Vendors can be grouped in Unity for better organization, reporting, and metrics tracking. Uses for vendor groups include:
- Grouping of multiple offices/locations that belong to the same firm/vendor
- Categorizing vendors by matter groups or "type" to better understand overall activity
Grouping vendors by area of law, for example, can be used to further filter the Financials dashboard and identify trends in monthly spend that were previously unknown. Click here to see additional reports that can be filtered by Vendor Group.
Creating a New Vendor Group
1. Go to Vendors from the menu on the left side and then click on Manage Vendor Groups.
2. Click Add Vendor Group.
3. Enter a group name and click Submit.
Adding a Vendor to a Group
Vendors must be assigned to groups from their individual records in Unity as follows:
1. Open the vendor record and go to the Vendor Attributes section under the Overview tab.
2. Click +add next to the Vendor Group field, select the name, and click the checkmark.
TIP: If you need to assign the same or different Vendor Groups to many vendors, consider using our Bulk Actions CSV Import option. Click here for more information.