11699
Frequently asked Preference Group questions (FAQs):
Q: What is a preference group?
A: It's a curated list of suppliers that distributors can create in SAGE Workplace. Preferred suppliers are often prioritized when making purchases.
Q: How many preference groups can I create?
A: Up to 99
Q: Why are some of my preference groups locked?
A: If you are part of a corporate program such as PromoEQP, HALO, IPU, etc. their preferred vendor groups will show in your SAGE tools. Those will show as "Locked" since those are managed by those corporate programs.
Q: Can I change the priority order of my preference groups?
A: Yes. Custom preference groups can be arranged as needed in the SAGE Workplace Windows app by going to Tools | Settings | Preference Groups. You can drag and drop your custom groups in your preferred order as needed. Please note that Locked preference groups will remain priority, so those cannot be rearranged.
Q: How can I search using my preference groups?
A: Both the Product and Supplier Search pages have a search field for preference groups. You can search all groups or include/exclude selected preference groups.
Q: I added a supplier to multiple preference groups. How can I distinguish that supplier during searches?
A: Each group will have a color and a character label. The search results page and product detail pages will show a small square icon with that color and character. You can manage this in the SAGE Workplace Windows app by going to Tools | Settings | Preference Groups.
Q: Can my search results in SAGE Workplace automatically sort by my preference groups?
A: Yes! You can configure your sort options in the SAGE Workplace Windows app by going to Tools | Settings | Research | Sorting, and you can select to sort by Preference Group.
Q: Can I export my preference group lists?
A: Yes! You can export your lists from the SAGE Workplace Windows app by clicking on Reports | Supplier Preference Group List.
Q: Why can't I create a preference group in the SAGE Workplace Web app?
A: Having the ability to create preference groups in the Web app is on our list for a future update, so that it matches the Windows app. Please note that adding/removing suppliers from existing preference groups is possible in the Web app.
Q: I have a SAGE Website. Can I configure my website to use suppliers from my existing preference groups?
A: Yes! After logging into SAGEmember.com, you will need to go into PromoSearch Settings | Search Filters tab, and in the #2 setting (Apply the following supplier-based search restrictions to all product searches) you can check or uncheck the groups that you would like to use.
Q: Can the search results on my SAGE website be defaulted to sort by my preference groups?
A: Yes! After logging into SAGEmember.com, you will need to go into PromoSearch Settings | Product Display tab, and in the #6 setting, you can choose "Preference Groups" as the default sort method.
Please note that Preference Groups are shared within your company, so all users within your account will see changes made to each group.
| Type: | Info | Publish Date: | 4/10/2025 11:29:11 AM |
| Applies To: | Online, Mobile, WebExpress, WebExpress Pro, PromoSearch | Last Updated: | 4/11/2025 5:12:18 PM |
| Platform: | SAGE Workplace | Expiration Date: |