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Overview



Concerned profiles:

 SALES REPS  CSR    DATA STEWARD / ADMIN OR "ALL"

Table of content


 

Step-By-Step


Step 1 - ICARE 

SALES REPS

Template

1.1Identify customer candidate account
1.2

Send to CSR 

EMEA (nicoletta.bagnara-ext@syensqo.com)

APAC

NAM

Email Template from SalesRep to CSR

Dear CSR,
Please prepare the following account(s) for the Webshop.
Account ID in Icare: (link to the account)
Buyer name(s):
Buyer email(s):




Step 2 - SAP

CSR


1.1

Check what is the SAP number matching the Saleforce Account (If not existing Create the SOLDTO)
1.2Verify/Enter M3 for Webshop (at least one per Ship To)
>Material list is correct
>Check only in material is found 1 time for all tagged M3s of a Ship To
>Markets segment on material lines
>No obsolete material


How to check set up is correct?

Open icare Onboarding Report



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