User Guide: Finding Suppliers with AI on GTG CRM

What you can do after this guide

Open the Find Suppliers screen → describe what you need to buy in words → AI returns a list of real candidates with rankings → view profiles and source links for each candidate → select, edit, and save to the CRM's supplier directory (duplicates filtered by tax ID) → or import an existing list from any CSV/Excel file with AI column matching. From zero to a list of suppliers ready to contact in minutes.

Preparation

#	Condition	Why it's needed
1	Log in to GTG CRM, with access to the Warehouse Management module.	The Find Suppliers feature is within the Warehouse Management section.
2	Clearly know what you need to buy (product type, region, requirements like MOQ, quality standards).	The more specific the description, the more accurate the AI search.
3	(Optional) Have an existing CSV/Excel file of your past suppliers.	To use the bulk import flow in Step 5.

Step 1 — Open Find Suppliers and describe your needs

1. On the left menu, open Warehouse Management and select Find Suppliers.
2. In the "Describe what you want to source, in your own words" field, type your description in plain language, for example: "cosmetic packaging supplier with food-grade certification in Ho Chi Minh City, MOQ under 1,000".
3. Select the Country (defaults to Vietnam) and Category if you want to narrow down results.

✅ Expected result: The Find Suppliers screen shows the description field, Country/Category filters, and the Find Suppliers button; when no search has been performed, the results area displays an empty state "Find suppliers you don't know yet."

💡 Tip: Including the region + specific requirements (MOQ, quality standards, price range) in your description will yield a more precise list.

Step 2 — Run the search and view the ranked list

1. Click the Find Suppliers button.
2. Wait for the AI to search the web and return results.

✅ Expected result: A summary line shows the number of candidates found and the ranking method (e.g., "4 candidates found · ranked by match"), followed by supplier cards ranked by suitability.

Step 3 — View profiles and verify each candidate

1. Read each card: business name, website, region, contact information (phone/email if available).
2. Read the "Why it matches" section to understand why the AI considers this candidate suitable.
3. Click on the Source links on the card to verify the information yourself.

✅ Expected result: Each card displays complete contact information, the reason for matching, and at least one clickable source link for you to verify the candidate's authenticity.

Step 4 — Select, edit, and save to CRM

1. Check the boxes for the suppliers you want to keep.
2. Open the Review & Save drawer; make quick edits to the Name / Tax ID / Email / Phone fields if needed.
3. In Duplicate strategy, choose how to handle duplicates (e.g., Skip existing to ignore suppliers already in the system).
4. Click the save button (e.g., Save (3) if you selected 3 suppliers).

✅ Expected result: The drawer displays the correct "X selected" count, the chosen suppliers are saved to your supplier directory; the system filters duplicates by tax ID, preventing duplicate records.

ℹ️ After saving, the supplier is now in your CRM — you can immediately send an email requesting a quote (RFQ) without re-entering information.

Step 5 — (Optional) Bulk import existing lists and let AI match columns

1. In the top right corner of the Find Suppliers screen, click Import.
2. Drag and drop your CSV/Excel file (any format, no template required).
3. In the review column mapping step, check the columns the AI has automatically matched: e.g., Supplier Name ← Vendor, Tax ID ← MST, Email ← Mail, Phone ← Phone; edit if necessary.
4. In Duplicate handling (by Tax ID, fallback Email), select Skip existing / Update existing / Create new.
5. Click Import (N) (N is the number of rows detected).

✅ Expected result: The system reports the number of rows detected (e.g., "2 rows detected"), displays the column mapping table for review; after importing, you see a summary table of results for each row: created / updated / skipped (duplicates merged by tax ID).

Quick reference table of expected results

Action	Result you will see
Open Find Suppliers	Needs description field + Country/Category filters + empty state
Click Find Suppliers	"X candidates found · ranked by match" + ranked candidate cards
Read a card	Name, website, region, contact, "Why it matches", Sources link
Select + Save	"X selected" and suppliers saved to CRM, duplicates filtered by tax ID
Import file	"N rows detected" → column mapping table → created/updated/skipped summary

Notes

• The AI returns suggested candidates based on web sources — always click the source links for self-verification before contacting or making a deposit.
• Duplicate supplier filtering prioritizes by tax ID, with email as a fallback — provide tax IDs whenever possible for accurate duplicate prevention.
• You can also ask the AI Assistant in CRM to find suppliers using natural language commands ("find me 5 suppliers for [product]").
• The feature is in its early stages (Phase 1), prioritizing the Vietnamese market; the scope of countries and categories will continue to expand.