EN047C - Associating / editing / ending the association of one supplier for my client company (list of suppliers)
Once a supplier has been registered in the platform, it is necessary to associate it to the client it works for.
This task is carried out at the client scope.
Client scope
For this purpose, we will open the menu at Elements > Suppliers.
Menu option
The List of suppliers screen shows every company already associated to my client company. It enables to add new ones, once they have been registered in SerCAE One.
List of suppliers screen
Severeal fields are shown per company:
- Identification number / Company name.
- Price plan status (if the project is invoiced through a distributed payment model).
- Supplier status according to this client company: active (by default) / deactivated.
- Block status: blocked / unblocked (by default).
- Compliance percentages of the documentation currently requested, which is broken down as follows:
- Documentation requested to the company as an entity.
- Documentation requested to the workers of the supplier associated to my client company.
- Documentation requested to the equipment of the supplier associated to my client company.
- Documentation requested to the companies subcontracted by the supplier and associated to my client company.
- Global figures of the supplier.
- Actions available.
When clicking on any of the compliance percentages, we will be led to a more detailed screen.
When clicking on the Identification number / Company name fields of one supplier, we can see the Supplier details screen for this company.
The button ADD enables to associate a new supplier. Some steps will be asked:
- Select the company among those already registered in SerCAE One but not associated yet to this client ► If the sought company does not appear, send a request to your contact at CLEVER Global or send an invitation to this company.
- Define some fields for the new supplier at the emerging window shown next.
Checking if the supplier is previously registered
Defining some fields for the new supplier
Supplier details screen for the new supplier
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