# Supplier Groups

<p class="doc-lead">Supplier Groups organize vendors into categories for filtering, pricing rules, and mandatory supplier fields. Groups can be nested using a parent group.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-section">
<div class="doc-toc-links">
<a href="#/purchase/supplier-groups?id=overview">Overview</a>
<a href="#/purchase/supplier-groups?id=fields">Fields</a>
<a href="#/purchase/supplier-groups?id=how-it-works">How It Works</a>
<a href="#/purchase/supplier-groups?id=actions">Actions</a>
<a href="#/purchase/supplier-groups?id=faq">FAQ</a>
<a href="#/purchase/supplier-groups?id=related">Related</a>
</div>
</div>
</div>

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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Purchase → Settings → Supplier Groups</b> from the left menu.

Master data screen — edit directly from the list or view. The list is a hierarchical tree of supplier groups.

<b>New Supplier Group</b>

<img src="purchase/images/supplier-grp.webp" alt="Supplier Groups" loading="lazy">

<b>List columns</b>

| **Column** | **Description** |
|------------|-----------------|
| Id | Group record ID. |
| Name | Supplier group name. Nested under parent groups when hierarchy is used. |

<b>List row actions</b>

| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only group details. |
| Edit | Opens the edit form. |
| Delete | Removes the group when not referenced. |

<hr class="doc-section-divider">

<h2 id="fields">Fields</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Name * | Group name shown on supplier records and filters. |
| Parent Group | Optional. Creates a hierarchy (e.g. Local → Domestic). Only active groups can be selected as parent. |

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<h2 id="how-it-works">How It Works</h2>

<p>Each supplier can belong to one supplier group. The group is used across the purchase module in this precedence order (supplier-specific values always win over group):</p>

<ul>
<li><b>Pricing Rule</b> — rules targeting a supplier group apply to all suppliers in that group when no supplier-specific rule matches. See <a href="#/purchase/pricing-rules">Pricing Rule</a>.</li>
<li><b>Basic Pricing</b> — supplier group prices can be maintained on the <a href="#/purchase/basic-pricing">Basic Pricing</a> grid when group columns are shown.</li>
<li><b>Purchase bill filtering</b> — supplier group filters on purchase entry lists and advanced report filters narrow results to vendors in the selected group.</li>
</ul>

<p><b>Connected reports:</b> Filter and analyze by group on <a href="#/purchase/reports/purchase-bill-report">Bill Wise Purchase</a>, <a href="#/purchase/reports/purchase-bill-report-adv">Bill Wise Purchase Advanced</a>, <a href="#/purchase/reports/supplier-aging-report">Supplier Aging Report</a>, <a href="#/purchase/reports/quotation-wise-purchase">Quotation Wise Purchase</a>, and other supplier reports when the group filter is available.</p>

<hr class="doc-section-divider">

<h2 id="actions">Actions</h2>

<b>List header:</b> <b>New</b>

See <a href="#/purchase/supplier-groups?id=overview">List row actions</a> above.

<b>Form buttons:</b> <b>Update</b>, <b>Reset</b>, <b>Cancel</b>

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<h2 id="faq">FAQ</h2>

<b>Can I make Supplier Group mandatory on every supplier?</b><br>
Yes. Add <b>Supplier Group</b> under <b>Supplier mandatory fields</b> in <a href="#/purchase/purchase-settings-config">Purchase Settings</a>.

<b>Are pricing rules tied to supplier groups?</b><br>
Yes. <a href="#/purchase/pricing-rules">Pricing Rule</a> can target a supplier group instead of individual suppliers.

<b>What happens if I suspend a group?</b><br>
Suspended groups cannot be selected on new suppliers. Existing suppliers keep their group assignment until changed.

<b>Are supplier groups hierarchical?</b><br>
Yes. Groups can have parent groups. Purchase reports that filter by supplier group typically include child groups under the selected parent.

<b>Where else are supplier groups used?</b><br>
Beyond pricing rules — mandatory supplier fields, basic pricing grid columns, and advanced purchase reports that filter by supplier group.

<b>Can I move a supplier to another group?</b><br>
Yes. Edit the supplier master. Future pricing rules and group-based prices use the new group; historical transactions keep the supplier recorded at transaction time.

<b>Should I delete an unused supplier group?</b><br>
Prefer suspending empty groups. Deleting may fail if suppliers, pricing rules, or reports still reference the group.

<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/purchase/suppliers">Suppliers</a></li>
<li><a href="#/purchase/pricing-rules">Pricing Rule</a></li>
<li><a href="#/purchase/purchase-settings-config">Purchase Settings</a></li>
<li><a href="#/purchase/purchase-settings">Purchase Settings hub</a></li>
</ul>
