Overview
You can manage your supplier qualifications from the simplest case (several suppliers qualified for one product for a specific site) to the most complex cases (several suppliers qualified for several products, on several sites, etc.)
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Step-By-Step
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Access the "Qualify Supplier" app
1- In Tabs => Click on “Qualification Processes"
2- Click on “New”
1- Fill Qualification process Name eg.ENGINEERING EQUIPMENT
2- Fill Start date
You can add a Reason / description
3- Click on Save
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How to add the accounts to Qualification Process |
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=> the buyer name is automatically fill in this square ” X COMPOUND”
1- Type In Tabs => 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-SaveClick on “Qualification Processes”
2- In View menus, select “My Qualification Processes"
3- In Listviews, Click on Qualification Process Name
Step 4 DescriptionStatus colour Blue title Step 4
Scroll down to find the related list "Account Qualification Processes" and Click on the button "New"
Related articles
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❑ Select an account
Qualification Process is automatically fill in this square eg.“ENGINEERING EQUIPMENT”
1- Fill in the"Account“ field. You can use the magnifier to find it.
2- Click "Save" or "Save & New" to add several Accounts
Status colour Blue title Step 6
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