Vendor Group

Module Guide: Vendor Group

Module Location

Purchasing > Supplier > Vendor Group

Module Objective

The Vendor Group module is used to create and manage simpler and more flexible groupings of suppliers/vendors. Unlike Vendor Category, which has a hierarchical structure and accounting links, Vendor Group is typically used for reporting, filtering, or for applying specific business rules to a group of vendors.

1. Main View (Vendor Group List)

The main page of this module displays a list of all Vendor Groups that have been created.

View Explanation

This page is for viewing and managing all existing groups.

• Filter: You can search for a specific group using the search bar based on the Group Code.

• Group List: The table below will display a summary of each group, with columns for No., Group Code, and Group Name. In the example, there is one group "Lokal 1".

Button Functions

• New: The primary button to create a new Vendor Group.

2. Steps to Create a New Vendor Group

Step 1: Create a New Group

From the Main View, click the New button to open the Add Vendor Group form. 

Step 2: Fill in Group Details

On the form that appears, fill in the required details:

• Group Code: Enter a unique code for your vendor group.
  

• Group Name: Enter a descriptive name for the group.
  

Step 3: Save the New Group

Click the Save button to save the new group. The group will now appear in the Main View.

Tips & Important Notes

• Use Vendor Groups for flexible segmentation, for example, to group "Local Vendors", "Import Vendors", or "Strategic Vendors".

• After a group is created here, you can assign each vendor to the appropriate group in the vendor master data module.

• This grouping will help you filter data in various purchasing and analysis reports.