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  4. Manage suppliers groups

Go to the calendar icon in the main menu and click on the word Agenda.

manage suppliers groups - menu

 

 

 

Open the supplier assignment window by clicking on the vehicle icon of a booking, or right click and select Assign vehicle.
Then select the ‘Suppliers’ option

manage suppliers groups - options

 

 

 

Click on the gear in the upper left.

manage suppliers groups - gear icon

 

 

 

The list of your groups and the vehicles for each group is shown.

manage suppliers groups - list

 

 

 

On the left side you see the suppliers from the Default group, while on the right you see all the others.
To open or close the list of suppliers of a group, click the arrow beside the name.
To change the name of the group or delete it, right-click on it (or hold, on a tablet) and select the corresponding word.  You can only delete empty groups and you cannot delete the default.

 

To move a supplier to a different group than its current one just drag it to the new group.
To copy a supplier and also keep it in the original group press CTRL while you are dragging.
A copy is recognizable by the asterisk after the name, and, different from the original, can be deleted by selecting the word Delete from the menu that open when you right-click (or pressing the button, on a tablet.)

 

To add a new group, click + at the top and choose a name.

 

When the window is closed, the page must reload.

manage suppliers groups - reload window

 

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