Buying Groups Functional User Manual: Practical Guide for Sales Ops and Finance

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


NotesNote: 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







Click on Expand icon

















 
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