In Validaide you can change the configuration of your own company or your supplier company after you have added it.
You can perform this only if you are an Administrator or Responsible for a supplier or your Company Capabilities. Please note that this is on a company level. If you would like to change the configuration on a location level, click here.
Your Own Company
- Go to the 'My Company' menu.
- Go to the 'Configuration' tab.
- Click on the pencil icon in the corresponding section.
For your own company, you can change the following:
- General Information: including common name, full legal name of the company, and company description. Also here you can set the commodities your company transports/handles and the services it provides.
- User Roles: Set the Responsible and Reviewer users for your company capabilities.
-
Capability Profile: Choose to see Standard or Extended Profile.
More on the Standard and Extended Profile - Contact Information: including website, address, and map of your company.
- Logo: Upload or modify your company's logo.
- Brochure: Upload or modify the brochure of your company.
Supplier Company
- Go to the 'My Suppliers' menu.
- Go to the 'Configuration tab'.
- Then click on the pencil icon in the corresponding section.
For a supplier company, you can change the following:
- General Information: your internal reference for this supplier.
- User Roles: Set the Responsible and Reviewer users within your company for the supplier company's capabilities.
-
Capability Profile: Choose to see Standard or Extended Profile.
More on the Standard and Extended Profile - Audit: Indicate if you have conducted an audit on this supplier. If yes, you can also enter the auditor, the date, and whether your view is based on the audit.
- Quality Agreement: Select if you have a quality agreement in place for this supplier. If yes fill in the details of it.
- Classification: When a Supplier Classification is selected, the Classification Description is visible next to the name on the Suppliers and Locations overview.
A User can modify the Classification type, under Configuration - Classification. When a user chooses a supplier classification it is visualized in the header beside the supplier's name.
Suppliers and companies can define and customize their own labels for two different types of classification (for Company Location or for Supplier Location and Suppliers). Only the administrator user can change the description of the classification.
An administrator can go to the settings menu of the tenant configuration under Administrations. Here the administrator user can modify the description for location classification and supplier classification.
Please note, that a user is not able to enable/disable this functionality anymore. The functionality is always enabled by default.
A User can modify the Classification type, under Configuration - Classification. When a user chooses a supplier classification it is visualized in the header beside the supplier's name.
A user is also able to filter suppliers and locations by classification descriptions in the My Locations and My Suppliers overview.
Comments
0 comments
Please sign in to leave a comment.