Overview

The Supplier overview shows all Suppliers of your organization in a table. In addition to the default view "All Suppliers", further saved table views with their own columns and filters are available. Key Users or administrators set up these views centrally (permission manage Table Views, see Supplier management configuration (Key User)); after that, they are available to all users.

What this means in practice:

Several saved views instead of one fixed list
Filters combine fixed base fields with organization-specific custom properties
Calculated metrics such as the ABC classification can also be shown as a filter or column

What problem does this feature solve?

Depending on the task, you need different slices of your Supplier base – for example all Suppliers in one country or with one classification. Saved, filterable views replace manually maintained exports.

Typical use cases:

Filter Suppliers by country or industry
Provide a table view for a team
Identify strategically important Suppliers based on their purchasing volume

How it works

1. Prerequisites

Permission to view Suppliers
To see the ABC classification in the preview card and sidebar, additionally: permission view Evaluations; in the negotiation dossier: view Analytics dashboards

2. Switch between views

Open the Supplier overview.
In the sidebar under Pinned views, choose between the default view and further grouped table views.

If your organization has no default view "All Suppliers", the first available view opens automatically.

3. Filter

Fixed base filters (always available): Supplier ID, Supplier name, Country. You can also paste a copied list of supplier numbers into the Supplier ID filter.
Additionally, depending on your configuration: Industry and CBAM relevance.
Part of a Supplier structure: shows whether a Supplier is linked to other Suppliers. Also available as a sortable and filterable column (see "Supplier structures").
For every custom property created in your organization, an additional filter is generated automatically – so the available filters differ from organization to organization.

4. Use the ABC classification

The ABC classification assigns Suppliers to a class based on their cumulative purchasing volume:

Class A: the top 70% of the volume
Class B: the next 20% (70–90%)
Class C: the remaining Suppliers with spend

Suppliers without volume remain unclassified. Orders, goods receipts or invoices can be used as the data basis; the period is configurable too – either the last full calendar year or a rolling twelve-month window.

Your Solution Engineering team defines both together with you during setup. The classification can be added as a filter or column in the overview; it also appears on the Supplier preview card and in the negotiation dossier.

Not to be confused with the separate industry classification or the ABC/XYZ classification for Articles in the inventory module – these are independent features.

5. Work in the table

These functions are available to every user. Your changes apply only to you and do not change the saved view.

Search: The search field ("Search...") searches the "ID" and "Supplier" columns; matches are highlighted in orange.
Sort: Clicking a column header toggles between ascending/descending/no sorting. Hold the Shift key to sort by several columns (a small number on the column title shows the order). Right-click a header to pin columns to the left/right.
Filter: "Add filter" → choose a property → define filter values. Unsaved filters are kept in the respective browser tab (even after reloading) and are lost when you close the tab. "Reset filters" resets them.
Show/hide columns: Use "Columns" in the table bar to show or hide columns for yourself.
Actions per Supplier: When you hover over the "Supplier" cell, a three-dot menu appears: "Open in new tab", "Create new Evaluation", "Show all Evaluations", "Link Supplier", "Delete Supplier".
Actions for several Suppliers: Selecting several checkboxes opens the action bar at the bottom: "Request", "RFQ", "Create Evaluations", "Supplier list", "Link Suppliers", "Delete", "Export" (depending on permissions).
Export: Select Suppliers (top left in the "ID" column to select all at once) → bar at the bottom → "Export" → CSV (.csv) or Excel (.xlsx).

Permissions & access

Basic access to the Supplier overview requires the permission view Suppliers; it can be revoked for individual users.
Seeing the ABC classification in the preview card and sidebar additionally requires the permission view Evaluations, in the negotiation dossier the permission view Analytics dashboards.
With restricted spend visibility (Scoped Spend Visibility), the classification cannot be restricted for individual roles – it has to be deactivated for the entire organization if spend data should not be visible.

Known limitations

The available filters differ per organization.
The ABC classification must be activated and configured for your organization; it is not a default column.

Frequently asked questions

Q: Which period is the ABC classification based on?

A: Either the last full calendar year or a rolling twelve-month period – both are configurable for your organization.

Q: Can I switch the ABC classification to invoice data instead of order data?

A: Yes, the data basis is configurable – besides order data, goods receipts and invoice data are also available.

Q: Why do I see different filters than a colleague?

A: Filters for custom properties and module-dependent filters can be visible differently depending on permissions.

From the table to the profile: primary column and row actions

In Tacto's tables – for example in the Supplier and Article overviews – the primary column (e.g. name or description) is the central navigation element: it opens the respective entry and takes you to its profile. In addition, row actions are available for each row, which let you edit an entry directly from the table.