How to Use Filter Tags when Selecting Suppliers

  • Updated

Filter Tags help you quickly search and identify the most relevant Suppliers for your Request. You should use this feature when you are selecting Suppliers in the Request Wizard and need to narrow down the list based on specific criteria your organisation has defined.

Prerequisites

  • You must be creating a Request and be on the Select Suppliers step in the Request Wizard.

  • The Filter Tags functionality must be enabled for your organisation and activated for your Supplier lists.

  • You must have already selected your Categories and Supplier Lists.

Steps to Filter Suppliers Using Tags

  1. On the Select Suppliers step, locate the Filter Suppliers field above the list of Suppliers.
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  2. Click the filter icon on the right of the field to display the filtering options.
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    Select the option to select Supplier Filter Tags.

  3. In the pop-up window, select the relevant Filter Tags for your Request from the available list.
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    Optional: To ensure only Suppliers who possess all of the selected tags are shown, select the option for Suppliers to have ALL selected tags.

  4. Click Save Tags once you have made your selections.

Results / Validation

You will be returned to the list of Suppliers, which will now display only the Suppliers that match your filter tag selections.

What's Next / Related

Limits & Notes

  • Filter Tags are created and attached to Suppliers by the Super Admin or a Panel Administrator.

  • The tags are created at a whole-organisation level but are applied to Suppliers at the list level.

  • Tags are set up by your organisation to fit its own Supplier identification or categorisation methods.