add Filter.
2. Choose a field to filter by, for example:
   • Supplier Group = “Raw Materials”
   • Currency = USD
   • Status = Active
3. Set the desired value and click Apply.
4. Combine multiple filters to narrow results further.

4.0 Sort and Export Results

1. Click any column header (e.g., Name, Currency) to sort ascending or descending.
2. To review offline or share with colleagues, click Download > CSV.