Welcome to SoftExpert Customer |
OverviewSE Customer allows customer supplier data in a fast and easy way. It is also possible to associate the fundamental documents for releases, such as contracts and attachments, and to revise the information whenever necessary. SoftExpert Customer offers tools that aid in meeting quality standards such as ISO9001, simplifying the creation of customers and products, optimizing company time, and gathering all partner information in a single location.
SE Customer is divided in the following menus:
ConfigurationConfiguration is composed of the menus that allow managing the attributes and the categories of customers and complex file containers. Moreover, it is possible to establish general parameterizations to be applied.
FileThe File menu allows creating new customers or editing the existing records, allowing the user to associate them with other SE Suite objects and attach electronic files to them, among other operations.
ViewThis menu allows the user to view the customers recorded in the system. It is possible to use search filters to facilitate the search.
This manual will display the operations that can be performed through SE Customer, grouped by their resources.
Main SE Customer operations▪Initial customer configurations ▪Configure files to be delivered by the customer |