Buying Groups Functional User Manual

Buying Groups

Buying Groups Listing

Buying Groups Action

Buying Groups Details

Click anywhere on a buying group row in the listing table to open the Buying Group Details page

Step 1: Click on Edit Icon

Step 2: Click on Drop Down Icon

Step 3: Select Vendor from list

Note: System does not allow (Disable) to edit Email Address, Phone Number, Website fields

Step 4: Click on Save

After save system will display vendor as selected

Contacts

Addresses

Members

Add

If select checkbox Add Members from Buying Group system will display another field Buying Group

Step 1: Click Buying Groups Drop Down Icon

Step 2: Select Checkbox as you want to add 

Step 3: Click Members Drop Down Icon

Step 4: Select Checkbox as you want to add (list display as selected buying groups)

Step 5: Click and select Start and End Date

Step 6: Click on Add Button

After add system will display in list

Click on Expand icon

Edit

Step 1: Click the Edit icon

Step 2: End GPO Member ID

Step 3: Click the Save icon OR Refresh for not save changes and disable edit

Note: System only allow to edit GPO Member ID

Delete

Step 1: Click the Delete icon next to the buying group name. 

Step 2: Click OK to confirm deletion or cancel to close the popup without deleting.

Import

Step 1: Click the Import button

Step 2: Click Browse File and select the file you wish to upload 

Note: Please read the upload guidelines carefully before proceeding 

Step 3: Click Upload Members to begin the import

After upload file system will display Eligible and Rejected Member(s) tab as per uploaded file data

Step 4: Click the Submit

 

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