This article covers the new Supply experience, which is only available to organizations in Australia. If your organization is outside Australia, you're on the legacy version for now.

What are buying groups?

In Supply, a buying group lets you organize who can buy which products and how much they can spend. Admins can create and manage buying groups. Everyone in a buying group shares the same budget, so you don’t need to set a limit for each user.

With a buying group, you can:

  • Set a custom budget for the group, either per order or per month.

  • Restrict the group to a catalog of approved products. You can share one catalog across several buying groups.

  • Save payment methods for the group.

  • Assign group managers to manage budgets, catalogs, and payment methods, and to approve or deny orders.

Click "Add" on the buying groups section of the Manage Supply page to create a buying group.

Buying groups in Supply are managed separately from groups you can create and select in the rest of the platform.

Add a buying group

  1. Log in to the web app (opens in new tab).

  2. Click Supply in the sidebar or in More.

  3. Click Manage at the top of the page.

  4. In the "Buying Groups" section, click Add on the right-hand side of the section. The Manage page showing the option to add buying groups.

  5. Enter or select the following details:

    • Group name: Enter the name of the group.

    • Group manager: Click the field and select the users you want to set as group managers.

    • Group region: Click the dropdown menu and select the group region. The group region determines product availability and currency.

  6. Click Create group.

After you create a buying group, you can manage the group's budgets, approval rules, catalogs, members, payment methods, and addresses.

Duplicate a buying group

  1. Log in to the web app (opens in new tab).

  2. Click Supply in the sidebar or in More.

  3. Click Manage at the top of the page.

  4. In the "Buying Groups" section, click Manage on the right-hand side of the buying group you want to duplicate.

  5. Click on the upper-right of the page and select Duplicate. The Supply buying group page showing the option to duplicate a buying group.

  6. In the "Group settings" section, enter or select the following details:

    • Group name: Enter a name for the new buying group.

    • Group manager: Click the field and select the users you want to set as group managers.

    • Group region: Click the dropdown menu and select the group region. The group region determines product availability and currency.

  7. Check or uncheck the box next to each setting you want to copy to the new buying group.

  8. Click Duplicate group.

Delete a buying group

  1. Log in to the web app (opens in new tab).

  2. Click Supply in the sidebar or in More.

  3. Click Manage at the top of the page.

  4. In the "Buying Groups" section, click Manage on the right-hand side of the buying group you want to delete.

  5. Click on the upper-right of the page and select Delete. The Supply buying group page showing the option to delete a buying group.

  6. In the pop-up window, click Delete buying group.

Limitations

  • When you duplicate a default buying group, group members are not copied. Default buying groups include all users automatically.

  • When you duplicate a buying group, group payment methods are not copied. You can add payment methods to the new buying group after you create the duplicate.