Rackbeat Supplier Group

This guide explains how to create a supplier group in Rackbeat and notes that they do not transfer over the interface from Rackbeat to Netvisor.

CONTENTS

• Supplier group
• Creating a supplier group

Supplier group

Supplier groups can be found in Rackbeat by going to Purchases > Supplier Group. New supplier groups do not transfer over the interface from Rackbeat to Netvisor, so these must be added manually to Netvisor if needed, and the desired suppliers should be assigned to the correct group in Netvisor.

Creating a supplier group

When you create a new supplier, you will automatically be asked to associate it with a supplier group. Grouping suppliers is both efficient and convenient, for example, for reporting purposes. The guide below will walk you through creating supplier groups.

1. Select "Purchases" from the top menu.
2. Click "Supplier Groups" in the menu.
3. Click "Create New" in the upper right corner.
4. Enter the name and (optional) number for the supplier group. Note! If you leave the "Number" field empty, Rackbeat will automatically generate a number.
5. Click "Create New Supplier Group" to finalize.

 

Keywords: Rackbeat supplier group

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