Grouping supplier companies

To easily manage and group your suppliers you can create company categories. These allow you to group your suppliers in a relevant way to your company.

  1. On the left click Companies > Suppliers.
  2. Click on Add a Category.
  3. Enter the name of the group.
  4. Click Save.
A new group will be added to the list, which is displayed in alphabetical order. Now link your supplier companies to a group.
This feature is available on the plus plan & above and all editions.
Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk