Link procedure if the Supplier/Customer already has a license in KanbanBOX
Who | What | |
---|---|---|
1 | User | Send the link request to the new Supplier/Customer by navigating to Masters > Links > Add new link, and fill in the following fields:
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2 | Supplier/Customer | Upon receiving the email, to access the kanban board, accept the link request by clicking the Accept invitation button inside the email. |
Link procedure if the Supplier/Customer DOES NOT have a license in KanbanBOX
Who | What | |
---|---|---|
1 | User | Send the link request to the new Supplier/Customer by navigating to Masters > Links > Add new link, and fill in the following fields:
|
2 | Supplier/Customer | Upon receiving the email, to access the kanban board, accept the link request by clicking the Accept invitation button inside the email. |
The linked partner can now:
- view the kanban cards related to them on the Board as supplier or Board as customer;
- receive email notifications for orders received/sent from/to the partner. For the user who accepted the link, email notifications for cards released by the partner are automatically activated;
- add a Transcode to the partner's part numbers;
- participate in the Kanban loop projects with the partner.
If the connected partner is:
- a Supplier, they can print kanban cards and move them to the statuses In process, Done, and In transit.
- a Customer, they can declare kanban cards in the statuses Empty, Released, and Full.
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