Prerequisites:

▪"Manager" license.

▪Access to the File Supplier menu.

▪Company type (SE Administration).

Overview:

The File Supplier menu displays the suppliers created by system users. In this menu, it is possible to create new suppliers, as well as to edit or delete existing records. For each supplier, it will be possible to associate objects from other SE Suite components, facilitating the search for information.

The main screen is divided in:

▪Search filters: Allows easily locating desired suppliers through specific information. The result will be displayed in the list of records on the right side of the screen.

▪Button bar: These buttons allow performing the following operations: adding, editing, and deleting analyses, generating reports, importing and exporting analyses, changing the analysis status, and copying analysis records.

▪List of records: Displays the list of supplier records.

Main operations

▪Adding a contact

▪Adding a contact as an external user

▪Adding electronic files

▪Associating objects with the supplier

▪Creating a new supplier

▪Creating a supplier from an existing company

▪Deleting a supplier

▪Managing electronic files

▪Viewing a supplier

Related links:

▪Company type

Overview:

The View Supplier menu displays the suppliers created by the user through the file menu.

The main screen is divided in two parts:

▪The first part is the search filters panel, which allows easily locating desired suppliers through specific information. The result will be displayed in the list of records on the right side of the screen.

▪The second part displays the suppliers previously registered in SE Supplier. On the upper part, the buttons responsible for the following operations are displayed: viewing data, generating analyses (SE Analytics), and generating reports for the viewed suppliers.

Main operation:

▪Viewing a supplier