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Settings

Selecting Resource Categories for a Supplier

You can link a supplier to one or more resource categories so that you can easily search for suppliers that provide resources in a category.

To Select Resource Categories for a Supplier

1.
From the Site window, select the Purchasing view and then the Suppliers tab.
2.
Select the Suppliers tab. By default this tab lists the suppliers for the site.
3.
Select the supplier whose resources need to be changed and double-click to open it.The Supplier window appears.
4.
Select the Resources view.
5.
Make sure that editing is enabled.
6.
Select the Resource Categories tab. This tab lists the current categories that are linked to the supplier.
7.
To add a category, click Browse. The Resource Category Selector dialog appears.
8.
Select the category that you want to add and click OK. The category appears in the list.
9.
To add more categories, repeat steps 7 to 8.
10.
When you are finished, save the supplier.