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Welcome to SoftExpert Customer

Overview

SE 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:

Configuration

Configuration 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.

File

The 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.

View

This 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.

▪For a better understanding about the features of the SE Customer component, access our Training Store and get the full online training.

▪If you are subscribed to the Infinity plan, which offers full access to courses, access the training of this component through the Infinity learning option in the Help center.

Main SE Customer operations

▪Initial customer configurations

▪Create a customer

▪Configure files to be delivered by the customer

▪Disable a customer

▪View a disabled customer

▪Reactivate a customer