Approved Suppliers for Quoting & Ordering
Overview
Using an advanced rule builder, Admin users can now configure which suppliers are visible/accessible for quoting & order creation. For example, if your team has a custom field called "Supplier Status" that is associated with the Supplier, you can set a rule to only display suppliers where Supplier Status equals "Approved" during the quote and order creation workflows.
A primary use-case for this would be to prevent suppliers who have not signed an NDA from appearing in the search supplier drop-down.
How to configure a global supplier search rule:
As an Admin, user, navigate to Organization Settings > Feature Settings
Under Supplier Search Base Query, configure a custom rule that defines which suppliers will be visible for your team for quoting & order creation.
Refresh your screen. Going forward, only suppliers that match the criteria defined under Supplier Search Base Query will appear in the drop-downs for "Add Quote" and "Add Order"
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