Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 10 Next »

Overview

  

Table of content


Step-By-Step

Pre Qualified: Based on the knowledge of the market and on collected documents (RFI, CSR,...), does the supplier meet the requirements to go further in the qualification?

Create an account properties


STEP 1

Account Owner you can  add “an account properties

1- In Tabs => Click on  “Accounts

2- In View Menus => Select “My Accounts

3- In  ListViews => Click on “AccountA R WILFLEY AND SONS

4- Scroll down to find the "Account Properties" and click on the button "New Account Property

 

 

 


STEP 2

 

 

 

 


STEP 3 New Team Member

 

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

 

 

 


STEP 4

Step 4 Description

 

 

 

 


STEP 5

Step 5 Description

 

 

Related articles   


 

Need help?




STEP 6

Step 6 Description

 

 


STEP 8

Step 8 Description

 

 

 

The best way to get IT support is to use the new Service One Platform.