Suppliers Managing their Categories

  • Updated

This article outlines how Suppliers on a Public Marketplace list or a Preferred Supplier List (if permitted) can view and update the Categories associated with their organisation.

Prerequisites

  • Audience: Supplier (e.g., Vendor Admin, Colleague).

  • The Supplier must be registered on a Supplier List.

  • For Preferred Supplier Lists, the list settings must be configured by a Super Admin or Panel Administrator to allow Suppliers to manage their own Categories.

Steps

  1. On the homepage, under Supplier Lists, select Manage categories.
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  2. You will see a list of all Supplier Lists you are registered on.

  3. Click the blue numbered button (e.g., 'x' of 'y') to the right of the relevant list to view or manage the Categories for that list.

    • Note: For lists where you cannot manage your own Categories, you will see a single number in the blue button.
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  4. On the next page, check the boxes for the Categories that best align with your areas of service.
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  5. Click Update to save your changes.

Results / Validation

Your selected Categories are now updated for the specific Supplier List.

Limits & Notes

  • Preferred Supplier Lists: If the list administrator has not allowed Suppliers to manage Categories, you will not have the option to select additional categories. In this case, you must contact the List Owner (found by clicking the organisation’s name) to request changes.

  • Vendor Admins and Colleagues: Both can manage their own Categories and Regions of Services for the lists they are on from their own accounts. Due to this, there are occasions when a Colleague does not have access to a Request/Tender that their Vendor Admin is invited to (and vice versa). This is because that user does not match the Request/Tender’s Category or Region of Service selections.

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