https://www.youtube.com/watch?v=lMIFsGWzSnY

Objective

To provide a clear and concise guide for team members on how to effectively select factories to add to an RFQ, ensuring accuracy and minimizing misunderstandings during the process

Key Steps

1. Access the Factory Selection Screen
   • Click on the "Add a Factory" button to open the factory selection list
2. Review Factory Information
   • Familiarize yourself with the following columns:
     • Name: The name of the factory
     • Organization: The entity that owns the factory
     • Country: The location of the factory
     • City: The specific city where the factory is located
     • Can Produce: Check for a checkmark indicating the factory can produce the required parts
     • Audit Status: Check for a checkmark indicating if the factory has been audited and meets the necessary capabilities
     • Created: The date when the factory was added to the platform
     • Modified: The date when the factory information was last edited
3. View Factory Details
   • Click on the "View" button in the actions column to access detailed information about the factory
   • Review the Capability Tab to understand the factory's capabilities. Note that each line represents a capability, not an individual machine
   • Check the Audits Tab for audit history
   • Review the Other Certifications Tab for any additional certifications the factory may have
4. Select Factories
   • Return to the factory selection screen
   • Adjust the number of rows per page to 50 for easier navigation
   • Scroll through the list and select factories that have a checkmark in the "Can Produce" column
5. Add Selected Factories to RFQ
   • Confirm the selected factories are listed in the RFQ
   • Use the "View Factory" button to double-check details if needed
   • If a factory needs to be removed, click the recycle bin icon next to it

Cautionary Notes

• Ensure that you only select factories that have the "Can Produce" checkmark to avoid errors in the RFQ process
• Double-check the audit status to ensure compliance with required standards

Tips for Efficiency

• Familiarize yourself with the layout of the factory selection screen to speed up the selection process
• Use filters or search functions (if available) to quickly locate specific factories based on location or capabilities