How to quickly add a supplier list to a negotiation using saved search

Summary

Use saved search to quickly add a reusable supplier list to negotiation.

Content

You can search for suppliers based on various criteria like, historical transactions, line items, Approved Supplier List, or qualifications and assessments. Use the saved search capability to save these suppliers as a list, and add them to a negotiation in one go.

On the Suppliers train step, select "Search and Add" from Actions (instead of clicking + icon). It takes you to the search page. Here, you can use search and add multiple suppliers at once to the negotiation.

Save the search criteria and search results list as a 'Saved Search' to pull the same suppliers again as required. Select all and add them in one action to the negotiation.