Segmentation plays an important part in helping customers understand how important a supplier is to their organisation and categorisation is equally crucial in understanding what is going on across suppliers with regards to specific business functions.

Categories and Segments are managed under the Admin > Company Settings > Relationships section.

New categories and segments can be added by clicking "Add New". A pop up will appear. You just need to type the name of your new category or segment and save.

You can edit existing ones by clicking on the pencil icon.

Both Categories and Segments support the normal Organisation library functionality, allowing categories and segments to be managed from the top of the organisation, meaning that they can be standardised for a customer throughout the entire organisation tree.

To add Categories or Segments from the library you just need to click on 'Add from Org Library'. All the Categories or Segments available to you will appear on a list. Click on the white icon next to each of the Segments/Categories you need to add and confirm your selection by hitting 'Done'

Categories and Segments can be used to filter the relationship list. This means that users can quickly find all suppliers under a specific category like IT or find all suppliers labeled as a start-up.