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.). |
Table of content
Step-By-Step
1- In Tabs => Click on “Qualification Processes"
2- Click on “New”
❑ Information
1- Fill Qualification process Name eg.ENGINEERING EQUIPMENT
2- Fill Start date
You can add a Reason / description
3- Click on Save
How add the accounts to Qualification process |
1- In Tabs => Click on “Qualification Processes”
2- In View menus, select “My Qualification Processes"
3- In Listviews, Click on Qualification Process Name
Scroll down to find the related list "Account Qualification Processes" and Click on the button "New Qualification Process"
❑ Select an account
Qualification Process is automatically fill in this square eg.“ENGINEERING EQUIPMENT”
1- Fill an "Account“ you can use the magnifier to found it.
2- Click Save or Save&New to add several Accounts
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