Manage supplier groups

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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

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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

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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

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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