NAME | ACCESS TO MODULES | DESCRIPTION |
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Administrator | Company administrator Suppliers / Company data Users | - It Has access to the company's administrator tools.
- It can assign companies to shopping categories.
- It can create an internal shopping category tree.
- It can see the details of the company.
- It can assign and accept the assignment of parent and subordinate companies.
- It can create an internal organizational structure.
- It can reset user passwords.
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Reviewing analyzes | Analyzes | - It Has access to his profile.
- It has access to analyzes and sees global analyzes.
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Creating analyzes | Analyzes | - It Has access to his profile.
- It Has access to analyzes and can create analyzes.
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Buyer | Supplier / Company data Products / Catalogs Orders Purchase request Purchase Users | - It can add, edit and delete vendor companies marked as private.
- It can edit and view the company profile (bookmark).
- It can view the list of suppliers.
- It can change the status of a private provider.
- It sees a list of suppliers limited by shopping categories.
- It can browse the product catalog - add, edit and delete products.
- It can create, edit and delete an offer from the supplier.
- It can create, cancel and delete an order not sent for acceptance.
- It can edit the product list, descriptive fields in the order after sending to the supplier.
- It sees orders from his purchase categories and organizational units.
- It has access to the list of orders (he only sees his orders).
- It can be assigned a buyer and sees the assigned buyer for the order.
- It can change the date of sending the order.
- It can cancel and terminate the demand.
- It can edit the needs of other users.
- It Has access to the list of requirements and can view your needs.
- It can create a tender for needs.
- It Can add combined objects.
- It can edit the shopping categories and internal organizational units assigned to the auction / auction.
- It Can add and remove attachments in the tender table.
- It can add collaborators.
- It can create, edit, create a copy and delete bidding / auctions / multi-currency proceedings.
- It can browse and see listings of auctions / auctions.
- It can view a list of auctions / auctions limited by purchasing categories and internal organizational units.
- It Can create comments on the auction / auction table.
- It Can create themes on the board.
- It can send an offer form to suppliers.
- It can delete the offer approval.
- It can choose an offer.
- It can send messages to suppliers (chat).
- It can send notifications to suppliers about the result of the tender.
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Purchasing Director | Supplier / Company data Purchase requests Orders Shopping RFx RFi Auctions Users | - It can create, cancel, terminate demand.
- It can edit the needs of other users.
- It has access and can view demand lists.
- It Can add combined objects.
- It can edit the shopping categories and internal organizational units assigned to the auction / auction.
- It can give you permission to edit a given tender / auction.
- It can create, edit, create a copy and delete the tender / auction.
- It can browse and see listings of auctions / auctions.
- It can view a list of auctions / auctions limited by purchasing categories and internal organizational units.
- It can send messages to suppliers (chat).
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Supplier assessment management - extended | Suppliers |
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Supplier assessment management | Suppliers |
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Browsing the supplier database | Suppliers / Company data | - It can view the list of suppliers.
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Main Buyer | Suppliers / Company data RFx Purchase Purchase requests Orders Contracts Users | - It Has access to your company profile and profile.
- It Can create, edit and delete contracts.
- It sees all contracts.
- It can evaluate suppliers and see information about the outcome of supplier evaluation.
- It can browse and see the full list of global suppliers.
- It sees a list of suppliers limited by shopping categories.
- It can cancel and delete the order not sent for acceptance.
- It Can add delivery information.
- It Can add information about the invoice.
- It sees all orders.
- It has access to the list of his orders.
- It Can create new orders.
- It Can add an assigned buyer to the order.
- It sees the assigned buyer for the order.
- It can be assigned a buyer in the order and demand.
- It can send an order to suppliers and change the status of the order.
- It Can manage orders.
- It Can manage demand templates.
- It Can add combined objects.
- It can edit assigned shopping categories and internal organizational units for the tender.
- It Can add and remove attachments on the tender board.
- It Can add and remove collaborators.
- It can give you permission to edit a given tender.
- It Can create, edit, cancel and delete tenders.
- It can delete the offer approval.
- It can edit settings and the offer form.
- It can see and can view the list of tenders.
- It can view a list of auctions / auctions limited by purchasing categories and internal organizational units.
- It Can create comments and topics on the tender board.
- It always sees price offers.
- It can choose offers.
- It can send offer forms to suppliers.
- It can change statutes.
- It can send messages to suppliers (chat).
- It can send notifications to suppliers about the result of the tender.
- It can assign objects to all levels of shopping categories.
- It can browse the list of buyers.
- It can assign objects to all levels of the company.
- It can reset user passwords.
- It can attach users to objects.
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Expert | Suppliers Orders Purchase RFx | - It Has access to your company profile and profile.
- It sees orders from his purchase categories and organizational units.
- It has access to the list of his orders. Can create orders.
- RFx
- It Can add and remove attachments on the tender board.
- It has access to the list of tenders and can view them.
- It can view a list of auctions / auctions limited by purchasing categories and internal organizational units
- It Can create comments and topics on the tender board.
- It can send an offer form to suppliers.
- It can send messages to suppliers (chat).
- It can assign objects to all levels of the organization.
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Employee | Products / Catalogs Orders Purchase requests Users | - It can browse the product catalog and has access to it.
- It sees orders created for his needs.
- It has access to the list of his orders.
- It sees the buyer assigned to the order.
- It can improve the demand.
- It Has access to the list of requirements and can view your needs.
- It can create demand.
- It can attach users to objects.
- It Has access to your company profile and profile.
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Tenderer | RFx Users | - It Has access to your profile.
- It can add and remove attachments on the tender board.
- It sees a list of tenders.
- It can create comments and topics on the tender board.
- It can send an offer form to suppliers.
- It can send messages to suppliers (chat).
- It can reset user passwords.
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Commodity | Users | - It can mark all shopping categories assigned to the company.
- It Can assign objects to all levels of shopping categories.
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Vendor evaluation configurator | Purchase Users | - It can remove the offer approval.
- It can choose an offer.
- It can notify suppliers about the result of the tender.
- It can reset user passwords.
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Purchase request modification | Purchase Purchase requests | - It Has access to your profile.
- It can edit the list of products in the order after saving.
- It can improve the demand.
- It can edit the needs of other users.
- It Has access to the list of requirements.
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Orders management | Purchase Purchase requests Orders | - It Has access to your profile.
- It can cancel or delete an order that has not been sent for acceptance.
- It Can manage demand templates.
- It Can add delivery information.
- It can edit the list of products in the order after the registration and after sending to the supplier.
- It can edit the descriptive fields in the order after sending to the supplier.
- It Can add information about the invoice.
- It sees all orders.
- It has access to the list of his orders.
- It Can create orders.
- It can decide if the modified order requires re-approval.
- It can send orders to suppliers.
- It can change the date of sending the order and its status.
- It Can manage order templates.
- It can edit the needs of other users.
- It can view and access the list of requirements.
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Reset of the order acceptance | Orders | - It can reset acceptance and roll back one level.
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Registration of invoices | Orders | |
Registration of deliveries | Orders | - It Can add delivery information.
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Purchase requests - org units | Purchase requests | - It Has access to the list of requirements.
- It can view the list of requirements assigned to a given organizational unit.
- It can view a list of its needs.
- It can notify the user about the final acceptance of the demand in the organizational unit.
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Purchase requests - categories | Purchase requests | - It can reset acceptance and roll back one level.
- It Has access to the list of requirements assigned to a given purchasing category or organizational unit.
- It can notify the user about the final acceptance of the demand in a given purchasing category.
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