Review
Dear Convergence Users,
Based on your feedback, we are pleased to inform you that the Account creation process has evolved.
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You will not need anymore to send extra emails, fill in Google sheet or log tickets to add a supplier into Convergence. All requests for account creation can now be performed directly in Convergence.
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You can now create within Convergence:
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- Additional Suppliers i.e. suppliers that exist in ERPs systems but not in Convergence. They will be converted to supplier by Purchasing Data Team.
or
- Prospects i.e. potential suppliers that do not exist in any of our systems.
They will remain as a prospect unless an external key is filled in.
Overview
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Table of content
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Step-By-Step
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Status colour Blue title Step 1
Status colour Blue title Step 2
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Account => the buyer name is automatically fill in this square ” X COMPOUND”
1- Type => Put manager in" Chosen “
2- User => fill the name “Click on the magnificer at the right of the "User" Field
3- Select the Buyer
4-Save
General rules
You will find all the information you need about Account creation in this procedure (follow the link).
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Need help
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Status colour Blue title Step 4
Step 4 Description
Status colour Blue title Step 5
Step 5 Description
Related articles
Need help?
Status colour Blue title Step 6
Step 6 Description
Status colour Blue title Step 8
Step 8 Description
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