Configuring Supplier Preference Groups in SAGE Workplace Windows app

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Issue:

How do I define my Supplier Preference Groups in SAGE Workplace Windows app?

Solution:

SAGE Workplace Windows app provides you with the ability to set up and modify predefined groups (i.e. Apparel suppliers or Drinkware suppliers) so that there is no need to add them individually from search to search. These groups have descriptive labels and include only the suppliers you choose.


Naming your Supplier Preference Groups
1. Open SAGE Workplace Windows app (update if prompted).

2. At the top of the SAGE Workplace Windows app window, click on the "Tools" menu and then click on "Options".

3. On the top row of buttons, click on the second one from the left labeled "Preference Groups".

4. There are three boxes that will need to be filled out on the Preference Group page. The Name of the Group, Label Character(either a letter or number), and finally the color of the Preference group for in your Products and Supplier Searches. Click on the "OK" at the bottom of the window to save your changes. Otherwise, click "Cancel" to exit without saving your changes.


Defining Your Supplier Preference Groups
Supplier Preference Groups are not defined by adding suppliers to a list, but rather by going to a supplier's individual listing and adding that supplier to a specific Preference Group.

1. Open SAGE Workplace Windows app (update if prompted).

2. Click on "Supplier Search" in the left column.

3. Using any criteria find the supplier that you would like to add to a Preference Group and select it to enter the listing for that supplier.

4. On the Supplier Information detail screen, click on the last tab at the top labeled "My Supplier Info".

5. The system will default to the first tab labeled "Personal Info".

6. Approximately two-thirds of the way down the screen there is a menu labeled "Pref. Group".

7. Choose which Preference Group you would like the supplier to be added to from the drop-down list. All changes will be saved automatically.

More Information:

Preference Groups with a Primary Group(I.E PEQP, ASB, AIA)  supersede all other created groups and cannot be edited.

For Preference Group frequently asked questions (FAQs), check out KB11699

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