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Overview

  You can manage your supplier qualifications from the simplest case (a supplier qualified for one product for a specific site) to the most complex cases (a supplier qualified for several products, on several sites, etc.). Convergence can also deal with Multi Zone Sourcing qualifications. All in one place.

Table of content

Step-By-Step

STEP 1

 


1- In Tabs => Click on  “Qualification Processes

2- Click on “ New” 

STEP 2

❑ Information

1- Fill Qualification process Name “ENGINEERING EQUIPMENT”

2- Fill Start date

You can add Reason

3- Click on Save

 

How add the accounts to Qualification process

 

STEP 3 

1- In Tabs => Click on  “Qualification Processes”
2- In View menus , select “ My Qualification Processe
3- In Listviews Click on Qualification Process you want to add an account 

 

 

STEP 4

Scroll down to find the "Account Qualification Processes" and Click on the button "New Qualification Process

 

 

 

STEP 5

❑ Select an account

Qualification Process  is automatically fill in this square “ENGINEERING EQUIPMENT”

1- Fill an Account“  you can use the magnifier at the right of the "Account”

2- Click Save

 

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Need help?

How to ask for assistance?

Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :


For account creation, please refer to here.

Thank you very much,

Convergence Team.

 

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