GUIDE: How to Search Suppliers
To search for suppliers, navigate to the Vendors section on the left-side menu. There are two views available: Simple View and Advanced View - you can switch between them at the top of the page.
Simple View
From the Simple View, you can:
- View a list of all your suppliers
- Use the search bar to quickly find a vendor by entering their name (or part of it), then pressing Enter
- Sort the vendor list by Name, Number of Contacts, or Date Added by clicking on the column header
- Click Add Vendor in the top-right corner to create a new supplier (note: depending on your Company Account configurations, this might be disabled or restricted - if you have a Supplier Onboarding workflow, use that to add new vendors instead)
- Click More to:
- Invite suppliers to Sourcing Events
Deactivate a vendor (only available to Company Admins/Superadmins).
Vendor Advanced View
At the top of the Vendors page, you can switch to the Advanced View for a more detailed and customizable interface.
In this view, you can:
- Search suppliers using multiple fields: Name, Vendor Code, Number of Contacts, Date Added, and specific Tags
- Click Columns on the left to show or hide specific columns in the table
Use Filters to apply advanced search criteria (or click the filter icon next to the relevant column to search by tags)
- Rearrange columns by dragging and dropping them into your preferred order. Your custom layout is “sticky” - it will remain saved as long as you’re using the same browser and computer.
Supplier Profile
To open a supplier profile, simply click on their name.
Once inside a profile, you can view and edit details such as:
- Supplier Name
- Vendor Code (editable only by Company Admins or Superadmins)
- Tags
- Locations
- Contacts
- And more