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

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 “Account” A R WILFLEY AND SONS

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

 

 

 

❑ Information

1-Fill the date” from date is automatically fill “  to date ..
Account  is automatically fill in this square ” A R WILFLEY AND SONS
❑ Qualification Information
2- Select in View menus (Yes or No or N/A)  “Pre Qualified, Commercially Approved, Technically Approved, Qualified “


❑ Axis
3- Fill, Organisational Axis, Geographical Axis, GPS Axis (you can use the the magnificer)
If you fill No in Pre Qualified or in Qualified: Please specify a reason when a supplier is not pre-qualified or qualified “fill Pre-Qualified Comment , Qualified Comment “

Scope Description: Define here more precisely the scope of this Account Property
4- Click on Save

 

 

 

 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 Description

 

 

 

 

Step 5 Description

 

 

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Step 6 Description

 

 

Step 8 Description