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Sprint 121 (November 17th 2022)
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As part of the “Tender management” module the Supplier Groups will be added as sub-menu item to this module. From that page the buyer will be managing supplier groups by creating new groups, adding suppliers from the Database or from previous tenders.
How
Accessing Supplier Groups page
The Supplier Groups is part of the Tender Management and as such will be its sub-menu
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Create a new supplier group
In order to create/edit/delete a supplier group a new Organization security permission is introduced - Manage Supplier groups. Employees with this permission will see the CREATE GROUP button.
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A supplier group can be ether shared with the entire organization OR the person with the proper permission may create the group for themselves. Use Access right property to set it per group.
Please note, by default all organization employees will be able to access supplier groups with Access right = Organization.
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Add a supplier organization from the Database
The first option to find a supplier and add them to the group is to search by Supplier’s details.
Search is initiated as the user starts typing - at least 2 chars needed before we trigger the search
Keep the existing commonly used highlight functionality
Search logic:
First Seach in organization name
We assume all the info is public, no restrictions regarding the privacy
Next search in Organization’s registration number
Next search in First Name and Last name of the organization’s contact person
Next search in contact person’s e-mail
Add a supplier organization from the previous tender(s)
The second option to find a supplier and add them to the group is to search for suppliers from the previous tenders.
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Mark a group as favorite
There are several ways of marking/unmarking a group as favorite:
When mouse over the row in the list of the groups
Via 3-dots menu in the list of the groups
From the inner page of the selected group, next to the group’s name
By default all favorite groups appear on the top ordered A-Z, then we show non-favorited groups also ordered A-Z.
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Use the supplier group when inviting
The supplier gr