How Tos
Quick, task-focused guides for getting things done in ChemCloud.ChemCloud AI
- How to configure the Document Manager
- How to configure the Sourcing Assistant
- How to configure the Delivery Tracker
- How to configure the COA Reviewer
- How to send ChemCloud AI an email
- How to direct replies to the right email group
Products
- How to create a product
- How to upload a document
- How to request a document
- How to request a sample
- How to add an approved material
- How to set required documents
- How to set priority products
- How to set target approvals
- How to search for an approved material
- How to search for a document
- How to add to watchlist
Requests
- How to request quotes for a material
- How to find new suppliers
- How to add a quote
- How to edit a quote
- How to search previous price history
- How to add suppliers to your request
- How to select a quote
- How to mark a quote as purchased
- How to forward quotes to ChemCloud AI
- How to request documents from a quote
- How to start approval process from a quote
- How to request a sample from a quote
Orders & Deliveries
- How to create an order
- How to edit an order
- How to edit a delivery
- How to request an update from a supplier
- How to request a document
- How to leave a note
- How to upload a document
- How to manage a blanket order
- How to request a delivery on a blanket order