https://wiki.protemos.com/api.php?action=feedcontributions&user=Artem&feedformat=atomProtemos Wiki - User contributions [en]2024-03-28T09:17:52ZUser contributionsMediaWiki 1.27.1https://wiki.protemos.com/index.php?title=Create_job_tenders&diff=24555Create job tenders2023-03-27T12:57:30Z<p>Artem: /* Create tender */</p>
<hr />
<div>Watch our video tutorial on '''Tenders''' — [[File:YT client.png|40px|link=https://youtu.be/jsAF3SAr9bQ]]<br />
<br />
=='''Create tender'''==<br />
<br />
First, please create a project as you normally do, and add a job within this project. Then you will be able to offer this job to several candidates through the creation of a new tender.<br />
<br />
<span style="color:red">'''Note:'''</span> Please do not assign the job to any vendor when adding it, otherwise you won't be able to create a tender.<br />
<br />
So, having added the job, scroll down to the "Tenders list" section on the job page and click the '''"New tender"''' button:<br />
<br />
[[File:Create tender.png|border|950px]]<br />
<br />
It will open the '''New job tender''' page where you should select the tender type:<br />
<br />
[[file:Tenders drop box.png|border|700px]]<br />
<br />
<br />
* '''First claimer'''—the job will be assigned to the first claimer.<br />
<br />
* '''Selected by manager (fixed price)'''—at the end of the tender duration, the project manager will be able to consider candidate applications and assign the job to one of them.<br />
<br />
* '''Selected by manager (negotiable price)'''—candidates will be able to suggest their own prices, and at the end of the tender duration, the project manager will be able to consider candidate applications and assign the job to one of them.<br />
<br />
<br />
Then please enter the required information, set the tender duration, and define whether candidates should get access to the files of the job proposal by marking\unmarking '''"Allow access to job files for candidates"''' check-box:<br />
<br />
[[file:Confirm tender creation.png|border|700px]]<br />
<br />
Click '''Create''' to add the tender.<br />
<br />
It will display the tender details page where you can select candidates by clicking the '''"Add vendors"''' button:<br />
<br />
''Here you may also update tender variables or delete the tender by clicking the corresponding buttons.''<br />
<br />
[[file:Tender add vendors button.png|border|1100px]]<br />
<br />
It will bring you to the '''Add vendors to tender''' page.<br />
<br />
<span style="color:red">'''Note''': </span> On this page vendors are displayed in accordance with the language pair defined when creating the job if any. <br />
<br />
You can apply additional filters to narrow the search down if necessary. <br />
<br />
Select candidates and click '''"Add selected vendors"''' to add them to the list:<br />
<br />
[[File:Ass delected.png|border|1100px]]<br />
<br />
It will display the tender details page where you can check tender details and the list of vendors.<br />
<br />
On this page, you may also update tender variables, delete it, remove/add vendors by clicking the corresponding buttons.<br />
<br />
Click '''"Start"''' to launch the tender:<br />
<br />
[[file:Start tender button.png|border|1200px]]<br />
<br />
After you click the '''"Start"''' button, the candidates defined in the '''Vendors list''' section will be notified of the job proposal by the system.<br />
<br />
If it happened that you forgot add a vendor to the tender, you can do it even after the tender is started.<br />
<br />
Click the '''"Add vendors"''' button:<br />
<br />
[[File:Add vendorsd to tender.png|border|1200px]]<br />
<br />
Select candidates and click '''"Add selected vendors"''' to add them to the list:<br />
<br />
[[File:Addadd.png|border|700px]]<br />
<br />
If necessary, you may cancel the tender (the button is displayed until the tender is in the "Active" and "Review" statuses):<br />
<br />
[[file:Tender Cancel button.png|border|1200px]]<br />
<br />
<span style="color:red">'''Note:'''</span> You can monitor all tenders using the '''<U>[[Job tenders list| Tenders list]]</U>''' menu.<br />
<br />
On the tender success, if you have filled in the Unit amount field, the payable will be created automatically.<br />
<br />
[[File:Redirect.jpg|40px|link=Create job tenders]] Back to the '''table of contents'''.<br />
<br />
=='''Guidance for managers on how to assign vendors to tenders'''==<br />
<br />
==='''First claimer tender'''===<br />
<br />
When any vendor claims the tender, the job will be automatically assigned to the vendor with the "Confirmed by vendor" status.<br />
<br />
The project manager and vendor will receive the corresponding notifications from the system.<br />
<br />
If none of the vendors has applied, the project manager will receive notification that the tender has failed.<br />
<br />
==='''Selected by manager (fixed price) and (negotiable price) tenders'''===<br />
<br />
After the end of the tender duration, the tender will get the "Review" status and the project manager will be notified by the system that the tender is awaiting applications review.<br />
<br />
In the '''Vendors list''' section the project manager can see the vendors applied for the tender and assign the job to one of them by clicking the '''"Assign"''' button:<br />
<br />
[[file:Tender view assign button.png|border|1350px]]<br />
<br />
The job will be assigned to the vendor with the "Confirmed by vendor" status, and the vendor will be notified accordingly.<br />
<br />
Other vendors who don't get a job will receive corresponding emails.<br />
<br />
In case of the '''Selected by manager (negotiable price)''' tender, the project manager can also see the prices proposed by vendors in the '''Vendors list''' section of the corresponding tender:<br />
<br />
[[file:Tender view vendor prices.png|border|1350px]]<br />
<br />
<br />
<span style="color:red">'''Note:'''</span> The project manager can assign the job to the vendor without waiting for the end of the tender duration.<br />
<br />
If none of the vendors has applied, the project manager will receive notification that the tender has failed.<br />
<br />
[[File:Redirect.jpg|40px|link=Create job tenders]] Back to the '''table of contents'''.<br />
<br />
=='''Guidance for vendors on how to claim and apply for tenders''' ==<br />
<br />
When your manager creates a tender, you will be notified accordingly by the system.<br />
<br />
To open the tender page, please log into your account and clicking a link to the tender in the email containing the job proposal:<br />
<br />
[[file:Job proposal email.png|border|600px]]<br />
<br />
It will bring you to the tender details page where you can check the tender and job details, and download files:<br />
<br />
[[file:Tender VV.png|border|1200px]] <br />
<br />
<span style="color:red">'''Note:'''</span> You can see the '''Job files''' section and can download the job files only if your manager allows access to the job files for you.<br />
<br />
If you are interested in the tender, you may claim it or apply for it depending on the tender type.<br />
<br />
For more info please check the corresponding sections below.<br />
<br />
If you can't see the '''"Claim"''' or '''"Apply"''' button, this means that the tender has been closed.<br />
<br />
You can always check it in the '''Vendor application status''' line: <br />
<br />
[[file:VV closed tender.png|border|1200px]] <br />
<br />
==='''First claimer'''===<br />
<br />
It means that the proposal has been sent to several candidates and will be assigned to the first claimer. <br />
<br />
So if you are interested in it, please click '''"Claim"''' and the job will be assigned to you:<br />
<br />
[[file:Tender VV claim 11.png|border|1200px]]<br />
<br />
You and your manager will be notified accordingly by the system, and the assigned job page will be displayed:<br />
<br />
[[file:VV assigned first climer job.png|border|1200px]]<br />
<br />
==='''Selected by manager (fixed price) and (negotiable price)'''===<br />
<br />
It means that the proposal has been sent to several candidates, and if you apply for it, the manager will consider your application and may assign the job to you.<br />
<br />
So if you are interested in this job, please click '''"Apply"''':<br />
<br />
[[file:VV apply for fixwd price.png|border|1200px]]<br />
<br />
Your application will be recorded, and the '''"Job tenders"''' page will be displayed:<br />
<br />
[[file:VV fixed after apply.png|border|1200px]]<br />
<br />
If the manager assigns this job to you, you will be notified by email about that.<br />
<br />
If it's the '''Selected by manager (negotiable price)''' tender, you'll be able to offer your price per unit after clicking the '''"Apply"''' button:<br />
<br />
[[file:VV TNPrice offer.png|border|600px]]<br />
<br />
By default, the price offered by the manager is displayed in the '''Your price per unit''' box.<br />
<br />
If you agree, just leave it as it is and click '''"Apply"'''.<br />
<br />
If not, enter your price per unit and click '''"Apply"''' to record the application.<br />
<br />
The manager will consider your application taking into account your level of skills and price.<br />
<br />
If they assign this job to you, you will be notified by email about that.<br />
<br />
<br />
You can monitor all tenders using the '''<U>[[Vendor user manual#Tenders filter| Tenders]]</U>''' menu.<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Create job tenders]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Manage_vendor_tags&diff=24460Manage vendor tags2023-02-21T09:07:14Z<p>Artem: /* Delete tags form vendor profiles */</p>
<hr />
<div>__FORCETOC__ <br />
<br />
=='''Add tags'''==<br />
<br />
You can add tags to your vendors.<br />
<br />
You may use this option for any purposes you might have: to identify your vendors, group, categorize, or rate them etc.<br />
<br />
To do so, go to a vendor profile and click the '''"Add tags"''' button:<br />
<br />
[[File:Er1.png|border|800px]]<br />
<br />
It will bring you to the '''Update tags list''' page.<br />
<br />
Type a name for this tag and click the '''"Enter"''' key, or confirm it by clicking on the tag name that appeared in the drop-down list: <br />
<br />
[[File:Update tag list1.png|border|250px]]<br />
<br />
You can enter as many tags as you need at a time by repeating the steps described above.<br />
<br />
Having entered all the necessary tags, click '''"Save"''' to apply them:<br />
<br />
[[File:Save updated tag list.png|border|300px]]<br />
<br />
You will be redirected to the vendor profile page.<br />
<br />
You can review all vendors that have a certain tag added right from this page by clicking on the tag name:<br />
<br />
[[File:Mm2.png|border|800px]]<br />
<br />
Next time, when adding tags to another vendor, you will see all the tags you've already added in the drop-down list.<br />
<br />
So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available:<br />
<br />
[[File:Select tags.png|border|200px]]<br />
<br />
When vendors are tagged, you can easily find them using '''<U>[[Vendors list#Search vendors with filters|filters]]</U>'''.<br />
<br />
You can review the list of all the tags added to your vendors on the <U> [[Vendors tags|'''Vendors tags list''']] </U> page.<br />
<br />
=='''Delete tags from vendor profiles'''==<br />
<br />
To delete tags from a vendor profile, go to the vendor's profile and click the '''"Update tags"''' button:<br />
<br />
[[File:Nn2.png|border|800px]]<br />
<br />
Then click the cross next to the tag name and click '''"Save"''' to confirm changes:<br />
<br />
[[File:Delete tags from vendor profile.png|border|300px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Manage vendor tags]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Troubleshooting_with_website_availability_and_performance&diff=24329Troubleshooting with website availability and performance2023-01-18T05:58:27Z<p>Artem: </p>
<hr />
<div>This is an instruction on what should be done if the system does not seem to be working properly.<br />
<br />
It includes cases when pages load unusually slow, do not load at all, files take too much time to upload/download, etc.<br />
<br />
<br />
'''Please make sure you read this instruction before contacting the support team.'''<br />
<br />
<br />
== '''The information to provide for support team''' ==<br />
<br />
==='''1. Screenshots'''===<br />
<br />
First of all, please make sure you provide enough details for the support team to be able to help you. The best way to describe the issue is by providing screenshots in addition to the explanation.<br />
<br />
<span style="color:red">'''Note:</span>''' please '''keep the URLs of the pages''' on the screenshots. URLs contain important information.<br />
<br />
==='''2. Is the problem local or global?'''===<br />
<br />
In many cases, issues come up locally.<br />
<br />
Please use any/both of the following resources to check if the problem is local:<br />
<br />
'''1.''' [https://www.site24x7.com/check-website-availability.html '''site24x7.com''']<br />
<br />
Paste "https://cloud.protemos.com" in the "Website name" field. Click "Test now".<br />
<br />
Send us the screenshot of the results:<br />
<br />
[[File:Website availability results1.png|border 1000px]]<br />
<br />
<br />
'''2.''' [https://downforeveryoneorjustme.com/cloud.protemos.com?proto=https '''downforeveryoneorjustme.com''']<br />
<br />
Using the link above, you can check whether the website is available globally. If yes, you will see the following result:<br />
<br />
[[File:Website availability results2.png|border 1000px]]<br />
<br />
==='''3. Website certificate'''===<br />
<br />
Certain third-party programs like antivirus software can replace our website certificate with their own, which significantly slows down the server response time and can even lead to getting no response from the server at all.<br />
<br />
Moreover, such a replacement can even take place without you knowing about that, as such programs often update automatically.<br />
<br />
<br />
So, we need to check whether a certificate has been replaced. For us to do that, please provide a screenshot of the certificate by following these steps:<br />
<br />
1. Being logged in your Protemos account, click a lock next to the URL address of any Protemos page:<br />
<br />
[[File:Certificate1.png|border 800px]]<br />
<br />
<br />
<br />
2. Then click "Connection is secure":<br />
<br />
[[File:Certificate2.png|border 800px]]<br />
<br />
<br />
<br />
3. Then click "Certificate is valid":<br />
<br />
[[File:Certificate3.png|border 800px]]<br />
<br />
<br />
<br />
4. And you will see a similar certificate:<br />
<br />
[[File:Certificate4.png|border 800px]]<br />
<br />
Please make a screenshot of it and sent it to us.<br />
<br />
==='''4. Do you use a virtual private network (VPN)?'''===<br />
<br />
If you use VPN, please specify it when describing your problem as well.<br />
<br />
== '''Alternative solution''' ==<br />
<br />
The fastest way to investigate the issue is by accessing your local computer screen.<br />
<br />
It can be done using a remote access solution like [https://www.teamviewer.com/en TeamViewer] or by sharing your screen during a Skype/Zoom call.<br />
<br />
== '''Whom should I contact best?''' ==<br />
<br />
The best way to receive a quick reply is to contact us at '''support@protemos.com''' as in this case, all our support team will be notified.<br />
<br />
You can find additional contact details on this page: [https://protemos.com/contacts.html Contact Protemos team]</div>Artemhttps://wiki.protemos.com/index.php?title=Freelance_edition_user_manual&diff=24102Freelance edition user manual2022-11-03T12:58:12Z<p>Artem: /* Record payments */</p>
<hr />
<div>'''For a brief system overview, please check this video:''' [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=-vaItQijEwE]]<br />
<br />
<br />
<br />
=='''Get started with Protemos'''==<br />
<br />
'''To start working with Protemos, create your account in the system by completing the following steps:'''<br />
<br />
1. Click the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [https://protemos.com www.protemos.com] </span> </U>'''<br />
<br />
[[File:Protemos web page.png|border|700px]]<br />
<br />
2. Go to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.com/account/create Create Account] </span> </U>''' page:<br />
<br />
[[File:Create freelance account.png|border|750px]]<br />
<br />
3. Select your account type:<br />
<br />
[[File:Select freelance account type.png|border|500px]]<br />
<br />
*'''''Enterprise''': select this option if you are going to assign jobs to in-house translators, freelancers or other companies.'' <br />
<br />
''If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.''<br />
<br />
*'''''Freelance''': This is a light and free version of the system. It will suit those who complete all the work on their own and do not pass it to other vendors.<br />
<br />
''The interface does not have the capability to assign jobs to subcontractors. Also, other managers can’t be added.''<br />
<br />
4. Fill in all the boxes and tick the "I'm not a robot" checkbox.<br />
<br />
Please read our '''Privacy policy''' and '''Terms of service'''. To do so, click the corresponding links (highlighted in blue), and click the "'''Sign up'''" button:<br />
<br />
[[File:I'm not a robot new.png|border|300px]]<br />
<br />
5. After clicking the "'''Sign up'''" button, the account will be set up and you will see a welcome screen to start working with the system.<br />
<br />
6. Click the "'''OK, let’s get started!'''" button:<br />
<br />
[[File:Let's get started new.png|border|450px]]<br />
<br />
The system setup wizard will be displayed:<br />
<br />
[[File:wizard services.png|border|900px]]<br />
<br />
7. Enter data for each menu entry: <br />
<br />
*'''Services''' are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.<br />
<br />
*'''Language pairs''' are your language pairs. <br />
<br />
*'''Units''' are units to measure the volume of work. For example, hours, words, pages, etc. <br />
<br />
*'''Specializations''' are your specializations.<br />
<br />
*'''Currencies''' are the currencies you work with such as US dollars or euros. Indicate the main currency of the system here. The system will use it for accounting.<br />
<br />
*'''Payment methods''' are the payment details. They will be used in the invoices the system will generate to send your clients. <br />
<br />
To navigate in the menu entries, use a dedicated navigation menu:<br />
<br />
[[File:Wizard navigation.png|border|900px]]<br />
<br />
Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System settings|'''System settings''']]</U>. <br />
<br />
8. Having completed all the entries, click the "'''Complete wizard'''" button.<br />
<br />
Before you start working with the projects, add your clients to the system.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''My profile settings'''==<br />
<br />
On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, change your username and account password, and link your ProZ.com account.<br />
<br />
To do so, go to the '''My profile''' menu:<br />
<br />
[[File:Account freelance.png|border|800px]]<br />
<br />
For more detailed information, please see the '''<U>[[My profile|My profile]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''System settings'''==<br />
<br />
'''You can change and set system settings in the Settings menu''':<br />
<br />
[[File:Settings menu.png|border|700px]]<br />
<br />
Each menu screen is described below.<br />
<br />
==='''Account'''===<br />
<br />
On the Account page, you can complete or update general information, upload the logo of your company, delete your account.<br />
<br />
[[File:Accoutn tab.png|border|100px]]<br />
<br />
In the '''Account''' section, you can see your account type, account owner, and the registration date.<br />
<br />
[[File:FrAccount info.png|border|1000px]]<br />
<br />
In the '''Legal entity''' section, you can update your account details, upload (or delete) a logo, image that will be displayed in all documents generated by the system: invoices, POs, quotes, etc.<br />
<br />
Click the "'''Update'''" button to change your details or upload a logo:<br />
<br />
[[File:Logo.png|border|800px]]<br />
<br />
<span style="color:red">'''Note:'''</span> Only PNG and JPEG images with a maximum size of 350x350 pixels are supported.</span><br />
<br />
Here you can also set the number of your First client invoice and Client invoice prefix:<br />
<br />
[[File:Fghf.png|border|700px]]<br />
<br />
In the <U>'''[[Account#Default settings|Default settings]]</U>''' you can define the following settings:<br />
<br />
—Default Currency: the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]''' </U> page.<br />
<br />
—Default PDF page size: here you can set the size of the PDF page for invoices generated by the system.<br />
<br />
—Default PDF page orientation: here you can set the PDF page orientation for invoices generated by the system.<br />
<br />
—Default PDF locale: here you may specify the default locale (language, date and time) of invoices for all newly created clients. You may also define it individually for a '''<U>[[Client default settings#PDF locale of client invoices|'''particular client]]</U>'''.<br />
<br />
To change any of the above settings, click "'''Update'''":<br />
<br />
[[File:Def upd3.png|border|800px]]<br />
<br />
==='''Delete account'''===<br />
To delete your Freelance account, go to '''Settings → Account''' and scroll down to the '''Account deletion''' section.<br />
<br />
Here you can permanently delete all your account data and files from the server. <br />
<br />
To do so, click the '''"Delete account"''' button:<br />
<br />
[[File:Account deletion section.png|border|1070px]]<br />
<br />
Enter your password and click '''"Delete"''':<br />
<br />
[[File:Delete account (freelance).png|border|1070px]]<br />
<br />
You will see the corresponding notification once the account is deleted:<br />
<br />
[[File:Account deleted+.PNG|border|720px]]<br />
<br />
==='''System values'''===<br />
<br />
This menu screen contains several submenus:<br />
<br />
[[File:System values 4.png|border|250px]]<br />
<br />
*'''Language pairs'''<br />
<br />
Use this menu to:<br />
<br />
— '''<U>[[Add language pairs|Add new language pairs]]</U>'''<br />
<br />
— Update the language pairs<br />
<br />
— Delete, disable or enable them:<br />
<br />
[[File:Lang pairs.png|border|700px]]<br />
<br />
You can use the '''Disable''' option if you don't want to see this language pair in the drop-down list, for instance, while creating a new project.<br />
<br />
<span style="color:red">'''Note:'''</span> You can’t delete the pairs of languages that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can disable them.<br />
<br />
*'''Services'''<br />
<br />
Use this menu to:<br />
<br />
— '''<U>[[Create service|Add new service]]</U><br />
<br />
— <U>[[Update service|'''Update services''']]</U><br />
<br />
— Delete, disable or enable the services:<br />
<br />
[[File:Sesrvices.png|border|700px]]<br />
<br />
<span style="color:red">'''Note:'''</span> You can’t delete services that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can disable them.<br />
<br />
*'''Specializations'''<br />
<br />
Use this menu to:<br />
<br />
— '''<U>[[Create specialization|Add new specialization]]</U>'''.<br />
<br />
— '''<U>[[Update specialization|Update specializations]]</U>'''.<br />
<br />
— Disable, delete the specializations:<br />
<br />
[[File:Speciaslizations.png|border|700px]]<br />
<br />
<span style="color:red">'''Note:'''</span> You can’t delete specializations you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can disable them.<br />
<br />
*'''Units'''<br />
<br />
Use this menu to:<br />
<br />
— '''<U>[[Create unit|Add new unit]]</U>''' to measure the volume of your work (words, hours, pages, etc.). <br />
<br />
— '''<U>[[Update unit|Update units]]</U>''' or delete it.<br />
<br />
[[File:Units page buttons.png|border|1000px]]<br />
<br />
<span style="color:red">'''Note:'''</span> You can’t delete units that you have already used in the project ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can disable them.<br />
<br />
*'''Currencies'''<br />
<br />
Use this page to:<br />
<br />
— '''<U>[[Currencies#Add currencies|Add new currency]]</U>''' or '''<U>[[Currencies#Set currency as default|set currency as default]]</U>'''.<br />
<br />
— '''<U>[[Currencies#Disable and delete currencies|Disable]]</U>''','''<U>[[Currencies#Disable and delete currencies|delete]]</U>''' them.<br />
<br />
[[File:Change system curr.png|border|900px]]<br />
<br />
If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency. <br />
<br />
<span style="color:red">'''Note''':</span> Protemos is connected to the currency conversion service, so the exchange rate is updated on a daily basis. <br />
That’s why you can always see the correct summary in your default currency.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Object codes'''===<br />
<br />
On this page, you can set the number of your next invoice, project, payment, etc.<br />
<br />
[[File:Obj code.png|border|140px]]<br />
<br />
To '''<U>[[Object_codes#Update_object_ID|update next object ID]]</U>''' or '''<U>[[Object_codes#Update_object_prefix|update object prefixes]]</U>''', click the corresponding buttons:<br />
<br />
[[File:Update freelance.png|border|900px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Payment methods'''===<br />
<br />
Enter your payment details here so the clients can pay you.<br />
<br />
[[File:Paym method.png|border|140px]]<br />
<br />
On this page, you can:<br />
<br />
—'''<U>[[Create payment method|Add various payment methods]]</U>'''. <br />
<br />
—'''<U>[[Update payment method|Update]]</U>''', disable,enable, delete them.<br />
<br />
—'''<U>[[Change default payment method|Change default payment method]]</U>'''.<br />
<br />
[[File:Payments methods default etc.png|border|800px]]<br />
<br />
<span style="color:red">'''Note:'''</span> You can’t delete payment methods you have already used in the system ''("Yes" in the column "Іn use" and no the "Delete" button).'' But you can disable them in case these payment methods no longer needed.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Taxes'''===<br />
<br />
You can define taxes in the system, link them to the clients, and add taxes to your invoices.<br />
<br />
To create a list of taxes, go to '''Settings⇾Taxes'''<br />
<br />
[[File:Taxes list 7.png|border|300px]]<br />
<br />
You may add '''<U>[[Taxes#Taxes list|taxes ]]</U>'''whether as a percentage or flat amount by clicking the '''"New tax"''' button:<br />
<br />
[[File:Taxes list g.png|border|900px]]<br />
<br />
<span style="color:red">'''Note:'''</span> Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them.<br />
<br />
To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''' , go to '''Settings⇾Taxes⇾Default clients taxes set''':<br />
<br />
[[File:Default taxes list page.png|border|300px]]<br />
<br />
To do that, please click the corresponding buttons:<br />
<br />
[[File:Default tax.png|border|750px]]<br />
<br />
The system will be adding this set of taxes to each client when you issue invoices.<br />
<br />
<span style="color:red"> '''Note:'''</span> Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.'''<br />
<br />
For more info on individual sets creation, please see the '''<U>[[Taxes#Custom taxes set for individual client|Custom taxes set for individual client]]</U>''' section.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Reminders'''===<br />
<br />
The system notifies you by email about overdue projects and invoices. <br />
<br />
[[File:Rems.png|border|150px]]<br />
<br />
You can switch these notifications off/on by clicking "'''Update'''":<br />
<br />
[[File:Update remindrs freelance.png|border|900px]]<br />
<br />
For more info on deadline email reminders, please see <U>'''[[Reminders#Update reminders settings|Reminders settings]]''' </U> page.<br />
<br />
==='''SMTP Server'''===<br />
<br />
By default, the system sends all email messages from Protemos own email server, but you can change this and make the system use your own server. <br />
<br />
To do this, click "'''Update'''":<br />
<br />
[[File:SMTP SERVER update button.png|border|1000px]]<br />
<br />
For more details, please see the '''<U>[[SMTP server]]</U>''' page.<br />
<br />
==='''Client portal'''===<br />
<br />
In the Client portal menu, you can check and update the client related settings: project creation by clients, payment method, payment terms.<br />
<br />
Go to '''Settings⇾Client portal''':<br />
<br />
[[File:4.png|border|150px]]<br />
<br />
To change any of these settings, click '''"Update"''':<br />
<br />
[[File:Cl portal update settings.png|border|900px]]<br />
<br />
=='''Add clients'''==<br />
<br />
You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.<br />
<br />
==='''Add clients manually'''===<br />
<br />
There are two ways to add new clients manually:<br />
<br />
1. Click the '''Client''' menu on the top panel and then click '''New client''':<br />
<br />
[[File:New client freelance.png|border|100px]]<br />
<br />
2. Or you may go to '''Clients''' and click the "'''New client'''" button: <br />
<br />
[[File:New client button.png|border|850px]]<br />
<br />
Enter information about your client on the displayed screen. It consists of two sections:<br />
<br />
*Use the '''General info''' section to enter general information about the client:<br />
<br />
[[file:New client general info.png|border|550px]]<br />
<br />
*Use the '''Primary user''' section to enter the client’s primary contact person and click "'''Save'''" to display the client entry.<br />
<br />
[[File:1 client new .png|border|550px]]<br />
<br />
<span style="color:red">'''Note'''</span>: Only clients with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system.<br />
<br />
*On the '''<U>[[Client view page – General info tab|General info]]</U>''' tab you may:<br />
<br />
— '''<U>[[Update client details|Update]]</U>''', delete the client.<br />
<br />
— '''<U>[[Client quick links|Check the client-related objects]]</U>'''.<br />
<br />
— '''<U>[[Manage client tags|Add tags]]</U>'''.<br />
<br />
— '''<U>[[Client view page – General info tab#Primary user|View and edit client's primary contact details]]</U>'''.<br />
<br />
— '''<U>[[Client default settings|Change default payment settings]] </U>'''.<br />
<br />
<span style="color:red">'''Note''':</span> You can’t delete clients involved into recorded projects, invoices or payments.<br />
<br />
*On the '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab, you can:<br />
<br />
— View the list of client’s contacts.<br />
<br />
— Edit or delete them.<br />
<br />
— Add new contacts.<br />
<br />
*On the '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab, you can: <br />
<br />
— View the list of prices agreed with the client. <br />
<br />
— Edit or delete them.<br />
<br />
— Create new prices.<br />
<br />
*On the '''<U>[[Taxes#Custom taxes set for individual client|Taxes]]</U>''' tab, you can: <br />
<br />
— Create a custom taxes set for this client.<br />
<br />
— Define which tax set should be applied (whether custom or default one) for this particular client.<br />
<br />
*On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab, you can:<br />
<br />
— Upload and delete files related to the client.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Import and export clients'''===<br />
<br />
On this page, you can '''<U>[[Import clients from Excel]]</U>''' without the need to enter the required information manually and '''<U>[[Clients list#Export to Excel| Export clients data]]</U>''' to Excel<br />
by clicking the corresponding buttons:<br />
<br />
[[File:Export import Screenshot 1.png|border|800px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Add new quote'''==<br />
<br />
The quote is a potential project. Let's assume that your client has sent you a translation request, but first, he would like to know how much it will cost, time frames for implementation, etc. You can easily convert it to the project.<br />
<br />
There are two ways to create a quote:<br />
<br />
1. Click the '''Quotes''' menu on the top panel and then click '''New quote''':<br />
<br />
[[File:New quote.png|border|100px]]<br />
<br />
2. Or you may go to '''Quotes''', and click the "'''New quote'''" button: <br />
<br />
[[File:Screenвshot 2.png|border|1000px]]<br />
<br />
In both cases, it will open the '''New quote''' page where you can specify all basic details for the quote.<br />
<br />
3. Once the quote is created, you can do the following:<br />
<br />
[[File:Screensрhot 1.png|Quote details page|1000px]]<br />
<br />
*'''Send''' - opens the <u>[[Send quote#Account details|'''Send quote''']]</u> page which allows emailing the quote to the client directly from the system. <br />
<br />
*'''Mark as sent''' - if you not sending the quote through the system, you may move the project and use this button to remember the date of sending. <br />
<br />
*'''Download as PDF''' - clicking this button downloads the quote in PDF format. <br />
<br />
*'''Update''' - opens the '''<u>[[Update quote page|Update quote ]]</u> ''' page on which you can edit the quote.<br />
<br />
*'''Delete''' - deletes the quote.<br />
<br />
==='''Quote sections'''===<br />
<br />
*'''Files''' section: here you can upload the files you received from your client or add links (file URLs) to external files by clicking the corresponding buttons:<br />
<br />
[[File:Quote files section.png|border|1100px]]<br />
<br />
*'''<U>[[Quote CAT logs section|CAT logs]]</U>''' section: here you can upload CAT log files or enter them manually if needed:<br />
<br />
[[File:Quote upload logs buttons.png|border|1100px]]<br />
<br />
*'''<U>[[Quote receivables section|Receivables]]'''</U> section: here you can enter receivables to indicate the amount to be charged from the client:<br />
<br />
[[File:Quote new receivable button.png|border|1100px]]<br />
<br />
=='''Add new project'''==<br />
<br />
After setting up the system and entering the clients in it, you can start new projects.<br />
<br />
1. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then click the "'''New project'''" button:<br />
<br />
[[File:New project.png|border|110px]]<br />
<br />
2. Or you may go to '''Projects''', and click the '''New project''' button:<br />
<br />
[[File:Projects.png|border|900px]]<br />
<br />
3. In both cases, it will open the '''New project''' page where you can enter the required information.<br />
<br />
4. The project will be created.<br />
<br />
==='''Project sections'''===<br />
<br />
5. In the '''Details''' tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:<br />
<br />
[[File:P11.png|border|800px]]<br />
<br />
6. In the '''Files''' tab, you may upload all the necessary files or links to the files (URLs).<br />
<br />
[[File:P2.png|border|900px]]<br />
<br />
7. In the '''Finances''' tab, you may enter the volume of work and '''<U>[[Create_receivable|create receivable]]</U>''' from the client. To do so, click the "'''New receivable'''" button and choose the receivable type:<br />
<br />
[[File:P3.png|border|800px]]<br />
<br />
* '''"Flat rate"'''—if you just need to enter the amount of a receivable without entering volumes and rates.<br />
<br />
* '''"Unit-based"'''—if you have to enter the volume and rate for calculating the price.<br />
<br />
* '''"CAT log based"'''—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.<br />
<br />
You can enter several receivables for a project.<br />
<br />
8. In '''CAT logs''' tab, you may '''<U>[[Project details, CAT logs tab|upload a CAT log file]] </U>''' to your project. To do so, click the "'''Upload CAT log'''" button:<br />
<br />
[[File:P4.png|border|900px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Create CAT log conversion schemes'''===<br />
<br />
Use this menu to '''<U>[[Weighted word count templates|add CAT log conversion schemes]]</U> ''' for the CAT tools you are using, update, delete, or clone templates by clicking the necessary template name in the list.<br />
<br />
To do so, go to '''Projects⇾CAT log conversion schemes''':<br />
<br />
[[File:Cat log sh.png|border|180px]] <br />
<br />
[[file:Add template 1.png|bprder|900px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Create invoices'''==<br />
<br />
1. To '''<U>[[Clients receivables list#Create invoice|create an invoice for the client]]</U>''', go to '''Finances⇾Receivables''':<br />
<br />
[[File:Receiv tab.png|border|110px]]<br />
<br />
2. The list of all receivables will be displayed. Select the needed and click the "'''Invoice selected on this page'''" button:<br />
<br />
[[File:Again.png|border|900px]]<br />
<br />
3. The system will create an invoice and will display its page.<br />
<br />
==='''Invoices list'''===<br />
<br />
You may view the '''<U>[[Client invoices list|list of the invoices]]</U>''' in the Invoices menu:<br />
<br />
[[File:Invoice meny.png|border|110px]] <br />
<br />
To check the respective invoice from the list, click on the invoice code:<br />
<br />
[[File:Inv click the nME.png|border|1000px]]<br />
<br />
It will open the invoice page where you can see the invoice details, taxes, payables, linked payments.<br />
<br />
==='''Invoice sections'''===<br />
<br />
*'''Details section'''<br />
<br />
In this section, you can download as PDF, '''<u>[[Send client invoice|send]]</u>''' or mark as sent, '''<U>[[Write off invoice|write off]]</U>''', '''<u>[[Client invoice Discount & Extra charge|add a discount and an extra charge]]</U>'''.<br />
'''<u>[[Update client invoice|update]]</u>''', and delte the invoice.<br />
<br />
[[File:Invoice detacils.png|border|500px]]<br />
<br />
*'''Taxes section'''<br />
<br />
In this section, you may see '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', '''<U>[[Taxes#Custom taxes set for individual client|custom taxes set]]</U>''' or <U>[[Taxes#Custom taxes set for individual client|'''no taxes''']]</U> may be displayed according to the system settings,<br />
<br />
In any case, you can edit, add new percentage and absolute taxes, by clicking corresponding buttons:<br />
<br />
[[File:Taxes sets 4.png|border|900px]]<br />
<br />
*'''Receivables section'''<br />
<br />
Here you can view, '''<U>[[Client invoice view#Add and remove receivables|add and remove receivables]]</U>''' in unsent invoices by clicking the corresponding buttons:<br />
<br />
[[File:Rec add remive.png|border|900px]]<br />
<br />
*'''Linked payments section'''<br />
<br />
If you have received the payment for the invoice, you can record it by clicking the '''<U>[[Client invoice view#Create linked payment|"Create linked payment"]]</U>''' button:<br />
<br />
[[File:1linked paym.png|border|900px]]<br />
<br />
=='''Record payments'''==<br />
<br />
When the client pays invoices, '''<U> [[Create client payment|create the client payment]] </U>''' and link it with the paid invoices. <br />
<br />
1. Go to the '''Finances⇾Payments''' menu and click "'''New payment'''":<br />
<br />
[[File:Paym new button.png|border|850px]]<br />
<br />
2. Select the client from the list, enter the required information and click the "Create" button:<br />
<br />
[[File:1 client .png|border|480px]]<br />
<br />
3. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:<br />
<br />
[[File:Linked invoices 1.png|border|900px]]<br />
<br />
By this action, you cover the payment by invoices. Pay attention that only invoices with the matched currency and legal entity can be linked to the payment.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Client prices'''==<br />
<br />
To display the '''<U>[[Client prices list]]</U>''', go to '''Finances ⇾ Prices''':<br />
<br />
[[File:Proces.png|border|100px]]<br />
<br />
Here you can view and '''<U>[[Client prices list#Create general price|create]]</U>''' general client prices, '''<U>[[Client_prices_list#Import_and_export_prices|import]]</U>''' and export the list of all clients prices to Excel, and '''<U>[[Client prices list#Edit price|update]]</U>''' or delete client prices:<br />
<br />
[[File:Prices list.png|border|1100px]]<br />
<br />
<span style="color:red">'''Note:'''</span> Here you may also create general prices without reference to the particular client or type of service, specialization etc. <br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Filters'''==<br />
<br />
Each page has filters you can use to display the necessary entries in the tables.<br />
<br />
==='''Quotes filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Quote filters.png|border|1000px]]<br />
<br />
*'''Quote code'''—displays only the quotes with the code containing the entered value.<br />
<br />
*'''Quote name'''—displays only the quotes with the name containing the specified text.<br />
<br />
*'''Description'''—displays only the quotes with the description containing the specified text.<br />
<br />
*'''Quote tag'''—displays only the quotes with the quote tag containing the specified text.<br />
<br />
*'''Specialization'''—displays only the quotes with the specified specialization.<br />
<br />
*'''Client'''—displays only the quotes for a specific client.<br />
<br />
*'''Client tag'''—displays only the quotes with the client tag containing the specified text.<br />
<br />
*'''Start date'''—displays only the quotes which were started in the specified period of time.<br />
<br />
*'''Deadline date'''—displays only the quotes with deadlines in the specified period of time.<br />
<br />
*'''Close date'''—displays only the quotes with the close date in the specified period of time.<br />
<br />
*'''Statuses'''—displays only the quotes with the specified status (Draft, Sent, Accepted, Rejected).<br />
<br />
*'''Has receivables''' - displays quotes with or without receivables in accordance with the filter value applied (Yes, No). <br />
<br />
*'''Is sent''' - displays sent or unsent quotes in accordance with the filter value applied (Yes, No). <br />
<br />
*'''Is expired'''—displays expired or unexpired quotes in accordance with the filter value applied (Yes, No). <br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Quote requests fillter'''===<br />
<br />
The filter look as follows:<br />
<br />
[[File:Quote request filters.png|border|1000px]]<br />
<br />
*'''Quote request code'''—displays only the quote request with the code containing the entered value.<br />
<br />
*'''Quote request name'''—displays only the quote request with the name containing the specified text.<br />
<br />
*'''Description'''—displays only the quote request with the description containing the specified text.<br />
<br />
*'''Client'''—displays only the quote requests from a specific client.<br />
<br />
*'''Specialization'''—displays only the quote request with the specified specialization.<br />
<br />
*'''Statuses'''— filters the quote requests by a specific status (New, Quoted, Rejected).<br />
<br />
*'''Start date'''—displays only the quote requests which were started in the specified period of time.<br />
<br />
*'''Delivery date'''—displays only the quote requests with the date of delivery in the specified period of time.<br />
<br />
*'''Created Date Range'''— displays only the quote requests with the created date in the specified period of time.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Projects filter'''===<br />
<br />
The fillter looks as follows:<br />
<br />
[[File:Pr fil 3.png|border|1100px]]<br />
<br />
*'''Project code'''—displays only the projects with the code containing the entered value.<br />
<br />
*'''Project name'''—displays only the projects with the name containing the specified text.<br />
<br />
*'''Description'''—displays only the projects with the description containing the specified text.<br />
<br />
*'''Project tag'''—displays only the projects with the tag containing the specified text.<br />
<br />
*'''Specialization'''—displays only the projects with the specified specialization.<br />
<br />
*'''Client'''—displays only the projects for a specific client.<br />
<br />
*'''Client tag'''—displays only the projects with the client tag containing the specified text.<br />
<br />
*'''Start date'''—displays only the projects which were started in the specified period of time.<br />
<br />
*'''Deadline date'''—displays only the projects with deadlines in the specified period of time.<br />
<br />
*'''Completion date'''—displays only the projects which were completed in the specified period of time.<br />
<br />
*'''Statuses'''—displays only the projects with the specified status (Proposed by client, Active, confirmed by manager, Proposal rejected, Completed, Completion accepted, Completion rejected, Canceled).<br />
<br />
*'''Overdue'''—displays overdue or not overdue projects in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Free of charge'''—displays projects marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has receivables'''—displays projects with or without receivables in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Created from quote'''—displays only the created from quotes projects. <br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Clients filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Cl filter.png|border|1000px]]<br />
<br />
*'''Code'''—displays only the clients with the code containing the specified symbols combination.<br />
<br />
*'''Types'''—displays only the clients of the specified type (Company, Individual).<br />
<br />
*'''Company name'''—displays only the clients with the company name containing the specified symbols combination.<br />
<br />
*'''Country'''—displays only the clients from the specific country.<br />
<br />
*'''Primary user'''—displays only the clients with the primary user name containing the entered symbols combination.<br />
<br />
*'''Email'''—displays only the clients with the email containing the specified symbols combination.<br />
<br />
*'''Note'''—displays only the clients with notes containing the specified symbols combination.<br />
<br />
*'''Client tag'''—displays only the clients with '''<U>[[Manage client tags|tags]]</U>''' containing the specified symbols combination.<br />
<br />
*'''Assignable'''—displays only clients that can or cannot be assigned to projects in accordance with the filter value applied (Yes, No). <br />
<br />
*'''Can log in'''—displays only clients that can or cannot log in in accordance with the filter value applied (Yes, No). <br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Clients receivables filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Re filter.png|border|1000px]]<br />
<br />
*'''Receivable code''' - displays only the receivables with the specified symbols in the code.<br />
<br />
*'''PO number''' - displays only the receivables with the entered PO number.<br />
<br />
*'''Client''' - displays only the receivables for the selected client.<br />
<br />
*'''Project name''' - displays only the receivables for the projects with the specified name.<br />
<br />
*'''Project deadline date''' - displays only the receivables for the projects with the deadlines within the specified deadline range.<br />
<br />
*'''Project statuses''' - displays only the receivables for the projects with the specified statuses (Proposed by client, Active, confirmed by manager, Proposal rejected, Completed, Completion accepted, Completion rejected, Canceled). <br />
<br />
*'''Is invoiced''' - displays receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has PO number''' - displays receivables with or without PO number in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Note (hidden from client)'''—displays only the receivables with notes hidden from the client containing the specified symbols combination.<br />
<br />
*'''Note (vissible to client)'''—displays only the receivables with notes visible to the client containing the specified symbols combination.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Clients invoices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Cl invoices filter.png|border|1000px]]<br />
<br />
*'''Code'''—displays only the invoices with the code containing the specified symbols combination.<br />
<br />
*'''Payment method'''—displays only the invoices with the specified payment method.<br />
<br />
*'''Total'''—displays only the invoices within the specified total amount range.<br />
<br />
*'''Currency'''—displays only the invoices with the specified currency.<br />
<br />
*'''Creation date'''—displays only the invoices created within the specified date range. <br />
<br />
*'''Due date'''—displays only the invoices with the due date within the specified date range. <br />
<br />
*'''Note'''—displays only the invoices with the note containing the specified symbols combination.<br />
<br />
*'''Overdue'''—displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Is sent'''—displays only the invoices which have been sent or have not been sent according to the filter value applied (Yes, No).<br />
<br />
*'''Has linked payments'''—displays only the invoices with or without linked payments according to the filter value applied (Yes, No).<br />
<br />
*'''Fully covered'''—displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Clients payments filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Paymm filter.png|border|1000px]]<br />
<br />
*'''Code'''—displays only the payments with the code containing the specified symbols combination.<br />
<br />
*'''Note'''—displays the payments with notes containing the specified symbols combination.<br />
<br />
*'''Amount'''—displays the payments with the specified amount range. <br />
<br />
*'''Currency'''—displays only the payments with the specified type of currency.<br />
<br />
*'''Creation date''' - displays only the payments created within the specified date range.<br />
<br />
*'''Paid at date''' - displays only the payments received within the specified date range. <br />
<br />
*'''Has linked invoices''' - displays only the payments with or without linked invoices according to the filter value applied (Yes, No).<br />
<br />
*'''Is fully covered''' - displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Clients prices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Cl prices filters.png|border|1000px]]<br />
<br />
*'''Client'''—displays only the prices for the selected client.<br />
<br />
*'''Client tag'''—displays only the prices with the client tag containing the specified text.<br />
<br />
*'''Language pair'''—displays only the prices with the selected language pair.<br />
<br />
*'''Service'''—displays only the prices with the selected service.<br />
<br />
*'''Specialization'''—displays only the prices with the specified specialization.<br />
<br />
*'''Unit''' - displays only the prices with the specified measurement unit.<br />
<br />
*'''Price range'''—displays only the prices within the specified price range.<br />
<br />
*'''Currency'''—displays only the prices with the specified type of currency.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Reports'''==<br />
<br />
There are several reports in the system enabling you to analyze the financial results of your activity for a defined period:<br />
<br />
[[File:Reports.1.png|border|180px]]<br />
<br />
==='''General finances'''===<br />
<br />
These reports show income dynamics and how finances by receivables, invoices, and payments change over months.<br />
<br />
===='''General finances by receivables'''====<br />
<br />
To view the '''General finances by receivables''' reports, go to '''Reports ⇾ General finances ⇾ General finances by receivables''':<br />
<br />
[[File:General finances by receivables.png|border|400px]]<br />
<br />
You can select the period of time for reporting and project tags:<br />
<br />
[[File:General finances by receivables filters.png|border|1000px]]<br />
<br />
On this page, you can see the following report:<br />
<br />
*'''Monthly finances by receivables'''<br />
<br />
This report shows the income dynamic based on receivables in your projects:<br />
<br />
[[File:Monthly finances by receivables.png|border|1000px]]<br />
<br />
===='''General finances by invoices'''====<br />
<br />
To view the '''General finances by invoices''' reports, go to '''Reports ⇾ General finances ⇾ General finances by invoices''':<br />
<br />
[[File:Monthly finances by invoices.png|border|400px]]<br />
<br />
You can select the period of time for reporting:<br />
<br />
[[File:Finances by invoices filters.png|border|1000px]]<br />
<br />
On this page, you can see the following report:<br />
<br />
*'''Monthly finances by invoices'''<br />
<br />
This report shows the income dynamic based on client invoices:<br />
<br />
[[File:Monthly finances by invoices1.png|border|1000px]]<br />
<br />
===='''General finances by payments'''====<br />
<br />
To view the '''General finances by payments''' reports, go to '''Reports ⇾ General finances ⇾ General finances by payments''':<br />
<br />
[[File:General finances by payments.png|border|400px]]<br />
<br />
You can select the period of time for reporting:<br />
<br />
[[File:Finances by invoices filters.png|border|1000px]]<br />
<br />
On this page, you can see the following report:<br />
<br />
*'''Monthly finances by payments'''<br />
<br />
This report shows the income dynamic based on client payments:<br />
<br />
[[File:Monthly finances by payments1.png|border|1000px]]<br />
<br />
===='''Export data to Excel'''====<br />
<br />
You can export each type of general finances reports to Excel by clicking the "Export to Excel" button over the upper right corner of the table:<br />
<br />
[[File:Export data1.png|border|1000px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Income by invoices'''===<br />
<br />
To view the '''Income by invoices''', go to '''Reports⇾Income by invoices''':<br />
<br />
[[File:Income by invoices.png|border|150px]]<br />
<br />
Here you may see your finances reports for each client based on the client invoices.<br />
<br />
All amounts are converted to the default currency of your account.<br />
<br />
You can select the period of time for reporting, clients, their types, and client country:<br />
<br />
[[File:Income by invoices (filters).PNG|border|1070px]]<br />
<br />
*'''Monthly income per client by invoices'''<br />
<br />
Here you can see the income per client based on the invoices you issued for them:<br />
<br />
[[file:FA Rep mon income by invoices.jpg|border|800px]]<br />
<br />
*'''Monthly income share per client by invoices'''<br />
<br />
This report shows how the share of invoices per clients was changing monthly:<br />
<br />
[[file:FA Rep mon income share by invoices.jpg|border|800px]]<br />
<br />
*'''Income share per client by invoices'''<br />
<br />
This report shows the share of invoices per clients over the selected period of time:<br />
<br />
[[file:FA Rep income share by invoices.jpg|border|800px]]<br />
<br />
*'''Monthly income per client by invoices summary table'''<br />
<br />
This table shows all invoice amounts per client and month:<br />
<br />
[[file:FA Rep mon income by invoices table.jpg|border|340px]]<br />
<br />
For more info on these reports, please see the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices reports]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Income by payments'''===<br />
<br />
To view the '''Income by payments''' reports, go to '''Reports⇾Income by payments''':<br />
<br />
[[File:Income by PAYM.png|border|150px]]<br />
<br />
These reports show how the clients were paying you.<br />
<br />
All amounts are converted to the default currency of your account.<br />
<br />
You can select the period of time for reporting, clients, their types, and client country:<br />
<br />
[[File:Income by invoices (filters).PNG|border|1070px]]<br />
<br />
*'''Monthly income per client by payments''' <br />
<br />
Here you can see the amounts of payments per each client monthly:<br />
<br />
[[file:FA Rep mon income by payments.jpg|border|800px]]<br />
<br />
*'''Monthly income share per client by payments'''<br />
<br />
Here you can see how the share of payments per client was changing monthly:<br />
<br />
[[file:FA Rep mon income share by payments.jpg|border|800px]]<br />
<br />
*'''Income share per client by payments'''<br />
<br />
This diagram shows the share of each client in payments received over the specified period of time:<br />
<br />
[[file:FA Rep income share by payments.jpg|border|950px]]<br />
<br />
*'''Monthly income per client by payments summary table'''<br />
<br />
This table shows all payment amounts per client monthly:<br />
<br />
[[file:FA Rep mon income by payments table.jpg|border|400px]]<br />
<br />
For more details, please see the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments reports]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Export data'''==<br />
<br />
On every main page, you can export the tables into Excel.<br />
<br />
To do so, go to the required menu and click the '''"Export to Excel"''' button:<br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
For instructions on how to export the required data to Excel, please click the corresponding links:<br />
<br />
*'''<U>[[Quotes list#Export to Excel|Export quotes data to Excel]]</U>'''<br />
<br />
*'''<U>[[Projects list#Export to Excel|Export projects data to Excel]]</U>'''<br />
<br />
*'''<U>[[Clients list#Export to Excel|Export clients data to Excel]]</U>'''<br />
<br />
*'''<U>[[Client_prices_list#Import_and_export_prices|Export clients prices to Excel]]</U>'''<br />
<br />
*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to Excel]]</U>'''<br />
<br />
*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to Excel]]</U>'''<br />
<br />
*'''<U>[[Client payments list#Export to Excel|Export clients payments to Excel]]</U>''' <br />
<br />
*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to Excel]]</U>'''<br />
<br />
=='''Additional information'''==<br />
The system supports all the modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. <br />
<br />
If you experience issues, we recommend using the modern browser. We are improving the system all the time. <br />
<br />
That’s why its user interface may change and look a little bit differently from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us (od@protemos.com).<br />
<br />
<br />
<span style="color:red"> Attention!</span> Some links on this page may refer to the features of the Enterprise account type.<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=MediaWiki:Sidebar&diff=24079MediaWiki:Sidebar2022-10-31T07:14:08Z<p>Artem: </p>
<hr />
<div><br />
* navigation<br />
<br />
* Welcome pages<br />
** mainpage|mainpage-description<br />
** Quick start guide to Protemos|Quick start guide<br />
** User Manuals|User manuals<br />
<br />
* Main pages<br />
** Dashboard|Dashboard<br />
** Quotes|Quotes<br />
** Projects|Projects<br />
** Jobs|Jobs<br />
** To-dos|To-dos<br />
** Clients|Clients<br />
** Vendors|Vendors<br />
** Files|Files<br />
** Reports|Reports<br />
** System settings|Settings<br />
** My profile|My profile<br />
<br />
* Help<br />
** Frequently Asked Questions|FAQ<br />
** Troubleshooting with website availability and performance|Troubleshooting<br />
** Hot tips|Hot tips<br />
** Release history|Release history<br />
<br />
* Additional pages<br />
** Global search|Global search<br />
** Filters|Filters<br />
** Export data to Excel|Export data <br />
** System reminders and notifications|System notifications<br />
<br />
* SEARCH</div>Artemhttps://wiki.protemos.com/index.php?title=Integrations&diff=23531Integrations2022-09-07T07:32:51Z<p>Artem: </p>
<hr />
<div>''memoQ integration page: [https://cloud.protemos.com/account/memoq https://cloud.protemos.com/account/memoq]''<br />
<br />
''Smartcat integration page: https://cloud.protemos.com/account/smartcat''<br />
<br />
''TQ Auditor integration page: https://cloud.protemos.com/account/tqauditor''<br />
<br />
----<br />
<br />
* Protemos is integrated with '''<U> [https://www.memoq.com// memoQ] </U>''' platform — is a proprietary computer-assisted translation software.<br />
<br />
For more details, please see the '''<U>[[MemoQ integration]]</U>''' page.<br />
<br />
<br />
* Protemos is integrated with '''<U> [https://www.smartcat.com/ Smartcat]</U>''' system — a computer-assisted translation web app that enables collaborative translation.<br />
<br />
For more details, please see the '''<U>[[Smartcat integration]]</U>''' page.<br />
<br />
<br />
* Protemos is integrated with '''<U>[https://tqauditor.com/ TQAuditor]</U>''' system — a tool for giving feedback to translators and tracking quality of their work.<br />
<br />
For more details, please see the '''<U>[[TQAuditor integration]]</U>''' page.</div>Artemhttps://wiki.protemos.com/index.php?title=System_settings&diff=22979System settings2022-08-15T08:37:09Z<p>Artem: </p>
<hr />
<div>'''[[Account]]'''<br />
<br />
[[Change account owner]]<br />
<br />
[[Delete account]]<br />
<br />
----<br />
<br />
'''[[License]]'''<br />
<br />
----<br />
<br />
'''[[Managers]]'''<br />
<br />
----<br />
<br />
'''[[Legal entities]]'''<br />
<br />
----<br />
<br />
'''[[Language pairs|System values ⇾ Language pairs]]'''<br />
<br />
[[Add language pairs]]<br />
<br />
[[Disable language pair]]<br />
----<br />
'''[[Services|System values ⇾ Services]]'''<br />
<br />
[[Create service]]<br />
<br />
[[Update service]]<br />
----<br />
'''[[Specializations|System values ⇾ Specializations]]'''<br />
<br />
[[Create specialization]]<br />
<br />
[[Update specialization]]<br />
----<br />
<br />
'''[[Units|System values ⇾ Units]]'''<br />
<br />
[[Create unit]]<br />
<br />
[[Update unit]]<br />
<br />
----<br />
<br />
'''[[Currencies|System values ⇾ Currencies]]'''<br />
<br />
----<br />
<br />
'''[[Object codes]]'''<br />
<br />
----<br />
<br />
'''[[Payment methods]]'''<br />
<br />
[[Create payment method]]<br />
<br />
[[Update payment method]]<br />
<br />
[[Change default settings]]<br />
<br />
----<br />
<br />
'''[[Taxes]]''' <br />
<br />
----<br />
<br />
'''[[Reminders]]'''<br />
<br />
----<br />
<br />
'''[[SMTP server]]'''<br />
<br />
----<br />
<br />
'''[[Client portal]]'''<br />
<br />
----<br />
<br />
'''[[Vendor portal]]'''<br />
<br />
[[Vendor application URL]] <br />
<br />
----<br />
<br />
'''[[Access rights]]'''<br />
<br />
----<br />
<br />
'''[[Email templates]]''' <br />
<br />
----<br />
<br />
'''[[PDF templates]]''' <br />
<br />
----<br />
<br />
'''[[Integrations]]'''<br />
<br />
[[MemoQ integration]] <br />
<br />
[[Smartcat integration]]<br />
<br />
[[TQAuditor integration]]<br />
<br />
[[QuickBooks integration]]<br />
<br />
[[Memsource integration]] - <span style="color: red"> coming soon </span><br />
<br />
----<br />
<br />
'''[[Common notes]]''' <br />
<br />
----<br />
<br />
[[System reminders and notifications]]</div>Artemhttps://wiki.protemos.com/index.php?title=System_settings&diff=22978System settings2022-08-15T08:36:43Z<p>Artem: </p>
<hr />
<div>'''[[Account]]'''<br />
<br />
[[Change account owner]]<br />
<br />
[[Delete account]]<br />
<br />
----<br />
<br />
'''[[License]]'''<br />
<br />
----<br />
<br />
'''[[Managers]]'''<br />
<br />
----<br />
<br />
'''[[Legal entities]]'''<br />
<br />
----<br />
<br />
'''[[Language pairs|System values ⇾ Language pairs]]'''<br />
<br />
[[Add language pairs]]<br />
<br />
[[Disable language pair]]<br />
----<br />
'''[[Services|System values ⇾ Services]]'''<br />
<br />
[[Create service]]<br />
<br />
[[Update service]]<br />
----<br />
'''[[Specializations|System values ⇾ Specializations]]'''<br />
<br />
[[Create specialization]]<br />
<br />
[[Update specialization]]<br />
----<br />
<br />
'''[[Units|System values ⇾ Units]]'''<br />
<br />
[[Create unit]]<br />
<br />
[[Update unit]]<br />
<br />
----<br />
<br />
'''[[Currencies|System values ⇾ Currencies]]'''<br />
<br />
----<br />
<br />
'''[[Object codes]]'''<br />
<br />
----<br />
<br />
'''[[Payment methods]]'''<br />
<br />
[[Create payment method]]<br />
<br />
[[Update payment method]]<br />
<br />
[[Change default settings]]<br />
<br />
----<br />
<br />
'''[[Taxes]]''' <br />
<br />
----<br />
<br />
'''[[Reminders]]'''<br />
<br />
----<br />
<br />
'''[[SMTP server]]'''<br />
<br />
----<br />
<br />
'''[[Client portal]]'''<br />
<br />
----<br />
<br />
'''[[Vendor portal]]'''<br />
<br />
[[Vendor application URL]] <br />
<br />
----<br />
<br />
'''[[Access rights]]'''<br />
<br />
----<br />
<br />
<br />
'''[[Email templates]]''' <br />
<br />
----<br />
<br />
<br />
'''[[PDF templates]]''' <br />
<br />
----<br />
<br />
'''[[Integrations]]'''<br />
<br />
[[MemoQ integration]] <br />
<br />
[[Smartcat integration]]<br />
<br />
[[TQAuditor integration]]<br />
<br />
[[QuickBooks integration]]<br />
<br />
[[Memsource integration]] - <span style="color: red"> coming soon </span><br />
<br />
----<br />
<br />
'''[[Common notes]]''' <br />
<br />
----<br />
<br />
[[System reminders and notifications]]</div>Artemhttps://wiki.protemos.com/index.php?title=To-dos&diff=22908To-dos2022-08-11T09:17:04Z<p>Artem: /* New to-do */</p>
<hr />
<div>__FORCETOC__<br />
''To-dos page: [https://cloud.protemos.com/todo/index https://cloud.protemos.com/todo/index]''<br />
=='''General information'''==<br />
<br />
You can create a to-do for your managers or for yourself to perform different tasks related to projects, jobs, production, or anything you need. <br />
<br />
To-dos are private and are visible for creators and assignees, only the Administrator can see the list of all the to-dos. <br />
<br />
=='''New to-do'''==<br />
<br />
To create a to-do, click on the '''To-dos''' menu on the top panel and then click '''"New to-do"''':<br />
<br />
[[File:New to-do menu.png|border|150px]]<br />
<br />
Or you can click the '''"New to-do"''' button on the '''To-dos''' page:<br />
<br />
[[File:1 new to-do 2.png|border|900px]]<br />
<br />
Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and press the '''"Create"''' button:<br />
<br />
[[File:To-do 1.png|border|600px]]<br />
<br />
<span style="color:red">'''Note: '''</span>You can assign a to-do to a manager or to yourself.<br />
<br />
You can '''Complete, Reopen, Cancel, Reassign, Update or Delete''' the to-do: <br />
<br />
[[File:To do 2.png|border|900px]]<br />
<br />
Also, manage the attachments, and send the messages to the creator and the assignee of the to-do:<br />
<br />
[[File:1 to-do actions.png|border|900px]]<br />
<br />
=='''To-dos notifications'''==<br />
<br />
==='''To the assignee'''===<br />
<br />
The assignee gets the to-do notifications in the following cases:<br />
<br />
*If someone creates a to-do for you:<br />
<br />
[[File:1 to do assigned to you.png|border|400px]]<br />
<br />
*If someone updates the to-do:<br />
<br />
[[File:2 to do updated.png|border|400px]]<br />
<br />
*If you were reassigned:<br />
<br />
[[File:6 to do reassigned.png|border|400px]]<br />
<br />
*If someone cancels the to-do:<br />
<br />
[[File:4 to-do cancel.png|border|400px]]<br />
<br />
*If the to-do was deleted:<br />
<br />
[[File:5 to do deleted.png|border|400px]]<br />
<br />
*The reminder about the to-do:<br />
<br />
[[File:3 to still active.png|border|400px]]<br />
<br />
*If someone sends a message:<br />
<br />
[[File:9 message received.png|border|400px]]<br />
<br />
==='''To the manager who created a to-do'''===<br />
<br />
The manager who creates a to-do gets the to-do notifications in the following cases:<br />
<br />
*If someone sends a message: <br />
<br />
[[File:Todo1.png|border|400px]]<br />
<br />
*If a to-do was completed:<br />
<br />
[[File:Todo2.png|border|400px]]<br />
<br />
*If a to-do is overdue:<br />
<br />
[[File:Todo3.png|border|400px]]<br />
<br />
*If a to-do is still active (only if the manager who created it is the assignee):<br />
<br />
[[File:Todo4.png|border|400px]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=To-dos]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=QuickBooks_integration&diff=22573QuickBooks integration2022-07-22T07:22:27Z<p>Artem: </p>
<hr />
<div><span style="color: orange">'''Please note</span> that integration is currently available only for QuickBooks accounts registered in the USA.'''<br />
<br />
To enable the Quickbooks integration, please go to Settings -> Integrations -> QuickBooks or use this link: [[https://cloud.protemos.com/account/quickbooks QuickBooks integration]]<br />
<br />
Press "Enable":<br />
<br />
[[File:QB0.png|border|1000 px]]<br />
<br />
You will be redirected to QuickBooks App Store page. Press "Connect":<br />
<br />
[[File:QB01.png|border|500 px]]<br />
<br />
Having enabled the integration, you will be able to push client invoices to QuickBooks or link them with already existing ones.<br />
<br />
Please go to the "Linked QuickBooks invoice details" section on the invoice page and use the needed option: <br />
<br />
[[File:QB1.png|border|1000 px]]<br />
<br />
Please note that the invoice will be created only if the corresponding client, services, and taxes are already predefined in your Quickbooks account.<br />
<br />
::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client data (First and Last name, company name, email address) should perfectly match in both systems. Client company name on Protemos should correspond to the "Customer display name" on Quickbooks.</div>Artemhttps://wiki.protemos.com/index.php?title=QuickBooks_integration&diff=22572QuickBooks integration2022-07-22T07:22:01Z<p>Artem: </p>
<hr />
<div><span style="color: orange">'''Please note</span> that integration is currently available only for QuickBooks accounts registered in the USA.'''<br />
<br />
To enable the Quickbooks integration, please go to Settings -> Integrations -> QuickBooks or use this link: [[https://cloud.protemos.com/account/quickbooks QuickBooks integration]]<br />
<br />
Press "Enable":<br />
<br />
[[File:QB0.png|border|1000 px]]<br />
<br />
You will be redirected to QuickBooks App Store page. Press "Connect":<br />
<br />
[[File:QB01.png|border|500 px]]<br />
<br />
Having enabled the integration, you will be able to push client invoices to QuickBooks or link them with already existing ones.<br />
<br />
Please go to the "Linked QuickBooks invoice details" section on the invoice page and use the needed option: <br />
<br />
[[File:QB1.png|border|1000 px]]<br />
<br />
Please note that the invoice will be created only if the corresponding client, services, and taxes are already predefined in your Quickbooks account.<br />
<br />
::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client data (First and Last name, company name, email address) should perfectly match in both systems. Company name on Protemos should correspond to the "Customer display name" on Quickbooks.</div>Artemhttps://wiki.protemos.com/index.php?title=QuickBooks_integration&diff=22571QuickBooks integration2022-07-22T07:21:54Z<p>Artem: </p>
<hr />
<div><span style="color: orange">'''Please note</span> that integration is currently available only for QuickBooks accounts registered in the USA.'''<br />
<br />
To enable the Quickbooks integration, please go to Settings -> Integrations -> QuickBooks or use this link: [[https://cloud.protemos.com/account/quickbooks QuickBooks integration]]<br />
<br />
Press "Enable":<br />
<br />
[[File:QB0.png|border|1000 px]]<br />
<br />
You will be redirected to QuickBooks App Store page. Press "Connect":<br />
<br />
[[File:QB01.png|border|500 px]]<br />
<br />
Having enabled the integration, you will be able to push client invoices to QuickBooks or link them with already existing ones.<br />
<br />
Please go to the "Linked QuickBooks invoice details" section on the invoice page and use the needed option: <br />
<br />
[[File:QB1.png|border|1000 px]]<br />
<br />
Please note that the invoice will be created only if the corresponding client, services, and taxes are already predefined in your Quickbooks account.<br />
<br />
::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client data (First and Last name, company name, email address) should perfectly match in both systems. <br />
Company name on Protemos should correspond to the "Customer display name" on Quickbooks.</div>Artemhttps://wiki.protemos.com/index.php?title=QuickBooks_integration&diff=22570QuickBooks integration2022-07-22T07:21:45Z<p>Artem: </p>
<hr />
<div><span style="color: orange">'''Please note</span> that integration is currently available only for QuickBooks accounts registered in the USA.'''<br />
<br />
To enable the Quickbooks integration, please go to Settings -> Integrations -> QuickBooks or use this link: [[https://cloud.protemos.com/account/quickbooks QuickBooks integration]]<br />
<br />
Press "Enable":<br />
<br />
[[File:QB0.png|border|1000 px]]<br />
<br />
You will be redirected to QuickBooks App Store page. Press "Connect":<br />
<br />
[[File:QB01.png|border|500 px]]<br />
<br />
Having enabled the integration, you will be able to push client invoices to QuickBooks or link them with already existing ones.<br />
<br />
Please go to the "Linked QuickBooks invoice details" section on the invoice page and use the needed option: <br />
<br />
[[File:QB1.png|border|1000 px]]<br />
<br />
Please note that the invoice will be created only if the corresponding client, services, and taxes are already predefined in your Quickbooks account.<br />
<br />
::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client data (First and Last name, company name, email address) should perfectly match in both systems.<br />
<br />
Company name on Protemos should correspond to the "Customer display name" on Quickbooks.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_view_page,_Taxes_tab&diff=22533Vendor view page, Taxes tab2022-07-21T11:27:28Z<p>Artem: </p>
<hr />
<div>Go to the necessary vendor profile and click the '''Taxes''' tab.<br />
<br />
On this tab you can create a custom taxes set for this vendor. <br />
<br />
Here you may also define which taxes set should be applied (whether custom or default one) for this particular vendor.<br />
<br />
By default, the global taxes set (default vendors taxes set) is applied whenever an invoice is generated:<br />
<br />
To apply a custom taxes set for this vendor, press the "'''Define custom set'''" button:<br />
<br />
[[File:2020-07-17 101335.png|border|1100px]]<br />
<br />
<span style="color:red"> '''Note:'''</span> If the custom taxes set is applied, but it remains empty - no taxes will be added whenever an invoice is generated for this particular vendor:<br />
<br />
You can add individual taxes as the percentage and flat amount by pressing corresponding buttons:<br />
<br />
[[File:2020-07-17 101454.png|border|1100px]]<br />
<br />
For more info, please see the '''<U>[[Taxes#Add custom vendor percentage taxes|Add custom vendor percentage taxes]]</U>''' and '''<U>[[Taxes#Add custom vendor absolute taxes|Add custom vendor absolute taxes]]</U>''' sections. <br />
<br />
=='''Other tabs on the page'''==<br />
<br />
*'''General info'''—view and edit vendor info and payment conditions.<br />
<br />
*'''Contact persons'''—the list of vendor’s contact persons (available if the vendor is a '''Company''').<br />
<br />
*'''Payment methods'''—payment methods of the vendor.<br />
<br />
*'''Prices'''—the list of prices agreed with the vendor.<br />
<br />
*'''Documents'''—intended for storing any documents related to the vendor.<br />
<br />
*'''Availability chart'''—here you can see the chart and list of all active jobs assigned to the vendor.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22430Vendor quick start guide2022-07-18T08:06:51Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Vendor account registration''' <br> <br> [[File:1ag.png|60px|link=How to add the vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receiving and delivering jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. Invoicing''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Vendor_user_manual#Invoicing]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. Tracking payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
<br />
|5. " valign="top" align="center" | '''5. Applying on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|6. " valign="top" align="center" |'''6. Messaging''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
<br />
|- style="height:100px"<br />
<br />
<br />
|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Exporting data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
<br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Enterprise_edition_user_manual&diff=22428Enterprise edition user manual2022-07-13T07:53:55Z<p>Artem: /* Client invoice sections */</p>
<hr />
<div>'''For a brief system overview, please check this video:''' [[File:YT client.png|40px|link=https://youtu.be/rrG6ImhtWHQ]]<br />
<br />
=='''Get started with Protemos'''==<br />
<br />
To start working with Protemos, please create your account in the system by completing the following steps:<br />
<br />
1. Press the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [https://protemos.com www.protemos.com] </span> </U>'''<br />
<br />
[[File:Create account button.png|border|750px]]<br />
<br />
2. It will bring you to the '''<U> <span style="background-color:yellow"> [https://cloud.protemos.com/account/create Create Account] </span> </U>''' page:<br />
<br />
[[File:Create Enterprise account.png|border|750px]]<br />
<br />
3. Fill in all the boxes and tick the "I'm not a robot" checkbox.<br />
<br />
Please read our '''Privacy policy''' and '''Terms of service''', mark the relevant checkbox and click the "'''Sign up'''" button:<br />
<br />
[[File:I'm not a robot new.png|border|350px]]<br />
<br />
4. After that, the account will be set up and you will see a welcome screen to start working with the system.<br />
<br />
5. Press the "'''OK, let’s get started!'''" button:<br />
<br />
[[File:Let's get started new.png|border|350px]]<br />
<br />
The system setup wizard will be displayed:<br />
<br />
[[File:wizard services.png|border|1000px]]<br />
<br />
6. Enter data for each menu entry: <br />
<br />
*'''Services''' are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.<br />
<br />
*'''Language pairs''' are your language pairs. <br />
<br />
*'''Units''' are units to measure the volume of work. For example, hours, words, pages, etc. <br />
<br />
*'''Specializations''' are your specializations.<br />
<br />
*'''Currencies''' are the currencies you work with such as US dollars or euros. Indicate the main currency of the system here. The system will use it for accounting.<br />
<br />
*'''Payment methods''' are the payment details. They will be used in the invoices the system will generate to send to your clients. <br />
<br />
To navigate in the menu entries, use a dedicated navigation menu:<br />
<br />
[[File:Wizard navigation.png|border|1000px]]<br />
<br />
Don’t worry if you select something wrong. You’ll be able to change these values in the '''<U>[[System settings]]</U>'''. <br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''My profile settings'''==<br />
<br />
On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, and change your username and account password.<br />
<br />
To do so, go to the '''My profile''' menu:<br />
<br />
[[file:My profile settings.png|border|900px]]<br />
<br />
For more detailed information, please see the '''<U>[[My profile|My profile]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Settings'''==<br />
<br />
You can change and set system settings in the '''Settings''' menu:<br />
<br />
[[File:Settingvs menu.png|border|150px]]<br />
<br />
Each of these menu screens is described below.<br />
<br />
==='''Account'''===<br />
<br />
On the "'''Account'''" page you can change the account owner, update the account name, update default settings, delete your account.<br />
<br />
*The '''Account info''' section contains common information about your company. <br />
<br />
Here you can '''<u>[[Update account details|update information]]</u>''' about your company and <U>'''[[Change account owner|change the account owner]]''' </U> ''(available only for the owner of the account)'':<br />
<br />
[[File:Account itself.png|border|700px]]<br />
<br />
*'''Default settings'''<br />
<br />
Here you can define the default legal entity, the time zone for new users, default currency, default PDF page size, orientation, and default PDF locale.<br />
<br />
You may also define it individually for a '''<U>[[Client default settings#PDF locale of client invoices|'''particular client]]</U>''' or '''<U>[[Vendor default settings change#PDF locale of vendor invoices|'''vendor]]</U>'''.<br />
<br />
To change any of the above-mentioned settings, click the following buttons:<br />
<br />
[[File:Account manual.png|border|700px]]<br />
<br />
For more info, please see the'''<U> [[Account#Default settings|Default settings]]</U>''' page.<br />
<br />
*'''Account deletion'''<br />
<br />
You can immediately and permanently '''<U>[[Delete account|delete]]</U>''' all your account data and files from the server by clicking the '''"Delete account"''' button:<br />
<br />
[[File:Dlee r.png|border|800px]]<br />
<br />
==='''License'''===<br />
<br />
When you are registering your account, you get a free one-month trial license. It works just like a normal license, with no limitations.<br />
<br />
When the trial period is over, the account owner may request a license by pressing the "'''Request license'''" button:<br />
<br />
[[File:License details page request license button.png|border|1000px]]<br />
<br />
<span style="color:red">'''Note:'''</span> You can add as many managers as you wish, but only the licensed number of them will be able to log in at the same time.<br />
<br />
For more info on licensing, please see the <U>'''[[Licensing]]'''</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Legal entities'''===<br />
<br />
If you are using more than 1 legal entity for your business, you may enter them all into the system, and then use them in projects, quotes, invoices, etc. <br />
<br />
It means that you can set up different document items (logo, address, company name) for different legal entities.<br />
<br />
You can add a new legal entity, change default legal entity, update, delete logo, and delete the existing legal entities by clicking the corresponding buttons:<br />
<br />
[[File:Le 1.png|border|1000px]]<br />
<br />
==='''System Values'''===<br />
<br />
This menu screen contains several submenus:<br />
<br />
[[File:Sv.png|border|230px]]<br />
<br />
*'''Language pairs'''<br />
<br />
Use this menu to <U>'''[[Add language pairs|add]]'''</U> the language pairs you work with, delete, '''<U>[[Disable language pair|disable]] </U>''' or enable them:<br />
<br />
[[File:Lang pairs.png|border|800px]]<br />
<br />
<span style="color:red">'''Note:'''</span> You can’t delete the pairs of languages that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can disable them.<br />
<br />
*'''Services'''<br />
<br />
Use this menu to '''<U>[[Create service|add]]</U>''', '''<U>[[Update service|update]]</U>''' or delete the services your company provides:<br />
<br />
[[File:Sesrvices.png|border|800px]]<br />
<br />
<span style="color:red">'''Note:'''</span> You can’t delete services that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you can '''<U> [[Update service#Disable service|disable]] </U>''' them.<br />
<br />
*'''Specializations'''<br />
<br />
Here you can '''<U>[[Create specialization|add]] </U>''', '''<U>[[Update specialization|update]]</U>''' or delete the specializations your company works with:<br />
<br />
[[File:Speciaslizations.png|border|800px]]<br />
<br />
<span style="color:red">'''Note:'''</span> You can’t delete specializations that you have already used in the system ''("Yes" in the column "Іn use" and no "Delete" button)'', but you may '''<U>[[Update specialization#Disable specialization|disable]]</U>''' them.<br />
<br />
*'''Units'''<br />
<br />
Here you can '''<U>[[Create unit|add]]</U>''' any measurement units you need, '''<U>[[Update unit|update]]</U>''', and delete them:<br />
<br />
[[File:Units page buttons.png|border|1000px]]<br />
<br />
<span style="color:red">'''Note:'''</span> You can’t delete units that you have already used in the project ''("Yes" in the column "Іn use" and no "Delete" button)''.<br />
<br />
*'''Currencies'''<br />
<br />
On this page, you can '''<U>[[Currencies#Add currencies|add]]</U>''' currencies, '''<U>[[Currencies#Set currency as default|set currency as default]]</U>''', disable or delete currencies:<br />
<br />
[[File:Change system curr.png|border|1000px]] <br />
<br />
<span style="color:red">'''Note:'''</span> Protemos is connected to the currency conversion service so the exchange rate is updated on a daily basis,<br />
that’s why you can always see the correct summary in your default currency.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Object codes'''===<br />
<br />
On this page, you can set the number of your next quote, project, job, etc.<br />
<br />
To '''<U>[[Object_codes#Update_object_ID|update next object ID]]</U>''' or '''<U>[[Object_codes#Update_object_prefix|update object prefixes]]</U>''', click the corresponding buttons:<br />
<br />
[[File:Year.jpg|border|1000px]]<br />
<br />
For more info, please see the '''<U>[[Object_codes]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Payment methods'''===<br />
<br />
Enter your payment details here so the clients can pay you.<br />
<br />
On this page, you can: '''<U>[[Create payment method|add payment methods]]</U>''', <U>'''[[Change default settings|change the default settings]]'''</U>, update, disable or delete them.<br />
<br />
[[File:Payments methods default etc.png|border|800px]]<br />
<br />
<span style="color:red">'''Note''':</span> You can’t delete payment methods that you have already used in the system, but you can disable them in case these payment methods no longer needed.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Taxes'''===<br />
<br />
You can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.<br />
<br />
[[File:Tax tax.png|border|300px]]<br />
<br />
You may add '''<U>[[Taxes#Taxes list|taxes ]]</U>'''whether as a percentage or flat amount by pressing the '''"New tax"''' button:<br />
<br />
[[File:Taxes list g.png|border|900px]]<br />
<br />
<span style="color:red">'''Note:'''</span> Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them.<br />
<br />
To create a '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''' , go to '''Settings⇾Taxes⇾Default clients taxes set''':<br />
<br />
[[File:Default client taxes.png|border|300px]]<br />
<br />
To do that, please press the corresponding buttons:<br />
<br />
[[File:Default tax.png|border|900px]]<br />
<br />
The system will be adding this set of taxes to each client when you issue invoices.<br />
<br />
<span style="color:red"> '''Note:'''</span> Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.'''<br />
<br />
For more info on individual sets creation, please see the '''<U>[[Taxes#Custom taxes set for individual client|Custom taxes set for individual client]]</U>''' section.<br />
<br />
To create a default vendors taxes set, go to '''Settings⇾Taxes⇾Default vendors taxes set''':<br />
<br />
[[File:Default vendors taxes.png|border|300px]]<br />
<br />
Here you can add default percentage and absolute taxes by pressing the corresponding buttons:<br />
<br />
[[File:Def vend tax.png|border|900px]]<br />
<br />
The system will be adding this set of taxes to each vendor when you issue invoices.<br />
<br />
For more info, please see the '''<U>[[Taxes#Default vendors taxes set|Default vendors taxes set]]</U>''' section.<br />
<br />
To add an individual set of taxes for a particular vendor, please see the '''<U>[[Taxes#Custom taxes set for individual vendor|Custom taxes set for individual vendor]]</U>''' section.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Reminders'''===<br />
<br />
The system notifies you about overdue projects, jobs, and invoices by email. You can switch these notifications off/on by clicking "'''Update'''":<br />
<br />
[[File:Reminders.png|border|900px]]<br />
<br />
For more info, please see the <U>'''[[Reminders]]''' </U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''SMTP Server'''===<br />
<br />
By default, the system sends all email messages from Protemos own email server, but you can change this and make the system use your own server. <br />
<br />
To do this, click "'''Update'''":<br />
<br />
[[File:SMTP SERVER update button.png|border|1100px]]<br />
<br />
For more info, please see the '''<U>[[SMTP server]]</U>''' page.<br />
<br />
==='''Client portal'''===<br />
<br />
Here you can update client portal settings by clicking the '''"Update"''' button:<br />
<br />
[[File:Client portal settings.png|border|900px]]<br />
<br />
You can define managers as the default recipient of notifications connected with quotes, projects, overdue clients' invoices, payment settings, etc.<br />
<br />
For more info, please see the '''<U>[[Client portal]]</U>''' page.<br />
<br />
==='''Vendor portal'''===<br />
<br />
Here you can update vendor portal settings by clicking the '''"Update"''' button:<br />
<br />
[[File:Vendor profile swttings.png|border|900px]]<br />
<br />
You can update all elements except the Vendor application URL. For more details, please check '''<U>[[Vendor application URL]]</U>''' page.<br />
<br />
In the Agreement with the new vendors' section, you can embed your standard agreement with your vendors into the system, so they will have to accept it before working with you.<br />
<br />
Press '''"Create agreement"''' to add the agreement:<br />
<br />
[[File:Sadaro.png|border|900px]]<br />
<br />
For more info, please see the '''<U>[[Vendor portal#Agreement with new vendors|Agreement with new vendors]]</U>''' section.<br />
<br />
==='''Integrations'''===<br />
<br />
*'''memoQ integration'''<br />
<br />
Protemos is integrated with memoQ system — a translation environment tool.<br />
<br />
To enable memoQ integration, go to '''Settings ⇾ Integrations ⇾ memoQ'''.<br />
<br />
Here you can enable, update, disable the integration for your account, manage your memoQ server, create a memoQ account:<br />
<br />
[[File:Memoq user manual.png|border|900px]]<br />
<br />
More details here: <U>'''[[MemoQ integration]]'''</U><br />
<br />
*'''Smartcat integration'''<br />
<br />
Protemos is integrated with SmartCAT system, so you can create projects and quotes in Protemos, and then copy them to SmartCAT (and vice versa).<br />
<br />
To enable SmartCAT integration, go to '''Settings⇾Integrations⇾SmartCAT'''.<br />
<br />
Here you can enable, update, disable SmartCAT integration for your account, get a SmartCAT API key for Protemos, as it differs from your normal SmartCAT username and password.<br />
<br />
[[File:Smart.png|border|900px]]<br />
<br />
For more info on SmartCAT integration, SmartCAT-related project and quotes creation, please see the '''<U>[[SmartCAT integration]]</U> '''page.<br />
<br />
*'''TQAuditor integration'''<br />
<br />
Protemos is integrated with TQAuditor - the system for evaluation and monitoring translation quality.<br />
<br />
[[File:Tq.png|border|900px]]<br />
<br />
For more info on TQAuditor integration, please see the '''<U>[[TQAuditor integration]]</U> '''page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Add new manager'''==<br />
<br />
Use this menu to add new managers who will use the system just as you do. <br />
<br />
If there are several project managers in your team, you can create a separate account with the necessary level of '''<U>[[access rights]]</U>''' for each of them.<br />
<br />
There are two ways to add a new manager:<br />
<br />
1. Press the '''Managers''' menu on the top panel and then click '''New manager''':<br />
<br />
[[File:Managers.png|border|120px]]<br />
<br />
2. Or you may go to Managers list and press the '''"New manager"''' button:<br />
<br />
[[File:New manager button.png|border|900px]]<br />
<br />
<span style="color:red">'''Note''':</span> Your manager will not be able to log into the system if you unmark the "'''Can log in"''' checkbox.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Add clients'''==<br />
<br />
You can add clients manually, one by one, or import their list from an Excel file. Each of these options is described below.<br />
<br />
==='''Add clients manually'''===<br />
<br />
There are two ways to add new clients manually:<br />
<br />
1. Press the '''Client''' menu on the top panel and then click '''New client''':<br />
<br />
[[File:2.00.png|border|100px]]<br />
<br />
2. Or you may go to '''Clients''' and press the "'''New client'''" button: <br />
<br />
[[File:New client button.png|border|850px]]<br />
<br />
<span style="color:red">'''Note'''</span>: Only clients with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system.<br />
<br />
This page is intended for viewing and entering various client data and has the following tabs:<br />
<br />
*On the '''<U>[[Client view page – General tab|General info]]</U>''' tab you may view, '''<U>[[Update client details|update]]</U>''' client info, check '''<U>[[Client quick links|client-related objects]]</U>''',add the necessary '''<U>[[Manage client tags|tags]]</U>''' to the client.<br />
<br />
*In the '''<U>[[Client view page – General tab#Primary user|Primary user]]</U>''' section you can view and edit client's primary contact details, change your client's '''<U>[[Client default settings|default settings]] </U>'''.<br />
<br />
<span style="color:red">'''Note''':</span> You can’t delete clients involved into recorded projects, invoices or payments. But you can unmark the '''<U>[[Update client details#Assignability|'''"Assignable"''']]</U>''' checkbox in a client profile, and the client will not appear in the drop-down list when creating projects and quotes. <br />
<br />
*On the '''<U>[[Client view page – Contact persons tab|Contact persons]]</U>''' tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts.<br />
<br />
If the client has several contact persons, they can all be entered in the '''Contact persons''' tab.<br />
<br />
*On the '''<U>[[Client view page – Prices tab|Prices]]</U>''' tab you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.<br />
<br />
*On the '''<U>[[Taxes#Custom taxes set for individual client|Taxes]]</U>''' tab you can create a custom taxes set for this client. Here you may also define which tax set should be applied (whether custom or default one) for this particular client.<br />
<br />
*On the '''<U>[[Client view page – Documents tab|Documents]]</U>''' tab you can upload files and/or add links to external files related to the client or delete them.<br />
<br />
==='''Import and export clients'''===<br />
<br />
On this page, you can '''<U>[[Import clients from Excel]]</U>''' without the need to enter the required information manually and '''<U>[[Clients list#Export to Excel| Export clients data]]</U>''' to Excel<br />
by pressing the corresponding buttons:<br />
<br />
[[File:Export import Screenshot 1.png|border|800px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Add vendors'''==<br />
<br />
If you assign jobs to other vendors, you need to add each of them to the system.<br />
<br />
You can add vendors manually, one by one, or import their list from an Excel file. Each of these options is described below.<br />
<br />
==='''Add vendors manually'''===<br />
<br />
There are two ways to add new vendors manually:<br />
<br />
1. Press the '''Vendors''' menu on the top panel and then click '''New vendor''':<br />
<br />
[[File:New vedndor.png|border|110px]]<br />
<br />
2. Or you may go to '''Vendors''' and click the "'''New vendor'''" button: <br />
<br />
[[File:Button new vendocr.png|border|1000px]]<br />
<br />
In both cases, you will be redirected to the '''<U>[[Create vendor|New vendor]]</U>''' page. <br />
<br />
<span style="color:red">'''Note'''</span>: Only vendors with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, and work with you by using the system.<br />
<br />
*On the '''General info''' tab you can view, '''<U>[[Update vendor details|update]]</U>''' vendor info, '''<U>[[Manage vendor tags|manage tags]]</U>''', check '''<U>[[Vendor quick links|vendor-related objects]]</U>''', change the '''<U>[[Vendor default settings change|default settings]] </U>''', disable vendor access to the account, and send\resend the invitation to the vendor.<br />
<br />
<span style="color:red">'''Note''':</span> You can’t delete vendors involved into recorded jobs, invoices or payments. But you may <U>[[Vendor view page, General tab#Primary user|'''disable their access''']]</U> to accounts.<br />
<br />
*On the '''<U>[[Vendor view page, Contact persons tab|Contact persons]]</U>''' tab you can view a list of vendor contacts, edit or delete them, and start creating new contacts. This tab is available only if the vendor is a company, not a person.<br />
<br />
*On the '''<U>[[Vendor view page, Payment methods tab|Payment methods]]</U>''' tab you can create or update payment methods for the vendor, and change the default payment method.<br />
<br />
*On the '''<U>[[Vendor view page, Prices tab|Prices]]</U>''' tab you can view the list of prices agreed with the vendor, edit or delete them, and start creating new prices.<br />
<br />
*On the '''<U>[[Taxes#Custom taxes set for individual vendor|Taxes]]</U>''' tab you can create a custom taxes set for this vendor. Here you may also define which tax set should be applied (whether custom or default one) for this particular vendor.<br />
<br />
*On the '''<U>[[Vendor view page, Documents tab|Documents]]</U>''' tab you can upload files and/or add links to external files related to the vendor or delete them.<br />
<br />
*On the '''<U>[[Availability chart tab|Availability chart]]</U>''' tab you can see the chart and list of all active jobs assigned to the vendor.<br />
<br />
==='''Import and export vendors'''===<br />
<br />
On this page, you can '''<U>[[Import vendors from Excel]]</U>''' without the need to enter the required information manually and '''<U>[[Vendors list#Export to Excel| Export vendors data to excel]]</U>''' to Excel<br />
by pressing the corresponding buttons:<br />
<br />
[[File:Import vendors.png|border|1000px]]<br />
<br />
==='''Vendor application URL'''===<br />
<br />
You can post the vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.<br />
<br />
For more information, please check the '''<U>[[Vendor application URL]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Add new quote'''==<br />
<br />
The quote is a potential project. Let's assume that your client has sent you a translation request, but first, he would like to know how much it will cost, time frames for implementation, etc. You can easily convert it to the project.<br />
<br />
There are two ways to create a quote:<br />
<br />
1. Press the '''Quotes''' menu on the top panel and then click the '''New quote''' button:<br />
<br />
[[File:New quote.png|border|100px]]<br />
<br />
2. Or you may go to Quotes, and press the '''"New quote"''' button:<br />
<br />
[[File:New quotes from.png|border|800px]]<br />
<br />
3. Once the quote is created, you can do the following:<br />
<br />
[[File:Quote quote.png|border|900px]]<br />
<br />
==='''Quote sections'''===<br />
<br />
*'''Files''' section: here you can upload the files you received from your client or add links (file URLs) to external files by pressing the corresponding buttons:<br />
<br />
[[File:Quote files section.png|border|1100px]]<br />
<br />
*'''<U>[[Quote CAT logs section|CAT logs]]</U>''' section: here you can upload CAT log files or enter them manually if needed:<br />
<br />
[[File:Quote upload logs buttons.png|border|1100px]]<br />
<br />
*'''<U>[[Quote receivables section|Receivables]]'''</U> section: here you can enter receivables to indicate the amount to be charged from the client:<br />
<br />
[[File:Quote new receivable button.png|border|1100px]]<br />
<br />
==='''Create SmartCAT-related quotes'''===<br />
<br />
*You can create SmartCAT-related quotes in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create SmartCAT-related quotes in Protemos|Create SmartCAT-related quotes in Protemos]]</U>''' section. <br />
<br />
*You may also create Protemos quotes from SmartCAT projects. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create Protemos quotes from SmartCAT projects|Create Protemos quotes from SmartCAT projects]]</U>''' section.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Create multi-quote'''===<br />
<br />
Multi-quote is a potential project with several options, consisted of several quotes.<br />
<br />
[[File:Multi quotes 1.png|border|150px]]<br />
<br />
To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first.<br />
<br />
Having done that, go to the Multi-quotes page and press the '''"New multi-quote"''' button:<br />
<br />
[[File:1 new mq.png|border|900px]]<br />
<br />
Or you can create a multi-quote by clicking the '''"New multi-quote"''' button in the Multi-quotes menu:<br />
<br />
[[File:New multi-quote.png|border|150px]]<br />
<br />
In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and press '''"Create"''':<br />
<br />
[[File:1 nemw quote.png|border|500px]]<br />
<br />
Then press the '''"Add option quotes"''' button:<br />
<br />
[[File:Options1.png|border|900px]]<br />
<br />
Select the needed ones, and press '''"Add selected quotes"''':<br />
<br />
[[File:3-.png|border|900px]]<br />
<br />
<br />
For more information, check the [[Multi-quotes]] article.<br />
<br />
=='''Add new project'''==<br />
<br />
After setting up the system and entering the clients in it, you can start new projects.<br />
<br />
1. To create a '''<U>[[Projects|project]]</U>''', click the '''Projects''' menu on the top panel and then press the "'''New project'''" button:<br />
<br />
[[File:New project.png|border|110px]]<br />
<br />
2. Or you may go to '''Projects''', and press the '''New project''' button:<br />
<br />
[[File:Projects.png|border|900px]]<br />
<br />
3. In both cases, it will open the '''New project''' page where you can enter the required information.<br />
<br />
4. The project will be created.<br />
<br />
==='''Project sections'''===<br />
<br />
5. In the '''Details''' tab, you can check the general information of the projects, complete, cancel, update, clone, delete it, and add tags:<br />
<br />
[[File:3 det.png|border|800px]]<br />
<br />
6. In the '''Files''' tab, you may upload all the necessary files or links to the files (URLs).<br />
<br />
[[File:Upload fl.png|border|900px]]<br />
<br />
7. In the '''<U>[[Jobs]]</U>''' tab you may assign the translation to a vendor.<br />
<br />
[[File:2020-08-20 165759.png|900px]]<br />
<br />
8. In the '''<U>[[Project details, Workflow tab|Workflow]]</U>''' tab you can build chains of consecutive jobs by linking the existing jobs or by adding predefined '''<U>[[Job chain template list|job chain templates]]</U>''':<br />
<br />
[[File:1 фй.png|border|1000px]]<br />
<br />
9. In the '''Finances''' tab, you may enter the volume of work and '''<U>[[Receivable creation/editing|create receivable]] </U>''' from the client and '''<U>[[Create/Edit payable|create payable]]</U>''' to the vendor. Press the '''"New receivable"''' button first and choose the receivable type:<br />
<br />
[[File:New receiavable from clien.png|border|1000px]]<br />
<br />
And to create payables, you need to go to the respective job, scroll down to Payables section and press '''"New payable"''' button:<br />
<br />
[[File:New payable to vendor.png|border|1000px]]<br />
<br />
* '''"Flat rate"'''—if you just need to enter the amount of a receivable without entering volumes and rates.<br />
<br />
* '''"Unit-based"'''—if you have to enter the volume and rate for calculating the price.<br />
<br />
* '''"CAT log based"'''—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.<br />
<br />
You can enter several receivables and payables for a project.<br />
<br />
10. In '''CAT logs''' tab, you may '''<U>[[Project details, CAT logs tab|upload a CAT log file]] </U>''' to your project. To do so, press the "'''Upload CAT log'''" button:<br />
<br />
[[File:Cat log upl.png|border|900px]]<br />
<br />
For more info on projects, please see the '''<U>[[Projects]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Create SmartCAT-related projects'''===<br />
<br />
*You can create SmartCAT-related projects in Protemos. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create SmartCAT-related projects in Protemos|Create SmartCAT-related projects in Protemos]]</U>''' section. <br />
<br />
*You may also create Protemos projects from SmartCAT projects. For more detailed instructions, please see the '''<U>[[SmartCAT integration#Create Protemos projects from SmartCAT projects|Create Protemos projects from SmartCAT projects]]</U>''' section.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Project templates'''==<br />
<br />
You can create the project from a template.<br />
<br />
To do so, press the '''Projects''' menu on the top panel and then click '''<U>[[Project templates]]</U>''':<br />
<br />
[[File:Pr templates.png|border|150px]]<br />
<br />
Or you may go to '''Projects''' and press the '''"Templates"''' button:<br />
<br />
[[File:Templates.png|border|900px]]<br />
<br />
You can do it also create the project template directly from the project.<br />
<br />
Open the respective project, and on the Details tab click '''"More actions"''' and '''"Save as template"''':<br />
<br />
[[File:Save as template.png|border|900px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''CAT log conversion schemes'''==<br />
<br />
Use this menu to '''<U>[[Weighted word count templates|add CAT log conversion schemes]]</U> ''' for the CAT tools you are using, update, delete, or clone templates by clicking the necessary template name in the list.<br />
<br />
To do so, go to '''Projects⇾CAT log conversion schemes''':<br />
<br />
[[File:Cat logd.png|border|180px]] <br />
<br />
[[file:Add template 1.png|bprder|900px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Create invoices for clients'''==<br />
<br />
1. To '''<U>[[Clients receivables list#Create invoice|create an invoice for the client]]</U>''', go to '''Clients⇾Receivables''':<br />
<br />
[[File:Receivables client s.png|border|150px]]<br />
<br />
2. The list of all receivables will be displayed. Select the needed and click the "'''Invoice selected on this page'''" button:<br />
<br />
[[File:Invoice selected page.png|border|1000px]]<br />
<br />
3. The system will create an invoice and will display its page.<br />
<br />
==='''Client invoice sections'''===<br />
<br />
*'''Details section'''<br />
<br />
[[file:Client invoice view.png|border|1100px]]<br />
<br />
In this section, you can download as PDF, '''<u>[[Send client invoice|send]]</u>''' or mark as sent, '''<U>[[Write off invoice|write off]]</U>''', '''<u>[[Client invoice Discount & Extra charge update|add a discount and an extra charge]]</U>'''.<br />
'''<u>[[Update client invoice|update]]</u>''', and delete the invoice.<br />
<br />
*'''Tax section'''<br />
<br />
In this section, '''<U>[[Taxes#Default clients taxes set|default clients taxes set]]</U>''', '''<U>[[Taxes#Custom taxes set for individual client|custom taxes set]]</U>''' or <U>[[Taxes#Custom taxes set for individual client|'''no taxes''']]</U> may be displayed according to the system settings,<br />
<br />
In any case, you can edit, add new percentage and absolute taxes, by pressing corresponding buttons:<br />
<br />
[[File:Taxes sets 4.png|border|900px]]<br />
<br />
*'''Receivables section'''<br />
<br />
Here you can view, '''<U>[[Client invoice view#Add and remove receivables|add and remove receivables]]</U>''' in unsent invoices by clicking the corresponding buttons:<br />
<br />
[[File:Receiavable in inv.png|border|1000px]]<br />
<br />
*'''Linked payments section'''<br />
<br />
If you have received the payment for the invoice, you can record it by clicking the '''<U>[[Client invoice view#Create linked payment|"Create linked payment"]]</U>''' button:<br />
<br />
[[File:1linked paym.png|border|900px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Record clients' payments'''==<br />
<br />
When the client pays invoices, '''<U> [[Client payment creation |create the client payment]] </U>''' and link it with the paid invoices. <br />
<br />
1. Go to the '''Clients⇾Payments''' menu and click "'''New payment'''":<br />
<br />
[[File:New paym cl.png|border|900px]]<br />
<br />
2. Select the client from the list, enter the required information and click the "Create" button:<br />
<br />
[[File:1 client .png|border|480px]]<br />
<br />
3. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:<br />
<br />
[[File:Linked invoices 1.png|border|900px]]<br />
<br />
By this action, you cover the payment by invoices. Pay attention that invoices with the matched currency and legal entity can only be linked to the payment.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Clients' prices'''==<br />
<br />
To display the '''<U>[[Clients prices list]]</U>''', go to '''Clients⇾Prices''':<br />
<br />
<br />
<br />
Here you can view and '''<U>[[Clients prices list#Create new price|create]]</U>''' clients' prices, '''<U>[[Import clients from Excel|import]]</U>''' and export the list of all clients' prices to Excel, '''<U>[[Clients prices list#Edit price|update]]</U>''' or delete a particular client's price:<br />
<br />
[[File:Prices list.png|border|1100px]]<br />
<br />
<span style="color:red">'''Note:'''</span> Here you may also create general prices without reference to the particular client or type of service, specialization etc. <br />
<br />
[[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Create vendors' invoices'''==<br />
<br />
The vendors can create invoices '''<U>[[Vendor user manual#Invoicing|on their own]]</U>''' or you can create their invoices as the company manager. <br />
<br />
1. Go to the '''Vendors⇾Payables''' menu:<br />
<br />
[[File:Payabl v.png|border|110px]]<br />
<br />
The list of payables due to vendors will be displayed. Select the rows to be included in the invoice and press the Invoice selected button:<br />
<br />
[[File:Vendore p list.png|border|1000px]]<br />
<br />
<span style="color:red">'''Note:'''</span> To create an invoice, select the payment method for the vendor (click the vendor’s name and add the payment method as described on the '''<U>[[Vendor view page, Payment methods tab]]</U>''' page). <br />
<br />
2. The system will create the invoice and send it to your vendor by email.<br />
<br />
<span style="color:red">'''Note''':</span> You can '''<U>[[Update vendor details#Access to finances|hide finances from a vendor]]</U>'''. Thus, they won't receive any financial-related notification from the system.<br />
<br />
For more info on vendor invoices, please see the '''<U>[[Vendors payables list#Create vendor invoices|Create vendor invoices]]</U>''' page.<br />
<br />
==='''Vendor invoice sections'''===<br />
<br />
*Details section<br />
<br />
In this section, you can download as PDF, write off, '''<U>[[Vendor invoice Discount & Extra charge|add discount and extra charge]]</U>''', '''<u>[[Update vendor invoice|update]]</u>''' or delete the invoice.<br />
<br />
[[File:Inv det.png|border|1000px]]<br />
<br />
<span style="color:red">'''Note''':</span> For invoices with linked payments only the '''"Download as PDF"''' and '''"Write off"''' buttons are available.<br />
<br />
To make all buttons available, you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.<br />
<br />
*'''Taxes section'''<br />
<br />
In this section, you may see <U>[[Taxes#Default vendors taxes set|'''default vendors taxes set''']]</U>, <U>[[Taxes#Custom taxes set for individual vendor|'''custom taxes set''']]</U> or <U>[[Taxes#Custom taxes set for individual vendor|'''no taxes''']]</U>.<br />
<br />
But in any case, you can add new percentage and absolute taxes, edit or delete еру displayed ones by pressing corresponding buttons:<br />
<br />
[[File:Taxes sets 4.png|border|1000px]]<br />
<br />
For more info, please see the '''<U>[[Vendor invoice view#Taxes section|Taxes in individual vendor invoice]]</U>''' section.<br />
<br />
*'''Payables section'''<br />
<br />
Here you can view, '''<U>[[Vendor invoice view#Add and remove payables|add and remove payables]]</U>''' in unsent invoices.<br />
<br />
[[File:Pab.png|border|1000px]]<br />
<br />
*'''Linked payments section'''<br />
<br />
If you have paid the invoice, you can record it by clicking the '''"<U>[[Vendor invoice view#Create linked payment|Create linked payment]]</U>"''' button:<br />
<br />
[[File:1linked paym.png|border|1000px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Record vendors' payments'''==<br />
<br />
Having paid the vendors’ invoices, '''<U> [[Vendor payment creation|create the vendor payment]] </U>''' and link it with the paid invoice. <br />
<br />
1. Go to the '''Vendors⇾Payments''' menu and click '''"New payment"''' button:<br />
<br />
[[File:Button new pm.png|border|950px]]<br />
<br />
2. Select the vendor from the list, enter the required information and click the "Create" button:<br />
<br />
3. Having created the payment, scroll down to the '''Linked invoices''' section, and click the "Link invoices" button:<br />
<br />
[[File:Linked invoices 1.png|border|1000px]]<br />
<br />
By this action, you cover the payment by invoices. <br />
<br />
<span style="color:red"> '''Note:'''</span> Invoices with the matched currency and legal entity can only be linked to the payment.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Vendors' applications'''==<br />
<br />
To check the list of submitted '''<U>[[Applications]]</U>'''by your vendors, go to the '''Vendors⇾Applications''' menu: <br />
<br />
[[File:Appl.png|border|110px]]<br />
<br />
=='''Vendors' prices'''==<br />
<br />
To display the '''<U>[[Vendors prices list]]</U>''', go to '''Vendors⇾Prices''':<br />
<br />
[[File:Vm.png|border|110px]]<br />
<br />
Here you can view and '''<U>[[Vendors prices list#New price creation|create]]</U>''' prices, <br />
'''<U>[[Import vendors from Excel|import]]</U>''' or export the vendors' prices from/to Excel, '''<U>[[Vendors prices list#Price editing|update]]</U>''' or delete the particular vendor's price:<br />
<br />
[[File:Upate delete.png|border|1000px]]<br />
<br />
<span style="color:red">'''Note:'''</span> Here you may also create general prices without reference to the particular vendor or type of service, specialization etc.<br />
<br />
=='''Messages'''==<br />
<br />
You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages:<br />
<br />
[[File:Send message.png|border|450px]]<br />
<br />
Please check more details here: <U>'''"[[Messages]]"'''</U><br />
<br />
=='''Filters'''==<br />
<br />
Filters are provided for most of the tables in the system. Use such filters to hide the information you don’t want to be displayed or find the information you need faster.<br />
<br />
Let’s take the '''Clients' payments''' filters as an example:<br />
<br />
[[File:Cl filters.png|border|950px]]<br />
<br />
Enter the necessary data into the appropriate fields and press the '''"Apply"''' button.<br />
<br />
For further instructions on how to search the required data with filters, please click the corresponding link:<br />
<br />
*'''<U>[[Quotes list#Search quotes with filters|Search quotes with filters]]</U>'''<br />
<br />
*'''<U>[[Projects list#Search projects with filters|Search projects with filters]]</U>'''<br />
<br />
*'''<U> [[Project templates#Search project templates with filters|Search project templates with filters]]</U>'''<br />
<br />
*'''<U>[[Jobs list#Search jobs with filters|Search jobs with filters]]</U>'''<br />
<br />
*<U> [[Files list#Search files with filters|'''Search files with filters''']]</U><br />
<br />
'''Clients''':<br />
<br />
*'''<U>[[Clients list#Search clients with filters|Search clients with filters]]</U>'''<br />
<br />
*'''<U>[[Clients receivables list#Search receivables with filters|Search clients receivables with filter]]</U>'''<br />
<br />
*'''<U>[[Client invoices list#Search invoices with filters|Search clients invoices with filters]]</U>'''<br />
<br />
*'''<U>[[Client payments list#Search payments with filters|Search clients payments with filters]]</U>'''<br />
<br />
*'''<U> [[Client contacts#Search client contacts with filters|'''Search client contacts with filters''']]</U>'''<br />
<br />
*'''<U>[[Clients prices list#Search prices with filters|'''Search clients prices with filters]]</U>'''<br />
<br />
'''Vendors''':<br />
<br />
*'''<U>[[Vendors list#Search vendors with filters|Search vendors with filters]]</U>'''<br />
<br />
*'''<U>[[Vendors payables list#Search payables with filters|Search vendors payables with filters]]</U>'''<br />
<br />
*'''<U>[[Vendor invoices list#Search invoices with filters|Search vendors invoices with filters]]</U>'''<br />
<br />
*'''<U>[[Vendor payments list#Search payments with filters|Search vendors payments with filters]]</U>'''<br />
<br />
*'''<U> [[Vendor contacts#Search vendor contacts with filters|'''Search vendor contacts with filters''']]</U>'''<br />
<br />
*'''<U>[[Vendors prices list#Search prices with filters|'''Search vendors prices with filters]]</U>'''<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Reports'''==<br />
<br />
You can generate various business reports in the system. In this way, you can analyze the financial results of your activity for a defined period of time.<br />
<br />
Click the '''Reports''' menu on the top panel and choose the required item:<br />
<br />
[[file:Enterprise reports menu.jpg|border|150px]]<br />
<br />
Each of these menu screens is described below.<br />
<br />
==='''General finances'''===<br />
<br />
These reports show dynamics of how income, expenses and profit change over months.<br />
<br />
On this page, you can see the following reports:<br />
<br />
*'''<U>[[Reports – General finances#Monthly finances by project balances|Monthly finances by project balances]]</U>''' - shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.<br />
<br />
*'''<U>[[Reports – General finances#Monthly finances by invoices|Monthly finances by invoices]]</U>''' - shows the turnover, expenses, and profit based on client and vendor invoices.<br />
<br />
*'''<U>[[Reports – General finances#Monthly finances by payments|Monthly finances by payments]]</U>''' - shows the turnover, expenses, and profit based on client and vendor payments.<br />
<br />
For more info on general finances reports, please see the '''<U>[[Reports – General finances|General finances reports]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Quote report'''===<br />
<br />
Here you may quote conversion rate, quote counts, quote totals, quote report data. Each of them is described below.<br />
<br />
All amounts are converted to the default currency of your account.<br />
<br />
*'''<U>[[Quote report#Quote conversion rate|Quote conversion rate]]</U>'''<br />
<br />
*'''<U>[[Quote report#Quote counts|Quote counts]]</U>'''<br />
<br />
*'''<U>[[Quote report#Quote totals|Quote totals]]</U>'''<br />
<br />
*'''<U>[[Quote report#Quote report data|Quote report data]]</U>'''<br />
<br />
==='''Managers'''===<br />
<br />
Here you may see your finances reports for each project manager of your team.<br />
<br />
On this page, you can see the following reports:<br />
<br />
*'''<U>[[Reports – Managers – Finances by project balances#Monthly income per manager by project balances|Monthly income per manager by project balances]]</U>''' - shows the turnover for each manager based on receivables in their projects.<br />
<br />
*'''<U>[[Reports – Managers – Finances by project balances#Monthly profit per manager by project balances|Monthly profit per manager by project balances]]</U>''' - shows the profit for each manager based on receivables in their projects.<br />
<br />
*'''<U>[[Reports – Managers – Finances by project balances#Monthly income share per manager by project balances|Monthly income share per manager by project balances]]</U>''' - shows how the income share of each manager was changing each month.<br />
<br />
*'''<U>[[Reports – Managers – Finances by project balances#Monthly profit share per manager by project balances|Monthly profit share per manager by project balances</U>]]''' - shows how the profit share of each manager was changing each month.<br />
<br />
*'''<U>[[Reports – Managers – Finances by project balances#Income share per manager by project balances|Income share per manager by project balances]]</U>''' - on this report you may see the shares of incomes each of your managers brings over the selected period.<br />
<br />
*'''<U>[[Reports – Managers – Finances by project balances#Profit share per manager by project balances|Profit share per manager by project balances]]</U>''' - on this report you may see the shares of profit each of your managers brings over the selected period.<br />
<br />
*'''<U>[[Reports – Managers – Finances by project balances#Finances per manager by project balances summary table|Finances per manager by project balances summary table]]</U>''' - shows all income, expense and profit amounts per manager and month.<br />
<br />
For more info on managers' reports, please see the '''<U>[[Reports – Managers – Finances by project balances|Finances per manager by project balances reports]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Clients'''===<br />
<br />
This menu screen contains several submenus:<br />
<br />
[[file:Reports menu clients.jpg|border|350px]]<br />
<br />
Each of them is described below.<br />
<br />
===='''Finances by project balances'''====<br />
<br />
Here you may see your finances reports for each client based on the receivables.<br />
<br />
To view the '''<U>[[Reports – Clients – Finances by project balances|Finances per client by project balances]]</U>''' reports, go to '''Reports=>Clients=>Finances by project balances''':<br />
<br />
On this page, you can see the following reports:<br />
<br />
*'''<U>[[Reports – Clients – Finances by project balances#Monthly income per client by project balances|Monthly income per client by project balances]]</U>''' - shows the turnover per client based on receivables in their projects.<br />
<br />
*'''<U>[[Reports – Clients – Finances by project balances#Monthly profit per client by project balances|Monthly profit per client by project balances]]</U>''' - shows the profit for each client based on receivables in their projects.<br />
<br />
*'''<U>[[Reports – Clients – Finances by project balances#Monthly income share per client by project balances|Monthly income share per client by project balances]]</U>''' - shows how the income share of the client was changing each month.<br />
<br />
*'''<U>[[Reports – Clients – Finances by project balances#Monthly profit share per client by project balances|Monthly profit share per client by project balances]]</U>''' - shows how the profit share of each client was changing each month.<br />
<br />
*'''<U>[[Reports – Clients – Finances by project balances#Income share per client by project balances|Income share per client by project balances]]</U>''' - on this report you may see the shares of income each your client brings over the selected period.<br />
<br />
*'''<U>[[Reports – Clients – Finances by project balances#Profit share per client by project balances|Profit share per client by project balances]]</U>'''- on this report you may see the shares of profit each your client brings over the selected period.<br />
<br />
*'''<U>[[Reports – Clients – Finances by project balances#Finances per client by project balances summary table|Finances per client by project balances summary table]]</U>''' - shows all income, expense and profit amounts per each client monthly.<br />
<br />
For more info on these reports, please see the '''<U>[[Reports – Clients – Finances by project balances|Finances per client by project balances reports]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
===='''Income by invoices'''====<br />
<br />
Here you may see your finances reports for each client based on the client invoices.<br />
<br />
To view the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices]]</U>''' reports, go to '''Reports=>Clients=>Income by invoices''':<br />
<br />
On this page, you can see the following reports:<br />
<br />
*'''<U>[[Reports – Clients – Income by invoices#Monthly income per client by invoices|Monthly income per client by invoices]]</U>''' - here you can see the turnover per client based on the invoices you issued for them.<br />
<br />
*'''<U>[[Reports – Clients – Income by invoices#Monthly income share per client by invoices|Monthly income share per client by invoices]]</U>''' - shows how the share of invoices per clients was changing monthly.<br />
<br />
*'''<U>[[Reports – Clients – Income by invoices#Income share per client by invoices|Income share per client by invoices]]</U>''' - shows the share of invoices per clients over the selected period of time.<br />
<br />
*'''<U>[[Reports – Clients – Income by invoices#Monthly income per client by invoices summary table|Monthly income per client by invoices summary table]]</U>''' - shows all invoice amounts per client and month.<br />
<br />
For more info on these reports, please see the '''<U>[[Reports – Clients – Income by invoices|Monthly income per client by invoices reports]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
===='''Income by payments'''====<br />
<br />
These reports show how the clients were paying you.<br />
<br />
To view the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments]]</U>''' reports, go to '''Reports=>Clients=>Income by payments''':<br />
<br />
Here you may see the following reports:<br />
<br />
*'''<U>[[Reports – Clients – Income by payments#Monthly income per client by payments|Monthly income per client by payments]]</U>''' - here you can see the amounts of payments per each client monthly.<br />
<br />
*'''<U>[[Reports – Clients – Income by payments#Monthly income share per client by payments|Monthly income share per client by payments]]</U>''' - here you can see how the share of payments per client was changing monthly.<br />
<br />
*'''<U>[[Reports – Clients – Income by payments#Income share per client by payments|Income share per client by payments]]</U>''' - this diagram shows the share of each client in payments received over the specified period of time.<br />
<br />
*'''<U>[[Reports – Clients – Income by payments#Monthly income per client by payments summary table|Monthly income per client by payments summary table]]</U>''' - shows all payment amounts per client monthly.<br />
<br />
For more info on these reports, please see the '''<U>[[Reports – Clients – Income by payments|Monthly income per client by payments reports]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Vendors'''===<br />
<br />
This menu screen contains several submenus:<br />
<br />
[[file:reports vendors menu.jpg|border|300px]]<br />
<br />
Each of them is described below.<br />
<br />
===='''Expenses by invoices'''====<br />
<br />
These reports show the monthly amounts of your vendor invoices. <br />
<br />
To view the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices]]</U>''' reports, go to '''Reports=>Vendors=>Expenses by invoices''':<br />
<br />
Here you may see the following reports:<br />
<br />
*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices|Monthly expenses per vendor by invoices]]</U>''' - this diagram shows the number of monthly invoices per each vendor.<br />
<br />
*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses share per vendor by invoices|Monthly expenses share per vendor by invoices]]</U>''' - this graph shows how the share of the invoiced amounts per vendor was changing monthly.<br />
<br />
*'''<U>[[Reports – Vendors – Expenses by invoices#Expenses share per vendor by invoices|Expenses share per vendor by invoices]]</U>''' - shows the share of the invoiced amount per each vendor.<br />
<br />
*'''<U>[[Reports – Vendors – Expenses by invoices#Monthly expenses per vendor by invoices summary table|Monthly expenses per vendor by invoices summary table]]</U>''' - this table shows the invoiced amount per each vendor monthly.<br />
<br />
For more info on these reports, please see the '''<U>[[Reports – Vendors – Expenses by invoices|Monthly expenses per vendor by invoices reports]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
===='''Expenses by payments'''====<br />
<br />
These reports show the monthly amounts of your vendor payments.<br />
<br />
To view the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' reports, go to '''Reports=>Vendors=>Expenses by payments''':<br />
Here you may see the following reports:<br />
<br />
*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments|Monthly expenses per vendor by payments]]</U>''' - this diagram shows the number of monthly payments per each vendor.<br />
<br />
*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses share per vendor by payments|Monthly expenses share per vendor by payments]]</U>''' - this graph shows how the share of the paid amounts per vendor was changing monthly.<br />
<br />
*'''<U>[[Reports – Vendors – Expenses by payments#Expenses share per vendor by payments|Expenses share per vendor by payments]]</U>''' - shows the share of the paid amount per each vendor.<br />
<br />
*'''<U>[[Reports – Vendors – Expenses by payments#Monthly expenses per vendor by payments summary table|Monthly expenses per vendor by payments summary table]]</U>''' - this table shows paid amount per each vendor monthly.<br />
<br />
For more info on these reports, please see the '''<U>[[Reports – Vendors – Expenses by payments|Monthly expenses per vendor by payments]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Language pairs'''===<br />
<br />
Here you may see your finances reports for each language pair you work with.<br />
<br />
To view the '''<U>[[Reports – Language pairs – Finances by project balances|Finances per language pair by project balances]]</U>''' reports, go to '''Reports=>Language pairs=>Finances by project balances''':<br />
<br />
On this page, you can see the following reports:<br />
<br />
*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly income per language pair by project balances|Monthly income per language pair by project balances]]</U>''' - this report shows the turnover per language pair based on receivables in the related projects.<br />
<br />
*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly profit per language pair by project balances|Monthly profit per language pair by project balances]]</U>''' - shows the profit for each language pair based on receivables in the related projects.<br />
<br />
*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly income share per language pair by project balances|Monthly income share per language pair by project balances]]</U>''' - shows how the income share of each language pair was changing each month.<br />
<br />
*'''<U>[[Reports – Language pairs – Finances by project balances#Monthly profit share per language pair by project balances|Monthly profit share per language pair by project balances]]</U>''' - shows how the profit share of each language pair was changing each month.<br />
<br />
*'''<U>[[Reports – Language pairs – Finances by project balances#Income share per language pair by project balances|Income share per language pair by project balances]]</U>''' - on this report you may see the shares of income each of the language pairs brings over the selected period.<br />
<br />
*'''<U>[[Reports – Language pairs – Finances by project balances#Profit share per language pair by project balances|Profit share per language pair by project balances]]</U>''' - here you may see the shares of profit each of the language pairs brings over the selected period.<br />
<br />
*'''<U>[[Reports – Language pairs – Finances by project balances#Finances per language pair by project balances summary table|Finances per language pair by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per language pair and month.<br />
<br />
For more info on language pairs reports, please see the '''<U>[[Reports – Language pairs – Finances by project balances|Finances per language pair by project balances reports]]</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
==='''Services'''===<br />
<br />
Here you may see your finances reports for each service based on the receivables.<br />
<br />
To view the '''<U>[[Reports – Services – Finances by project balances|Finances per service by project balances]]</U>''' reports, go to '''Reports=>Services=>Finances by project balances''':<br />
<br />
On this page, you can see the following reports:<br />
<br />
*'''<U>[[Reports – Services – Finances by project balances#Monthly income per service by project balances|Monthly income per service by project balances]]</U>''' - this report shows the turnover per service based on receivables in the related projects.<br />
<br />
*'''<U>[[Reports – Services – Finances by project balances#Monthly profit per service by project balances|Monthly profit per service by project balances]]</U>''' - shows the profit for each service based on receivables in the related projects.<br />
<br />
*'''<U>[[Reports – Services – Finances by project balances#Monthly income share per service by project balances|Monthly income share per service by project balances]]</U>''' - shows how the income share of each service was changing each month.<br />
<br />
*'''<U>[[Reports – Services – Finances by project balances#Monthly profit share per service by project balances|Monthly profit share per service by project balances]]</U>''' - this report shows how the profit share of each service was changing each month.<br />
<br />
*'''<U>[[Reports – Services – Finances by project balances#Income share per service by project balances|Income share per service by project balances]]</U>''' - on this report you may see the shares of incomes each of the services brings over the selected period.<br />
<br />
*'''<U>[[Reports – Services – Finances by project balances#Profit share per service by project balances|Profit share per service by project balances]]</U>''' - here you may see the shares of profit each of the services brings over the selected period.<br />
<br />
*'''<U>[[Reports – Services – Finances by project balances#Finances per service by project balances summary table|Finances per service by project balances summary table]]</U>''' - this table shows all income, expense and profit amounts per service and month.<br />
<br />
For more info on services reports, please see the '''<U>[[Reports – Services – Finances by project balances|Finances per service by project balances reports]]</U>''' page.<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Export data'''==<br />
<br />
On every main page, you can export the tables into Excel.<br />
<br />
To do so, go to the required menu and press the '''"Export to Excel"''' button:<br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
For instructions on how to export the required data to excel, please click the corresponding links:<br />
<br />
*'''<U>[[Quotes list#Export to Excel|Export quotes data to excel]]</U>'''<br />
<br />
*'''<U>[[Projects list#Export to Excel|Export projects data to excel]]</U>'''<br />
<br />
*'''<U>[[Jobs list#Export|Export jobs data to excel]]</U>'''<br />
<br />
* <U> [[Files list#Export to Excel|'''Export the list of files to excel''']]</U><br />
----<br />
<br />
*'''<U>[[Clients list#Export to Excel|Export clients data to excel]]</U>'''<br />
<br />
*'''<U>[[Clients receivables list#Export to Excel|Export clients receivables to excel]]</U>'''<br />
<br />
*'''<U>[[Client invoices list#Export to Excel|Export clients invoices to excel]]</U>'''<br />
<br />
*'''<U>[[Client payments list#Export to Excel|Export clients payments to excel]]</U>'''<br />
<br />
* <U> [[Client contacts#Export to Excel|'''Export client contacts to excel''']]</U><br />
<br />
*'''<U>[[Clients prices list#Export to Excel|Export clients prices to excel]]</U>'''<br />
----<br />
<br />
*'''<U>[[Vendors list#Export to Excel|Export vendors data to excel]]</U>'''<br />
<br />
*'''<U>[[Vendors payables list#Export to Excel|Export vendors payables to excel]]</U>'''<br />
<br />
*'''<U>[[Vendor invoices list#Export to Excel|Export vendors invoices to excel]]</U>'''<br />
<br />
*'''<U>[[Vendor payments list#Export to Excel|Export vendors payments to excel]]</U>'''<br />
<br />
* <U> [[Vendor contacts#Export to Excel|'''Export vendor contacts to excel''']]</U><br />
<br />
*'''<U>[[Vendors prices list#Export to Excel|Export vendors prices to excel]]</U>'''<br />
----<br />
<br />
*'''<U>[[Reports – General finances#Export data to Excel|Export general finances reports data to excel]]</U>'''<br />
<br />
=='''Additional information'''==<br />
The system supports all the modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. <br />
<br />
If you experience issues, we recommend using the modern browser. We are improving the system all the time. <br />
<br />
That’s why its user interface may change and look a little bit differently from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us (od@protemos.com).<br />
<br />
[[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22408Vendor quick start guide2022-07-11T06:49:35Z<p>Artem: Undo revision 22407 by Artem (talk)</p>
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<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Vendor account registration''' <br> <br> [[File:1ag.png|60px|link=How to add the vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receiving and delivering jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. Invoicing''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Vendor_user_manual#Invoicing]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. Tracking payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
<br />
|5. " valign="top" align="center" | '''5. Applying on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|6. " valign="top" align="center" |'''6. Messages''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
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|- style="height:100px"<br />
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|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Exporting data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
<br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22407Vendor quick start guide2022-07-11T06:48:29Z<p>Artem: Reverted edits by Artem (talk) to last revision by Andrii</p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Create Account''' <br> <br> [[File:1ag.png|60px|link=How to add the vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receive jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. Deliver jobs'''<br> <br> [[File:1ag.png|60px|link=Delivering the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/UeL8hd6K80c]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. How to issue invoices''' <br> <br> [[File:1ag.png|60px|link=How to issue invoices]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|5. " valign="top" align="center" | '''5. How to track payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|6. " valign="top" align="center" |'''6. Export data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
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|- style="height:100px"<br />
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|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Apply on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|5. " valign="top" align="center" | '''9. Messages''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22406Vendor quick start guide2022-07-11T06:47:51Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Vendor account registration''' <br> <br> [[File:1ag.png|60px|link=How to add the vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receiving and delivering jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. Invoicing''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Vendor_user_manual#Invoicing]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. Tracking payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
<br />
|5. " valign="top" align="center" | '''5. Applying on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|6. " valign="top" align="center" |'''6. Messages''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
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|- style="height:100px"<br />
<br />
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|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Exporting data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|5. " valign="top" align="center" | '''9. <br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22405Vendor quick start guide2022-07-11T06:41:55Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Vendor account registration''' <br> <br> [[File:1ag.png|60px|link=How to add the vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receiving and delivering jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. Invoicing''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Vendor_user_manual#Invoicing]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. Tracking payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
<br />
|5. " valign="top" align="center" | '''5. Exporting data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
<br />
|6. " valign="top" align="center" |'''<br />
|- style="height:100px"<br />
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|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Applying on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|5. " valign="top" align="center" | '''9. Messages''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22404Vendor quick start guide2022-07-11T06:41:22Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Vendor account registration''' <br> <br> [[File:1ag.png|60px|link=How to add the vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receiving and delivering jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. Invoicing''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Vendor_user_manual#Invoicing]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. Tracking payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
<br />
|5. " valign="top" align="center" | '''5. Exporting data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
<br />
|6. " valign="top" align="center" |'''<br />
|- style="height:100px"<br />
<br />
<br />
|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Apply on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|5. " valign="top" align="center" | '''9. Messages''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22403Vendor quick start guide2022-07-11T06:40:24Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Create Account''' <br> <br> [[File:1ag.png|60px|link=How to add the vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receive and deliver jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. How to issue invoices''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Vendor_user_manual#Invoicing]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. How to track payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
<br />
|5. " valign="top" align="center" | '''5. Export data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
<br />
|6. " valign="top" align="center" |'''<br />
|- style="height:100px"<br />
<br />
<br />
|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Apply on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|5. " valign="top" align="center" | '''9. Messages''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22402Vendor quick start guide2022-07-11T06:39:53Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Create Account''' <br> <br> [[File:1ag.png|60px|link=How to add the vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receive and deliver jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. How to issue invoices''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Vendor_user_manual#Invoicing]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. <br />
<br />
|5. " valign="top" align="center" | '''5. How to track payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|6. " valign="top" align="center" |'''6. Export data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
<br />
|- style="height:100px"<br />
<br />
<br />
|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Apply on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|5. " valign="top" align="center" | '''9. Messages''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22401Vendor quick start guide2022-07-11T06:39:18Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Create Account''' <br> <br> [[File:1ag.png|60px|link=How to add the vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receive and deliver jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. Deliver jobs'''<br> <br> [[File:1ag.png|60px|link=Delivering the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/UeL8hd6K80c]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. How to issue invoices''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Vendor_user_manual#Invoicing]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|5. " valign="top" align="center" | '''5. How to track payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|6. " valign="top" align="center" |'''6. Export data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
<br />
|- style="height:100px"<br />
<br />
<br />
|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Apply on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|5. " valign="top" align="center" | '''9. Messages''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22400Vendor quick start guide2022-07-11T06:39:02Z<p>Artem: Undo revision 22399 by Artem (talk)</p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Create Account''' <br> <br> [[File:1ag.png|60px|link=How to add the vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receive jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. Deliver jobs'''<br> <br> [[File:1ag.png|60px|link=Delivering the jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/UeL8hd6K80c]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. How to issue invoices''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Vendor_user_manual#Invoicing]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|5. " valign="top" align="center" | '''5. How to track payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|6. " valign="top" align="center" |'''6. Export data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
<br />
|- style="height:100px"<br />
<br />
<br />
|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Apply on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|5. " valign="top" align="center" | '''9. Messages''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_quick_start_guide&diff=22399Vendor quick start guide2022-07-11T06:38:18Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.<br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|-style="height:100px"<br />
|1. " valign="top" align="center" width="300" | '''1. Create Account''' <br> <br> [[File:1ag.png|60px|link=How to register a vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
|2. " valign="top" align="center" width="300" | '''2. Receive jobs'''<br> <br> [[File:1ag.png|60px|link=Receiving and delivering jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
|3. " valign="top" align="center" width="300" | '''3. Deliver jobs'''<br> <br> [[File:1ag.png|60px|link=Delivering jobs]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/UeL8hd6K80c]]<br />
<br />
|- style="height:100px"<br />
<br />
|4. " valign="top" align="center" |'''4. How to issue invoices''' <br> <br> [[File:1ag.png|60px|link=https://wiki.protemos.com/wiki/Vendor_user_manual#Invoicing]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=2P8rZnR_Kdo&list=PLL_HgpI14zbUuQ8dzGyZbhrduEMU_HPCG]]<br />
<br />
|5. " valign="top" align="center" | '''5. How to track payments''' <br> <br> [[File:1ag.png|60px|link=How to record payments]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|6. " valign="top" align="center" |'''6. Export data '''<br> <br> [[File:1ag.png|60px|link=Export data, Vendor account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Pr8gnGALz1U]]<br />
<br />
|- style="height:100px"<br />
<br />
<br />
|}<br />
<br />
<h1>'''Additional options'''</h1><br />
<br />
{| style="width:900px" border="1" class="wikitable"<br />
<br />
|- style="height:100px"<br />
|1. " valign="top" align="center" |'''7. Apply on tenders'''<br> <br> [[File:1ag.png|60px|link=Create job tenders#Guidance for vendors on how to claim and apply for tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|2. " valign="top" align="center" |'''8. Filters''' <br> <br> [[File:1ag.png|60px|link=Vendor filters]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]<br />
<br />
|5. " valign="top" align="center" | '''9. Messages''' <br> <br> [[File:1ag.png|60px|link=Messages#Vendor's messages]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]<br />
<br />
|}</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22398Receiving the jobs2022-07-11T06:37:24Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, click on the job code, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Accept'''" button:<br />
<br />
[[File:Accept job offer.png|border|1000px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files one by one by clicking on their names or all at once by pressing "'''Download all as ZIP'''":<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
4. Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Job output.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:VA complete job button.jpg|border|800px]]<br />
<br />
The manager will be notified by email that you have completed the job, accept it and the job will be completed.<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and accepting the jobs| how to receive and deliver jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22397Receiving the jobs2022-07-11T06:36:52Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, click on the job code, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Accept'''" button:<br />
<br />
[[File:Accept job offer.png|border|1000px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files one by one by clicking on their names or all at once by pressing "'''Download all as ZIP'''":<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
4. Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Job output.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:VA complete job button.jpg|border|800px]]<br />
<br />
The manager will be notified by email that you have completed the job, accept it and the job will be completed.<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and accepting the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22396Receiving the jobs2022-07-11T06:35:43Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, click on the job code, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Accept'''" button:<br />
<br />
[[File:Accept job offer.png|border|1000px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files one by one by clicking on their names or all at once by pressing "'''Download all as ZIP'''":<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
In this section, you can upload the files ready for delivery.<br />
<br />
1. Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Job output.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
2. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:VA complete job button.jpg|border|800px]]<br />
<br />
The manager will be notified by email that you have completed the job, accept it and the job will be completed.<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and accepting the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22395Receiving the jobs2022-07-11T06:34:59Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, click on the job code, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Accept'''" button:<br />
<br />
[[File:Accept job offer.png|border|1000px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files one by one by clicking on their names or all at once by pressing "'''Download all as ZIP'''":<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and accepting the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
'''In this section, you can upload the files ready for delivery.'''<br />
<br />
1. Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Job output.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
2. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:VA complete job button.jpg|border|800px]]<br />
<br />
The manager will be notified by email that you have completed the job, accept it and the job will be completed.<br />
<br />
<br />
For more info, please see our video tutorial [[File:YT client.png|60px|link=https://youtu.be/UeL8hd6K80c]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_user_manual&diff=22394Vendor user manual2022-07-11T06:27:30Z<p>Artem: /* Delivering the job */</p>
<hr />
<div>=='''Introduction'''==<br />
<br />
'''Protemos is a project management system for translation agencies and freelancers.''' <br />
<br />
Vendors of translation agencies receive and upload their jobs, check their invoices and payments.<br />
<br />
This Vendor Manual is intended for the users registered as vendors within the translation agency accounts. <br />
<br />
If you have your own account, please read Protemos '''<U>[[Quick start guide]]</U>'''.<br />
<br />
=='''How to register the vendor account'''==<br />
<br />
1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email:<br />
<br />
[[File:1em.png|border|500px]]<br />
<br />
2. Accept the invitation by clicking the first link in the received email. The following window will appear:<br />
<br />
[[File:Vendor invitation link.png|border|800px]]<br />
<br />
3. Create your own username and password and press '''"Submit"'''.<br />
<br />
4. Your account will be created.<br />
<br />
For more info, please see our video tutorial [[File:2ag.png|40px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
===How to submit a vendor application===<br />
<br />
Please click the Vendor application URL to submit your application. It will open the '''Vendor application form''' page.<br />
<br />
Please select the '''Type ID''' to identify whether you represent a company or you are a freelancer and provide the required information. You may also upload your CV, certificates, etc.<br />
<br />
Having filled in the form, solve the CAPTCHA and click '''"Submit"''':<br />
<br />
[[File:VAForm on site.png|border|500px]]<br />
<br />
After an assigned manager considers your application, you will be informed of the result by email.<br />
<br />
If the company accepts your application, you will receive an invitational email containing instructions on how to join their corporate account as a vendor:<br />
<br />
[[File:Invitation email.png|border|700px]]<br />
<br />
Follow the link, fill in your username and password, choose the time zone, read and accept the Privacy policy, Terms of service, Agreement with a company, and click "Submit":<br />
<br />
[[File:Complete registration.png|border|1000px]]<br />
<br />
If the company rejects the application, you will be informed of the rejection.<br />
<br />
=='''Vendor profile settings'''==<br />
<br />
On the '''Vendor Profile''' page you can update your personal information, change your username and account password.<br />
<br />
To do so, go to the '''Vendor profile''' menu:<br />
<br />
[[File:Newprof.png|border|1000px]]<br />
<br />
For more detailed information, please check the <U>[[My profile|Profile]]</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Get started with vendor account'''==<br />
<br />
There are several main sections that you need to focus on:<br />
<br />
[[File:Tttabs.png|border|1000px]]<br />
<br />
*'''Jobs'''—the list of jobs assigned to you.<br />
<br />
*'''Tenders'''—the list of potential jobs.<br />
<br />
*'''Receivables'''—the amount you earn for each job.<br />
<br />
*'''Invoices'''—the invoices due to be paid or already paid by the translation agency.<br />
<br />
*'''Payments'''—the payments paid by the translation agency.<br />
<br />
=='''Dashboard'''==<br />
<br />
[[File:Veda.png|border|350px]]<br />
<br />
Here you can see summary of your jobs and tenders:<br />
<br />
[[File:Vedajo.png|border|1000px]]<br />
<br />
[[File:Vedate.png|border|1000px]]<br />
<br />
=='''Receiving and accepting the jobs'''==<br />
<br />
1. Whenever the manager assigns jobs to you via Protemos, you will be notified by email:<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
Here you can accept or reject a job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, click the job code, and you will see the '''Job''' page.<br />
<br />
===''' Job details section '''===<br />
<br />
On '''Job''' page you can see the conditions:<br />
<br />
[[File:Vendor job.png|border|750px]]<br />
<br />
2. Make sure you accept the job conditions and confirm it by pressing the '''"Accept"''' button:<br />
<br />
[[File:Accept vendor job.png|border|750px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''. You will need to write the reason for declining though.<br />
<br />
[[File:Vendor reject.png|border|750px]]<br />
<br />
In both cases, your manager will be notified by email. <br />
<br />
Over the job details table, you can see the progress chart describing the workflow of the job:<br />
<br />
[[File:Vendor job workflow.png|border|750px]]<br />
<br />
The job may have the following statuses:<br />
<br />
'''Offered to vendor''' — the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working.<br />
<br />
'''Offer accepted''' — the vendor has confirmed that they take the job.<br />
<br />
'''Offer rejected''' — the vendor has rejected the job.<br />
<br />
'''Started''' — the manager started the job manually after the vendor accepted it (Auto start on vendor acceptance is not marked), or the vendor has confirmed that they take the job after you propose it (Auto start on vendor acceptance is marked).<br />
<br />
'''Completed''' — the vendor has delivered and completed the job.<br />
<br />
'''Completion accepted''' — the manager has checked the delivery and accepted it.<br />
<br />
'''Completion rejected''' — the manager has checked the delivery and rejected it.<br />
<br />
To get an idea of how it looks from the Manager’s side, please have a look at '''<U>[[Job view#Job statuses| Job view]]</U>''' page.<br />
<br />
===''' Receivables section'''===<br />
<br />
Here you can see the job volume and price:<br />
<br />
[[File:Receivables11.png|border|900px]]<br />
<br />
==='''Job input files section'''=== <br />
<br />
3. In this section you can download the files you need to work with by pressing one file by one or "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:Input file.png|border|900px]]<br />
<br />
==='''Job output files section'''=== <br />
<br />
4.Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Fo.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
==='''Delivering the job'''===<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete'''" button:<br />
<br />
[[File:Complete job new.png|border|900px]]<br />
<br />
If the job has a checklist, you will also have to check all the items on the checklist before submitting a job:<br />
<br />
[[File:Checklist vendor view.png|border|900px]]<br />
<br />
<br />
Here you may also download the PO issued by your manager by pressing the "'''Download PO'''" button:<br />
<br />
[[File:Download PO.png|border|900px]]<br />
<br />
6. The manager will be notified by email that you have completed the job, then accept or reject it. The job is considered closed once the manager accepted it. <br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Claim and apply for tenders'''==<br />
<br />
When your manager creates a tender, you will receive an email containing the job proposal.<br />
<br />
If you are interested in the tender, you may claim it or apply for it depending on the tender type.<br />
<br />
For more information, please see the '''<U>[[Create job tenders#Guidance for vendors on how to claim and apply for tenders|How to claim and apply for tenders]]</U>''' section.<br />
<br />
=='''Invoicing'''==<br />
<br />
Both you and the translation agency can create invoices for the jobs completed by you.<br />
<br />
To view the list of invoices, click the '''Invoices''' menu on the top panel:<br />
<br />
[[File:Ivv.png|border|450px]]<br />
<br />
If the translation agency creates an invoice by itself, you will be notified by email from the system asking to see if everything is correct.<br />
<br />
If the translation agency asks you to create invoices on your own, please do the following:<br />
<br />
1. Click the '''Receivables''' menu on the top panel:<br />
<br />
[[File:Rcv.png|border|450px]]<br />
<br />
The list of the receivables will be displayed.<br />
<br />
2. Select the amounts you want to include in the invoice and press the "'''Invoice selected'''" button:<br />
<br />
[[File:Screenshdot 2.png|border|900px]]<br />
<br />
Or you can press '''"Invoice all"''' and all the receivables that are in the jobs with the '''"Completion accepted"''' status will be invoiced.<br />
<br />
3. Your invoice will be stored in your and the manager's database. All you have to do is just to wait for the payment.<br />
<br />
If you would like to see the details of this invoice, go to the '''Invoices''' page and choose the respective invoice from the list by clicking the invoice code:<br />
<br />
[[File:Invlist.png|border|1100px]]<br />
<br />
It will open the invoice page where you can see the invoice details, receivables, and linked payments in the corresponding sections of the page. <br />
<br />
On this page, you may also download the invoice as a PDF file by pressing the "'''Download as PDF'''" button:<br />
<br />
[[File:Of the invoice details.png|border|1250px]]<br />
<br />
==='''Uploading external files to invoices'''===<br />
<br />
<br />
You can also upload files (for example, your invoices generated outside of the system) to attach them to an invoice using the "Upload" button in the "Additional files" section on the corresponding invoice page:<br />
<br />
[[File:Extfiles.jpg|border|1250px]]<br />
<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Payments'''==<br />
<br />
When the translation agency has entered the payment sent to you in its database, you will be notified by email.<br />
<br />
Click the '''Payments''' menu on the top panel:<br />
<br />
[[File:Pmv.png|border|450px]]<br />
<br />
It will bring you to the '''Payments list''':<br />
<br />
[[File:Paymlist.png|border|1000px]]<br />
<br />
Now choose the respective payment from the list by clicking on the payment code.<br />
<br />
It will open the payment page where you can see the payment details and linked invoices in the corresponding sections:<br />
<br />
[[File:Payment itself.png|border|1250px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Filters'''==<br />
<br />
Each page has filters you can use to display the necessary entries in the tables.<br />
<br />
=== '''Jobs filter'''=== <br />
<br />
The jobs filter looks as follows:<br />
<br />
[[File:Job's filters.png|border|1250px]]<br />
<br />
*'''Job code''': filters the jobs by a specific code.<br />
<br />
*'''Job name''': filters the jobs by a specific name.<br />
<br />
*'''Language pair''': filters the jobs by a specific language pair.<br />
<br />
*'''Specialization''': filters the jobs by a specific specialization.<br />
<br />
*'''Service''': filters the jobs by a specific service.<br />
<br />
*'''Statuses''': filters the jobs by a specific status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Rejected by manager, Accepted by manager, Canceled, On tender).<br />
<br />
*'''Primary manager''': filters the jobs assigned by a specific project manager.<br />
<br />
*'''Note to vendor''': displays only the jobs with notes containing the specified symbols combination.<br />
<br />
*'''Start date''': filters the jobs by specific start date.<br />
<br />
*'''Deadline date''': filters the jobs by a specific deadline date.<br />
<br />
*'''Overdue''': displays overdue or not overdue jobs in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Free of charge''': displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has receivables''': displays jobs with or without receivables in accordance with the filter value applied (Yes, No).<br />
<br />
=== '''Tenders filter'''=== <br />
<br />
Go to the '''Tenders''' menu to monitor proposed tenders.<br />
<br />
You can hide or display some tenders in the list using filters:<br />
<br />
[[File:Job'stenders filters.png|border|1250px]]<br />
<br />
*'''Tender code''': displays only the tenders with the codes containing entered symbols sequence.<br />
<br />
*'''Tender type''': displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).<br />
<br />
*'''Primary manager''': displays only the tenders created by the selected primary manager.<br />
<br />
*'''Tender start date''': displays only the tenders which were started during the specified period.<br />
<br />
*'''Vendor application deadline date''': displays only the tenders with deadlines during the specified period.<br />
<br />
*'''Job code''': displays only the jobs with the codes containing entered symbols sequence.<br />
<br />
*'''Language pair''': displays only the tenders with the selected language pair.<br />
<br />
*'''Vendor application statuses''': displays only the tenders with the specified vendor application status (Open, Closed).<br />
<br />
==='''Receivables filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Receivables filters vendor.png|border|1250px]]<br />
<br />
*'''Receivable code''': displays only the amounts with the code containing specific characters.<br />
<br />
*'''Project manager''': displays only the receivables for the jobs added by a project manager.<br />
<br />
*'''Job statuses''': displays only the amounts for the jobs with the specified status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled). <br />
<br />
*'''Job deadline date''': displays only the amounts for the jobs with a specified deadline time span.<br />
<br />
*'''Is invoiced''': displays only the receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Note''': displays the receivables with notes containing the specified symbols combination.<br />
<br />
==='''Invoices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Is sent.png|border|1250px]]<br />
<br />
*'''Code''': displays the invoices with a specific code.<br />
<br />
*'''Total''': displays the invoices within the specified amount of money range.<br />
<br />
*'''Currency''': displays the invoices with a specific currency.<br />
<br />
*'''Creation date''': displays the invoices created within a specific period of time.<br />
<br />
*'''Due date''': displays the invoices with the due date within the specified date range.<br />
<br />
*'''Note''': displays the invoices with notes containing the specified symbols combination.<br />
<br />
*'''Overdue''': displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has linked payments''': displays only the invoices with or without linked payments according to the filter value applied (Yes, No).<br />
<br />
*'''Fully covered''': displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).<br />
<br />
==='''Payments filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Payment's filters.png|border|1250px]]<br />
<br />
*'''Code''': displays only the payments with a specific code.<br />
<br />
*'''Note''': displays the payments with notes containing the specified symbols combination.<br />
<br />
*'''Amount''': displays the payments with the specified amount. <br />
<br />
*''' Currency''': displays the payments with specified currency.<br />
<br />
*'''Creation date''': displays only the payments created within a specific period of time.<br />
<br />
*'''Paid at date''': displays only the payments made within a specific period of time.<br />
<br />
*'''Has linked invoices''': displays only the payments with or without linked invoices according to the filter value applied (Yes, No).<br />
<br />
*'''Is fully covered''': displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).<br />
<br />
=='''Messages'''==<br />
<br />
You can communicate with your managers directly in Protemos, instead of exchanging emails or instant messages.<br />
<br />
This feature is available for the following vendors' objects:<br />
<br />
*<U>'''[[Job view#Messages|Job]]'''</U>.<br />
*<U>'''[[Vendor invoice view#Messages|Invoices]]'''</U>.<br />
*<U>'''[[Vendor payment view#Messages|Payments]]'''</U>.<br />
<br />
Here you can see the example of how it looks like:<br />
<br />
[[File:Send message.png|border|400px]]<br />
<br />
Vendors, and managers will get emails once someone sent a message to them.<br />
<br />
You can read the message and reply straight from the email:<br />
<br />
[[File:Message email.png|border|500px]]<br />
<br />
By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.<br />
<br />
=='''Export data to excel'''==<br />
<br />
On every page of the following menus you can export the tables into .xls files:<br />
<br />
[[File:RIP vendor.png|border|450px]]<br />
<br />
To do so, go to the required menu and press the "'''Export to Excel'''" button: <br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Additional information'''==<br />
The system supports all modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. If you experience issues, we recommend using the modern browser. <br />
<br />
We are improving the system all the time. That’s why the interface may change and look a little bit different from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22393Receiving the jobs2022-07-11T06:11:14Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, click on the job code, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Accept'''" button:<br />
<br />
[[File:Accept job offer.png|border|1000px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files one by one by clicking on their names or all at once by pressing "'''Download all as ZIP'''":<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and accepting the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22392Receiving the jobs2022-07-11T06:09:47Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, click on the job code, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Accept'''" button:<br />
<br />
[[File:Accept job offer.png|border|1000px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files one by one by clicking on their names or all at once by pressing "'''Download all as ZIP'''":<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and uploading the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_user_manual&diff=22391Vendor user manual2022-07-07T07:15:15Z<p>Artem: /* Receiving and accepting the jobs */</p>
<hr />
<div>=='''Introduction'''==<br />
<br />
'''Protemos is a project management system for translation agencies and freelancers.''' <br />
<br />
Vendors of translation agencies receive and upload their jobs, check their invoices and payments.<br />
<br />
This Vendor Manual is intended for the users registered as vendors within the translation agency accounts. <br />
<br />
If you have your own account, please read Protemos '''<U>[[Quick start guide]]</U>'''.<br />
<br />
=='''How to register the vendor account'''==<br />
<br />
1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email:<br />
<br />
[[File:1em.png|border|500px]]<br />
<br />
2. Accept the invitation by clicking the first link in the received email. The following window will appear:<br />
<br />
[[File:Vendor invitation link.png|border|800px]]<br />
<br />
3. Create your own username and password and press '''"Submit"'''.<br />
<br />
4. Your account will be created.<br />
<br />
For more info, please see our video tutorial [[File:2ag.png|40px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
===How to submit a vendor application===<br />
<br />
Please click the Vendor application URL to submit your application. It will open the '''Vendor application form''' page.<br />
<br />
Please select the '''Type ID''' to identify whether you represent a company or you are a freelancer and provide the required information. You may also upload your CV, certificates, etc.<br />
<br />
Having filled in the form, solve the CAPTCHA and click '''"Submit"''':<br />
<br />
[[File:VAForm on site.png|border|500px]]<br />
<br />
After an assigned manager considers your application, you will be informed of the result by email.<br />
<br />
If the company accepts your application, you will receive an invitational email containing instructions on how to join their corporate account as a vendor:<br />
<br />
[[File:Invitation email.png|border|700px]]<br />
<br />
Follow the link, fill in your username and password, choose the time zone, read and accept the Privacy policy, Terms of service, Agreement with a company, and click "Submit":<br />
<br />
[[File:Complete registration.png|border|1000px]]<br />
<br />
If the company rejects the application, you will be informed of the rejection.<br />
<br />
=='''Vendor profile settings'''==<br />
<br />
On the '''Vendor Profile''' page you can update your personal information, change your username and account password.<br />
<br />
To do so, go to the '''Vendor profile''' menu:<br />
<br />
[[File:Newprof.png|border|1000px]]<br />
<br />
For more detailed information, please check the <U>[[My profile|Profile]]</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Get started with vendor account'''==<br />
<br />
There are several main sections that you need to focus on:<br />
<br />
[[File:Tttabs.png|border|1000px]]<br />
<br />
*'''Jobs'''—the list of jobs assigned to you.<br />
<br />
*'''Tenders'''—the list of potential jobs.<br />
<br />
*'''Receivables'''—the amount you earn for each job.<br />
<br />
*'''Invoices'''—the invoices due to be paid or already paid by the translation agency.<br />
<br />
*'''Payments'''—the payments paid by the translation agency.<br />
<br />
=='''Dashboard'''==<br />
<br />
[[File:Veda.png|border|350px]]<br />
<br />
Here you can see summary of your jobs and tenders:<br />
<br />
[[File:Vedajo.png|border|1000px]]<br />
<br />
[[File:Vedate.png|border|1000px]]<br />
<br />
=='''Receiving and accepting the jobs'''==<br />
<br />
1. Whenever the manager assigns jobs to you via Protemos, you will be notified by email:<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
Here you can accept or reject a job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, click the job code, and you will see the '''Job''' page.<br />
<br />
===''' Job details section '''===<br />
<br />
On '''Job''' page you can see the conditions:<br />
<br />
[[File:Vendor job.png|border|750px]]<br />
<br />
2. Make sure you accept the job conditions and confirm it by pressing the '''"Accept"''' button:<br />
<br />
[[File:Accept vendor job.png|border|750px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''. You will need to write the reason for declining though.<br />
<br />
[[File:Vendor reject.png|border|750px]]<br />
<br />
In both cases, your manager will be notified by email. <br />
<br />
Over the job details table, you can see the progress chart describing the workflow of the job:<br />
<br />
[[File:Vendor job workflow.png|border|750px]]<br />
<br />
The job may have the following statuses:<br />
<br />
'''Offered to vendor''' — the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working.<br />
<br />
'''Offer accepted''' — the vendor has confirmed that they take the job.<br />
<br />
'''Offer rejected''' — the vendor has rejected the job.<br />
<br />
'''Started''' — the manager started the job manually after the vendor accepted it (Auto start on vendor acceptance is not marked), or the vendor has confirmed that they take the job after you propose it (Auto start on vendor acceptance is marked).<br />
<br />
'''Completed''' — the vendor has delivered and completed the job.<br />
<br />
'''Completion accepted''' — the manager has checked the delivery and accepted it.<br />
<br />
'''Completion rejected''' — the manager has checked the delivery and rejected it.<br />
<br />
To get an idea of how it looks from the Manager’s side, please have a look at '''<U>[[Job view#Job statuses| Job view]]</U>''' page.<br />
<br />
===''' Receivables section'''===<br />
<br />
Here you can see the job volume and price:<br />
<br />
[[File:Receivables11.png|border|900px]]<br />
<br />
==='''Job input files section'''=== <br />
<br />
3. In this section you can download the files you need to work with by pressing one file by one or "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:Input file.png|border|900px]]<br />
<br />
==='''Job output files section'''=== <br />
<br />
4.Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Fo.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
==='''Delivering the job'''===<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:Complete job new.png|border|900px]]<br />
<br />
If the job has a checklist, you will also have to check all the items on the checklist before submitting a job:<br />
<br />
[[File:Checklist vendor view.png|border|900px]]<br />
<br />
<br />
Here you may also download the PO issued by your manager by pressing the "'''Download PO'''" button:<br />
<br />
[[File:Download PO.png|border|900px]]<br />
<br />
6. The manager will be notified by email that you have completed the job, then accept or reject it. The job is considered closed once the manager accepted it. <br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Claim and apply for tenders'''==<br />
<br />
When your manager creates a tender, you will receive an email containing the job proposal.<br />
<br />
If you are interested in the tender, you may claim it or apply for it depending on the tender type.<br />
<br />
For more information, please see the '''<U>[[Create job tenders#Guidance for vendors on how to claim and apply for tenders|How to claim and apply for tenders]]</U>''' section.<br />
<br />
=='''Invoicing'''==<br />
<br />
Both you and the translation agency can create invoices for the jobs completed by you.<br />
<br />
To view the list of invoices, click the '''Invoices''' menu on the top panel:<br />
<br />
[[File:Ivv.png|border|450px]]<br />
<br />
If the translation agency creates an invoice by itself, you will be notified by email from the system asking to see if everything is correct.<br />
<br />
If the translation agency asks you to create invoices on your own, please do the following:<br />
<br />
1. Click the '''Receivables''' menu on the top panel:<br />
<br />
[[File:Rcv.png|border|450px]]<br />
<br />
The list of the receivables will be displayed.<br />
<br />
2. Select the amounts you want to include in the invoice and press the "'''Invoice selected'''" button:<br />
<br />
[[File:Screenshdot 2.png|border|900px]]<br />
<br />
Or you can press '''"Invoice all"''' and all the receivables that are in the jobs with the '''"Completion accepted"''' status will be invoiced.<br />
<br />
3. Your invoice will be stored in your and the manager's database. All you have to do is just to wait for the payment.<br />
<br />
If you would like to see the details of this invoice, go to the '''Invoices''' page and choose the respective invoice from the list by clicking the invoice code:<br />
<br />
[[File:Invlist.png|border|1100px]]<br />
<br />
It will open the invoice page where you can see the invoice details, receivables, and linked payments in the corresponding sections of the page. <br />
<br />
On this page, you may also download the invoice as a PDF file by pressing the "'''Download as PDF'''" button:<br />
<br />
[[File:Of the invoice details.png|border|1250px]]<br />
<br />
==='''Uploading external files to invoices'''===<br />
<br />
<br />
You can also upload files (for example, your invoices generated outside of the system) to attach them to an invoice using the "Upload" button in the "Additional files" section on the corresponding invoice page:<br />
<br />
[[File:Extfiles.jpg|border|1250px]]<br />
<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Payments'''==<br />
<br />
When the translation agency has entered the payment sent to you in its database, you will be notified by email.<br />
<br />
Click the '''Payments''' menu on the top panel:<br />
<br />
[[File:Pmv.png|border|450px]]<br />
<br />
It will bring you to the '''Payments list''':<br />
<br />
[[File:Paymlist.png|border|1000px]]<br />
<br />
Now choose the respective payment from the list by clicking on the payment code.<br />
<br />
It will open the payment page where you can see the payment details and linked invoices in the corresponding sections:<br />
<br />
[[File:Payment itself.png|border|1250px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Filters'''==<br />
<br />
Each page has filters you can use to display the necessary entries in the tables.<br />
<br />
=== '''Jobs filter'''=== <br />
<br />
The jobs filter looks as follows:<br />
<br />
[[File:Job's filters.png|border|1250px]]<br />
<br />
*'''Job code''': filters the jobs by a specific code.<br />
<br />
*'''Job name''': filters the jobs by a specific name.<br />
<br />
*'''Language pair''': filters the jobs by a specific language pair.<br />
<br />
*'''Specialization''': filters the jobs by a specific specialization.<br />
<br />
*'''Service''': filters the jobs by a specific service.<br />
<br />
*'''Statuses''': filters the jobs by a specific status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Rejected by manager, Accepted by manager, Canceled, On tender).<br />
<br />
*'''Primary manager''': filters the jobs assigned by a specific project manager.<br />
<br />
*'''Note to vendor''': displays only the jobs with notes containing the specified symbols combination.<br />
<br />
*'''Start date''': filters the jobs by specific start date.<br />
<br />
*'''Deadline date''': filters the jobs by a specific deadline date.<br />
<br />
*'''Overdue''': displays overdue or not overdue jobs in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Free of charge''': displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has receivables''': displays jobs with or without receivables in accordance with the filter value applied (Yes, No).<br />
<br />
=== '''Tenders filter'''=== <br />
<br />
Go to the '''Tenders''' menu to monitor proposed tenders.<br />
<br />
You can hide or display some tenders in the list using filters:<br />
<br />
[[File:Job'stenders filters.png|border|1250px]]<br />
<br />
*'''Tender code''': displays only the tenders with the codes containing entered symbols sequence.<br />
<br />
*'''Tender type''': displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).<br />
<br />
*'''Primary manager''': displays only the tenders created by the selected primary manager.<br />
<br />
*'''Tender start date''': displays only the tenders which were started during the specified period.<br />
<br />
*'''Vendor application deadline date''': displays only the tenders with deadlines during the specified period.<br />
<br />
*'''Job code''': displays only the jobs with the codes containing entered symbols sequence.<br />
<br />
*'''Language pair''': displays only the tenders with the selected language pair.<br />
<br />
*'''Vendor application statuses''': displays only the tenders with the specified vendor application status (Open, Closed).<br />
<br />
==='''Receivables filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Receivables filters vendor.png|border|1250px]]<br />
<br />
*'''Receivable code''': displays only the amounts with the code containing specific characters.<br />
<br />
*'''Project manager''': displays only the receivables for the jobs added by a project manager.<br />
<br />
*'''Job statuses''': displays only the amounts for the jobs with the specified status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled). <br />
<br />
*'''Job deadline date''': displays only the amounts for the jobs with a specified deadline time span.<br />
<br />
*'''Is invoiced''': displays only the receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Note''': displays the receivables with notes containing the specified symbols combination.<br />
<br />
==='''Invoices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Is sent.png|border|1250px]]<br />
<br />
*'''Code''': displays the invoices with a specific code.<br />
<br />
*'''Total''': displays the invoices within the specified amount of money range.<br />
<br />
*'''Currency''': displays the invoices with a specific currency.<br />
<br />
*'''Creation date''': displays the invoices created within a specific period of time.<br />
<br />
*'''Due date''': displays the invoices with the due date within the specified date range.<br />
<br />
*'''Note''': displays the invoices with notes containing the specified symbols combination.<br />
<br />
*'''Overdue''': displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has linked payments''': displays only the invoices with or without linked payments according to the filter value applied (Yes, No).<br />
<br />
*'''Fully covered''': displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).<br />
<br />
==='''Payments filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Payment's filters.png|border|1250px]]<br />
<br />
*'''Code''': displays only the payments with a specific code.<br />
<br />
*'''Note''': displays the payments with notes containing the specified symbols combination.<br />
<br />
*'''Amount''': displays the payments with the specified amount. <br />
<br />
*''' Currency''': displays the payments with specified currency.<br />
<br />
*'''Creation date''': displays only the payments created within a specific period of time.<br />
<br />
*'''Paid at date''': displays only the payments made within a specific period of time.<br />
<br />
*'''Has linked invoices''': displays only the payments with or without linked invoices according to the filter value applied (Yes, No).<br />
<br />
*'''Is fully covered''': displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).<br />
<br />
=='''Messages'''==<br />
<br />
You can communicate with your managers directly in Protemos, instead of exchanging emails or instant messages.<br />
<br />
This feature is available for the following vendors' objects:<br />
<br />
*<U>'''[[Job view#Messages|Job]]'''</U>.<br />
*<U>'''[[Vendor invoice view#Messages|Invoices]]'''</U>.<br />
*<U>'''[[Vendor payment view#Messages|Payments]]'''</U>.<br />
<br />
Here you can see the example of how it looks like:<br />
<br />
[[File:Send message.png|border|400px]]<br />
<br />
Vendors, and managers will get emails once someone sent a message to them.<br />
<br />
You can read the message and reply straight from the email:<br />
<br />
[[File:Message email.png|border|500px]]<br />
<br />
By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.<br />
<br />
=='''Export data to excel'''==<br />
<br />
On every page of the following menus you can export the tables into .xls files:<br />
<br />
[[File:RIP vendor.png|border|450px]]<br />
<br />
To do so, go to the required menu and press the "'''Export to Excel'''" button: <br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Additional information'''==<br />
The system supports all modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. If you experience issues, we recommend using the modern browser. <br />
<br />
We are improving the system all the time. That’s why the interface may change and look a little bit different from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_user_manual&diff=22390Vendor user manual2022-07-07T07:14:23Z<p>Artem: /* Receiving and accepting the jobs */</p>
<hr />
<div>=='''Introduction'''==<br />
<br />
'''Protemos is a project management system for translation agencies and freelancers.''' <br />
<br />
Vendors of translation agencies receive and upload their jobs, check their invoices and payments.<br />
<br />
This Vendor Manual is intended for the users registered as vendors within the translation agency accounts. <br />
<br />
If you have your own account, please read Protemos '''<U>[[Quick start guide]]</U>'''.<br />
<br />
=='''How to register the vendor account'''==<br />
<br />
1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email:<br />
<br />
[[File:1em.png|border|500px]]<br />
<br />
2. Accept the invitation by clicking the first link in the received email. The following window will appear:<br />
<br />
[[File:Vendor invitation link.png|border|800px]]<br />
<br />
3. Create your own username and password and press '''"Submit"'''.<br />
<br />
4. Your account will be created.<br />
<br />
For more info, please see our video tutorial [[File:2ag.png|40px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
===How to submit a vendor application===<br />
<br />
Please click the Vendor application URL to submit your application. It will open the '''Vendor application form''' page.<br />
<br />
Please select the '''Type ID''' to identify whether you represent a company or you are a freelancer and provide the required information. You may also upload your CV, certificates, etc.<br />
<br />
Having filled in the form, solve the CAPTCHA and click '''"Submit"''':<br />
<br />
[[File:VAForm on site.png|border|500px]]<br />
<br />
After an assigned manager considers your application, you will be informed of the result by email.<br />
<br />
If the company accepts your application, you will receive an invitational email containing instructions on how to join their corporate account as a vendor:<br />
<br />
[[File:Invitation email.png|border|700px]]<br />
<br />
Follow the link, fill in your username and password, choose the time zone, read and accept the Privacy policy, Terms of service, Agreement with a company, and click "Submit":<br />
<br />
[[File:Complete registration.png|border|1000px]]<br />
<br />
If the company rejects the application, you will be informed of the rejection.<br />
<br />
=='''Vendor profile settings'''==<br />
<br />
On the '''Vendor Profile''' page you can update your personal information, change your username and account password.<br />
<br />
To do so, go to the '''Vendor profile''' menu:<br />
<br />
[[File:Newprof.png|border|1000px]]<br />
<br />
For more detailed information, please check the <U>[[My profile|Profile]]</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Get started with vendor account'''==<br />
<br />
There are several main sections that you need to focus on:<br />
<br />
[[File:Tttabs.png|border|1000px]]<br />
<br />
*'''Jobs'''—the list of jobs assigned to you.<br />
<br />
*'''Tenders'''—the list of potential jobs.<br />
<br />
*'''Receivables'''—the amount you earn for each job.<br />
<br />
*'''Invoices'''—the invoices due to be paid or already paid by the translation agency.<br />
<br />
*'''Payments'''—the payments paid by the translation agency.<br />
<br />
=='''Dashboard'''==<br />
<br />
[[File:Veda.png|border|350px]]<br />
<br />
Here you can see summary of your jobs and tenders:<br />
<br />
[[File:Vedajo.png|border|1000px]]<br />
<br />
[[File:Vedate.png|border|1000px]]<br />
<br />
=='''Receiving and accepting the jobs'''==<br />
<br />
1. Whenever the manager assigns jobs to you via Protemos system, you will be notified by email:<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
Here you can confirm or decline a job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''Job''' page.<br />
<br />
===''' Job details section '''===<br />
<br />
On '''Job''' page you can see the conditions:<br />
<br />
[[File:Vendor job.png|border|750px]]<br />
<br />
2. Make sure you accept the job conditions and confirm it by pressing the '''"Accept"''' button:<br />
<br />
[[File:Accept vendor job.png|border|750px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''. You will need to write the reason for declining though.<br />
<br />
[[File:Vendor reject.png|border|750px]]<br />
<br />
In both cases, your manager will be notified by email. <br />
<br />
Over the job details table, you can see the progress chart describing the workflow of the job:<br />
<br />
[[File:Vendor job workflow.png|border|750px]]<br />
<br />
The job may have the following statuses:<br />
<br />
'''Offered to vendor''' — the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working.<br />
<br />
'''Offer accepted''' — the vendor has confirmed that they take the job.<br />
<br />
'''Offer rejected''' — the vendor has rejected the job.<br />
<br />
'''Started''' — the manager started the job manually after the vendor accepted it (Auto start on vendor acceptance is not marked), or the vendor has confirmed that they take the job after you propose it (Auto start on vendor acceptance is marked).<br />
<br />
'''Completed''' — the vendor has delivered and completed the job.<br />
<br />
'''Completion accepted''' — the manager has checked the delivery and accepted it.<br />
<br />
'''Completion rejected''' — the manager has checked the delivery and rejected it.<br />
<br />
To get an idea of how it looks from the Manager’s side, please have a look at '''<U>[[Job view#Job statuses| Job view]]</U>''' page.<br />
<br />
===''' Receivables section'''===<br />
<br />
Here you can see the job volume and price:<br />
<br />
[[File:Receivables11.png|border|900px]]<br />
<br />
==='''Job input files section'''=== <br />
<br />
3. In this section you can download the files you need to work with by pressing one file by one or "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:Input file.png|border|900px]]<br />
<br />
==='''Job output files section'''=== <br />
<br />
4.Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Fo.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
==='''Delivering the job'''===<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:Complete job new.png|border|900px]]<br />
<br />
If the job has a checklist, you will also have to check all the items on the checklist before submitting a job:<br />
<br />
[[File:Checklist vendor view.png|border|900px]]<br />
<br />
<br />
Here you may also download the PO issued by your manager by pressing the "'''Download PO'''" button:<br />
<br />
[[File:Download PO.png|border|900px]]<br />
<br />
6. The manager will be notified by email that you have completed the job, then accept or reject it. The job is considered closed once the manager accepted it. <br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Claim and apply for tenders'''==<br />
<br />
When your manager creates a tender, you will receive an email containing the job proposal.<br />
<br />
If you are interested in the tender, you may claim it or apply for it depending on the tender type.<br />
<br />
For more information, please see the '''<U>[[Create job tenders#Guidance for vendors on how to claim and apply for tenders|How to claim and apply for tenders]]</U>''' section.<br />
<br />
=='''Invoicing'''==<br />
<br />
Both you and the translation agency can create invoices for the jobs completed by you.<br />
<br />
To view the list of invoices, click the '''Invoices''' menu on the top panel:<br />
<br />
[[File:Ivv.png|border|450px]]<br />
<br />
If the translation agency creates an invoice by itself, you will be notified by email from the system asking to see if everything is correct.<br />
<br />
If the translation agency asks you to create invoices on your own, please do the following:<br />
<br />
1. Click the '''Receivables''' menu on the top panel:<br />
<br />
[[File:Rcv.png|border|450px]]<br />
<br />
The list of the receivables will be displayed.<br />
<br />
2. Select the amounts you want to include in the invoice and press the "'''Invoice selected'''" button:<br />
<br />
[[File:Screenshdot 2.png|border|900px]]<br />
<br />
Or you can press '''"Invoice all"''' and all the receivables that are in the jobs with the '''"Completion accepted"''' status will be invoiced.<br />
<br />
3. Your invoice will be stored in your and the manager's database. All you have to do is just to wait for the payment.<br />
<br />
If you would like to see the details of this invoice, go to the '''Invoices''' page and choose the respective invoice from the list by clicking the invoice code:<br />
<br />
[[File:Invlist.png|border|1100px]]<br />
<br />
It will open the invoice page where you can see the invoice details, receivables, and linked payments in the corresponding sections of the page. <br />
<br />
On this page, you may also download the invoice as a PDF file by pressing the "'''Download as PDF'''" button:<br />
<br />
[[File:Of the invoice details.png|border|1250px]]<br />
<br />
==='''Uploading external files to invoices'''===<br />
<br />
<br />
You can also upload files (for example, your invoices generated outside of the system) to attach them to an invoice using the "Upload" button in the "Additional files" section on the corresponding invoice page:<br />
<br />
[[File:Extfiles.jpg|border|1250px]]<br />
<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Payments'''==<br />
<br />
When the translation agency has entered the payment sent to you in its database, you will be notified by email.<br />
<br />
Click the '''Payments''' menu on the top panel:<br />
<br />
[[File:Pmv.png|border|450px]]<br />
<br />
It will bring you to the '''Payments list''':<br />
<br />
[[File:Paymlist.png|border|1000px]]<br />
<br />
Now choose the respective payment from the list by clicking on the payment code.<br />
<br />
It will open the payment page where you can see the payment details and linked invoices in the corresponding sections:<br />
<br />
[[File:Payment itself.png|border|1250px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Filters'''==<br />
<br />
Each page has filters you can use to display the necessary entries in the tables.<br />
<br />
=== '''Jobs filter'''=== <br />
<br />
The jobs filter looks as follows:<br />
<br />
[[File:Job's filters.png|border|1250px]]<br />
<br />
*'''Job code''': filters the jobs by a specific code.<br />
<br />
*'''Job name''': filters the jobs by a specific name.<br />
<br />
*'''Language pair''': filters the jobs by a specific language pair.<br />
<br />
*'''Specialization''': filters the jobs by a specific specialization.<br />
<br />
*'''Service''': filters the jobs by a specific service.<br />
<br />
*'''Statuses''': filters the jobs by a specific status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Rejected by manager, Accepted by manager, Canceled, On tender).<br />
<br />
*'''Primary manager''': filters the jobs assigned by a specific project manager.<br />
<br />
*'''Note to vendor''': displays only the jobs with notes containing the specified symbols combination.<br />
<br />
*'''Start date''': filters the jobs by specific start date.<br />
<br />
*'''Deadline date''': filters the jobs by a specific deadline date.<br />
<br />
*'''Overdue''': displays overdue or not overdue jobs in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Free of charge''': displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has receivables''': displays jobs with or without receivables in accordance with the filter value applied (Yes, No).<br />
<br />
=== '''Tenders filter'''=== <br />
<br />
Go to the '''Tenders''' menu to monitor proposed tenders.<br />
<br />
You can hide or display some tenders in the list using filters:<br />
<br />
[[File:Job'stenders filters.png|border|1250px]]<br />
<br />
*'''Tender code''': displays only the tenders with the codes containing entered symbols sequence.<br />
<br />
*'''Tender type''': displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).<br />
<br />
*'''Primary manager''': displays only the tenders created by the selected primary manager.<br />
<br />
*'''Tender start date''': displays only the tenders which were started during the specified period.<br />
<br />
*'''Vendor application deadline date''': displays only the tenders with deadlines during the specified period.<br />
<br />
*'''Job code''': displays only the jobs with the codes containing entered symbols sequence.<br />
<br />
*'''Language pair''': displays only the tenders with the selected language pair.<br />
<br />
*'''Vendor application statuses''': displays only the tenders with the specified vendor application status (Open, Closed).<br />
<br />
==='''Receivables filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Receivables filters vendor.png|border|1250px]]<br />
<br />
*'''Receivable code''': displays only the amounts with the code containing specific characters.<br />
<br />
*'''Project manager''': displays only the receivables for the jobs added by a project manager.<br />
<br />
*'''Job statuses''': displays only the amounts for the jobs with the specified status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled). <br />
<br />
*'''Job deadline date''': displays only the amounts for the jobs with a specified deadline time span.<br />
<br />
*'''Is invoiced''': displays only the receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Note''': displays the receivables with notes containing the specified symbols combination.<br />
<br />
==='''Invoices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Is sent.png|border|1250px]]<br />
<br />
*'''Code''': displays the invoices with a specific code.<br />
<br />
*'''Total''': displays the invoices within the specified amount of money range.<br />
<br />
*'''Currency''': displays the invoices with a specific currency.<br />
<br />
*'''Creation date''': displays the invoices created within a specific period of time.<br />
<br />
*'''Due date''': displays the invoices with the due date within the specified date range.<br />
<br />
*'''Note''': displays the invoices with notes containing the specified symbols combination.<br />
<br />
*'''Overdue''': displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has linked payments''': displays only the invoices with or without linked payments according to the filter value applied (Yes, No).<br />
<br />
*'''Fully covered''': displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).<br />
<br />
==='''Payments filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Payment's filters.png|border|1250px]]<br />
<br />
*'''Code''': displays only the payments with a specific code.<br />
<br />
*'''Note''': displays the payments with notes containing the specified symbols combination.<br />
<br />
*'''Amount''': displays the payments with the specified amount. <br />
<br />
*''' Currency''': displays the payments with specified currency.<br />
<br />
*'''Creation date''': displays only the payments created within a specific period of time.<br />
<br />
*'''Paid at date''': displays only the payments made within a specific period of time.<br />
<br />
*'''Has linked invoices''': displays only the payments with or without linked invoices according to the filter value applied (Yes, No).<br />
<br />
*'''Is fully covered''': displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).<br />
<br />
=='''Messages'''==<br />
<br />
You can communicate with your managers directly in Protemos, instead of exchanging emails or instant messages.<br />
<br />
This feature is available for the following vendors' objects:<br />
<br />
*<U>'''[[Job view#Messages|Job]]'''</U>.<br />
*<U>'''[[Vendor invoice view#Messages|Invoices]]'''</U>.<br />
*<U>'''[[Vendor payment view#Messages|Payments]]'''</U>.<br />
<br />
Here you can see the example of how it looks like:<br />
<br />
[[File:Send message.png|border|400px]]<br />
<br />
Vendors, and managers will get emails once someone sent a message to them.<br />
<br />
You can read the message and reply straight from the email:<br />
<br />
[[File:Message email.png|border|500px]]<br />
<br />
By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.<br />
<br />
=='''Export data to excel'''==<br />
<br />
On every page of the following menus you can export the tables into .xls files:<br />
<br />
[[File:RIP vendor.png|border|450px]]<br />
<br />
To do so, go to the required menu and press the "'''Export to Excel'''" button: <br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Additional information'''==<br />
The system supports all modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. If you experience issues, we recommend using the modern browser. <br />
<br />
We are improving the system all the time. That’s why the interface may change and look a little bit different from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_user_manual&diff=22389Vendor user manual2022-07-07T07:14:16Z<p>Artem: /* Receiving and accepting the jobs */</p>
<hr />
<div>=='''Introduction'''==<br />
<br />
'''Protemos is a project management system for translation agencies and freelancers.''' <br />
<br />
Vendors of translation agencies receive and upload their jobs, check their invoices and payments.<br />
<br />
This Vendor Manual is intended for the users registered as vendors within the translation agency accounts. <br />
<br />
If you have your own account, please read Protemos '''<U>[[Quick start guide]]</U>'''.<br />
<br />
=='''How to register the vendor account'''==<br />
<br />
1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email:<br />
<br />
[[File:1em.png|border|500px]]<br />
<br />
2. Accept the invitation by clicking the first link in the received email. The following window will appear:<br />
<br />
[[File:Vendor invitation link.png|border|800px]]<br />
<br />
3. Create your own username and password and press '''"Submit"'''.<br />
<br />
4. Your account will be created.<br />
<br />
For more info, please see our video tutorial [[File:2ag.png|40px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
===How to submit a vendor application===<br />
<br />
Please click the Vendor application URL to submit your application. It will open the '''Vendor application form''' page.<br />
<br />
Please select the '''Type ID''' to identify whether you represent a company or you are a freelancer and provide the required information. You may also upload your CV, certificates, etc.<br />
<br />
Having filled in the form, solve the CAPTCHA and click '''"Submit"''':<br />
<br />
[[File:VAForm on site.png|border|500px]]<br />
<br />
After an assigned manager considers your application, you will be informed of the result by email.<br />
<br />
If the company accepts your application, you will receive an invitational email containing instructions on how to join their corporate account as a vendor:<br />
<br />
[[File:Invitation email.png|border|700px]]<br />
<br />
Follow the link, fill in your username and password, choose the time zone, read and accept the Privacy policy, Terms of service, Agreement with a company, and click "Submit":<br />
<br />
[[File:Complete registration.png|border|1000px]]<br />
<br />
If the company rejects the application, you will be informed of the rejection.<br />
<br />
=='''Vendor profile settings'''==<br />
<br />
On the '''Vendor Profile''' page you can update your personal information, change your username and account password.<br />
<br />
To do so, go to the '''Vendor profile''' menu:<br />
<br />
[[File:Newprof.png|border|1000px]]<br />
<br />
For more detailed information, please check the <U>[[My profile|Profile]]</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Get started with vendor account'''==<br />
<br />
There are several main sections that you need to focus on:<br />
<br />
[[File:Tttabs.png|border|1000px]]<br />
<br />
*'''Jobs'''—the list of jobs assigned to you.<br />
<br />
*'''Tenders'''—the list of potential jobs.<br />
<br />
*'''Receivables'''—the amount you earn for each job.<br />
<br />
*'''Invoices'''—the invoices due to be paid or already paid by the translation agency.<br />
<br />
*'''Payments'''—the payments paid by the translation agency.<br />
<br />
=='''Dashboard'''==<br />
<br />
[[File:Veda.png|border|350px]]<br />
<br />
Here you can see summary of your jobs and tenders:<br />
<br />
[[File:Vedajo.png|border|1000px]]<br />
<br />
[[File:Vedate.png|border|1000px]]<br />
<br />
=='''Receiving and accepting the jobs'''==<br />
<br />
1. Whenever the manager assigns jobs to you via Protemos system, you will be notified by email:<br />
<br />
[[File:Job_offer.png|border|800px]]<br />
<br />
Here you can confirm or decline a job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''Job''' page.<br />
<br />
===''' Job details section '''===<br />
<br />
On '''Job''' page you can see the conditions:<br />
<br />
[[File:Vendor job.png|border|750px]]<br />
<br />
2. Make sure you accept the job conditions and confirm it by pressing the '''"Accept"''' button:<br />
<br />
[[File:Accept vendor job.png|border|750px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''. You will need to write the reason for declining though.<br />
<br />
[[File:Vendor reject.png|border|750px]]<br />
<br />
In both cases, your manager will be notified by email. <br />
<br />
Over the job details table, you can see the progress chart describing the workflow of the job:<br />
<br />
[[File:Vendor job workflow.png|border|750px]]<br />
<br />
The job may have the following statuses:<br />
<br />
'''Offered to vendor''' — the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working.<br />
<br />
'''Offer accepted''' — the vendor has confirmed that they take the job.<br />
<br />
'''Offer rejected''' — the vendor has rejected the job.<br />
<br />
'''Started''' — the manager started the job manually after the vendor accepted it (Auto start on vendor acceptance is not marked), or the vendor has confirmed that they take the job after you propose it (Auto start on vendor acceptance is marked).<br />
<br />
'''Completed''' — the vendor has delivered and completed the job.<br />
<br />
'''Completion accepted''' — the manager has checked the delivery and accepted it.<br />
<br />
'''Completion rejected''' — the manager has checked the delivery and rejected it.<br />
<br />
To get an idea of how it looks from the Manager’s side, please have a look at '''<U>[[Job view#Job statuses| Job view]]</U>''' page.<br />
<br />
===''' Receivables section'''===<br />
<br />
Here you can see the job volume and price:<br />
<br />
[[File:Receivables11.png|border|900px]]<br />
<br />
==='''Job input files section'''=== <br />
<br />
3. In this section you can download the files you need to work with by pressing one file by one or "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:Input file.png|border|900px]]<br />
<br />
==='''Job output files section'''=== <br />
<br />
4.Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Fo.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
==='''Delivering the job'''===<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:Complete job new.png|border|900px]]<br />
<br />
If the job has a checklist, you will also have to check all the items on the checklist before submitting a job:<br />
<br />
[[File:Checklist vendor view.png|border|900px]]<br />
<br />
<br />
Here you may also download the PO issued by your manager by pressing the "'''Download PO'''" button:<br />
<br />
[[File:Download PO.png|border|900px]]<br />
<br />
6. The manager will be notified by email that you have completed the job, then accept or reject it. The job is considered closed once the manager accepted it. <br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Claim and apply for tenders'''==<br />
<br />
When your manager creates a tender, you will receive an email containing the job proposal.<br />
<br />
If you are interested in the tender, you may claim it or apply for it depending on the tender type.<br />
<br />
For more information, please see the '''<U>[[Create job tenders#Guidance for vendors on how to claim and apply for tenders|How to claim and apply for tenders]]</U>''' section.<br />
<br />
=='''Invoicing'''==<br />
<br />
Both you and the translation agency can create invoices for the jobs completed by you.<br />
<br />
To view the list of invoices, click the '''Invoices''' menu on the top panel:<br />
<br />
[[File:Ivv.png|border|450px]]<br />
<br />
If the translation agency creates an invoice by itself, you will be notified by email from the system asking to see if everything is correct.<br />
<br />
If the translation agency asks you to create invoices on your own, please do the following:<br />
<br />
1. Click the '''Receivables''' menu on the top panel:<br />
<br />
[[File:Rcv.png|border|450px]]<br />
<br />
The list of the receivables will be displayed.<br />
<br />
2. Select the amounts you want to include in the invoice and press the "'''Invoice selected'''" button:<br />
<br />
[[File:Screenshdot 2.png|border|900px]]<br />
<br />
Or you can press '''"Invoice all"''' and all the receivables that are in the jobs with the '''"Completion accepted"''' status will be invoiced.<br />
<br />
3. Your invoice will be stored in your and the manager's database. All you have to do is just to wait for the payment.<br />
<br />
If you would like to see the details of this invoice, go to the '''Invoices''' page and choose the respective invoice from the list by clicking the invoice code:<br />
<br />
[[File:Invlist.png|border|1100px]]<br />
<br />
It will open the invoice page where you can see the invoice details, receivables, and linked payments in the corresponding sections of the page. <br />
<br />
On this page, you may also download the invoice as a PDF file by pressing the "'''Download as PDF'''" button:<br />
<br />
[[File:Of the invoice details.png|border|1250px]]<br />
<br />
==='''Uploading external files to invoices'''===<br />
<br />
<br />
You can also upload files (for example, your invoices generated outside of the system) to attach them to an invoice using the "Upload" button in the "Additional files" section on the corresponding invoice page:<br />
<br />
[[File:Extfiles.jpg|border|1250px]]<br />
<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Payments'''==<br />
<br />
When the translation agency has entered the payment sent to you in its database, you will be notified by email.<br />
<br />
Click the '''Payments''' menu on the top panel:<br />
<br />
[[File:Pmv.png|border|450px]]<br />
<br />
It will bring you to the '''Payments list''':<br />
<br />
[[File:Paymlist.png|border|1000px]]<br />
<br />
Now choose the respective payment from the list by clicking on the payment code.<br />
<br />
It will open the payment page where you can see the payment details and linked invoices in the corresponding sections:<br />
<br />
[[File:Payment itself.png|border|1250px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Filters'''==<br />
<br />
Each page has filters you can use to display the necessary entries in the tables.<br />
<br />
=== '''Jobs filter'''=== <br />
<br />
The jobs filter looks as follows:<br />
<br />
[[File:Job's filters.png|border|1250px]]<br />
<br />
*'''Job code''': filters the jobs by a specific code.<br />
<br />
*'''Job name''': filters the jobs by a specific name.<br />
<br />
*'''Language pair''': filters the jobs by a specific language pair.<br />
<br />
*'''Specialization''': filters the jobs by a specific specialization.<br />
<br />
*'''Service''': filters the jobs by a specific service.<br />
<br />
*'''Statuses''': filters the jobs by a specific status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Rejected by manager, Accepted by manager, Canceled, On tender).<br />
<br />
*'''Primary manager''': filters the jobs assigned by a specific project manager.<br />
<br />
*'''Note to vendor''': displays only the jobs with notes containing the specified symbols combination.<br />
<br />
*'''Start date''': filters the jobs by specific start date.<br />
<br />
*'''Deadline date''': filters the jobs by a specific deadline date.<br />
<br />
*'''Overdue''': displays overdue or not overdue jobs in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Free of charge''': displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has receivables''': displays jobs with or without receivables in accordance with the filter value applied (Yes, No).<br />
<br />
=== '''Tenders filter'''=== <br />
<br />
Go to the '''Tenders''' menu to monitor proposed tenders.<br />
<br />
You can hide or display some tenders in the list using filters:<br />
<br />
[[File:Job'stenders filters.png|border|1250px]]<br />
<br />
*'''Tender code''': displays only the tenders with the codes containing entered symbols sequence.<br />
<br />
*'''Tender type''': displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).<br />
<br />
*'''Primary manager''': displays only the tenders created by the selected primary manager.<br />
<br />
*'''Tender start date''': displays only the tenders which were started during the specified period.<br />
<br />
*'''Vendor application deadline date''': displays only the tenders with deadlines during the specified period.<br />
<br />
*'''Job code''': displays only the jobs with the codes containing entered symbols sequence.<br />
<br />
*'''Language pair''': displays only the tenders with the selected language pair.<br />
<br />
*'''Vendor application statuses''': displays only the tenders with the specified vendor application status (Open, Closed).<br />
<br />
==='''Receivables filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Receivables filters vendor.png|border|1250px]]<br />
<br />
*'''Receivable code''': displays only the amounts with the code containing specific characters.<br />
<br />
*'''Project manager''': displays only the receivables for the jobs added by a project manager.<br />
<br />
*'''Job statuses''': displays only the amounts for the jobs with the specified status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled). <br />
<br />
*'''Job deadline date''': displays only the amounts for the jobs with a specified deadline time span.<br />
<br />
*'''Is invoiced''': displays only the receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Note''': displays the receivables with notes containing the specified symbols combination.<br />
<br />
==='''Invoices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Is sent.png|border|1250px]]<br />
<br />
*'''Code''': displays the invoices with a specific code.<br />
<br />
*'''Total''': displays the invoices within the specified amount of money range.<br />
<br />
*'''Currency''': displays the invoices with a specific currency.<br />
<br />
*'''Creation date''': displays the invoices created within a specific period of time.<br />
<br />
*'''Due date''': displays the invoices with the due date within the specified date range.<br />
<br />
*'''Note''': displays the invoices with notes containing the specified symbols combination.<br />
<br />
*'''Overdue''': displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has linked payments''': displays only the invoices with or without linked payments according to the filter value applied (Yes, No).<br />
<br />
*'''Fully covered''': displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).<br />
<br />
==='''Payments filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Payment's filters.png|border|1250px]]<br />
<br />
*'''Code''': displays only the payments with a specific code.<br />
<br />
*'''Note''': displays the payments with notes containing the specified symbols combination.<br />
<br />
*'''Amount''': displays the payments with the specified amount. <br />
<br />
*''' Currency''': displays the payments with specified currency.<br />
<br />
*'''Creation date''': displays only the payments created within a specific period of time.<br />
<br />
*'''Paid at date''': displays only the payments made within a specific period of time.<br />
<br />
*'''Has linked invoices''': displays only the payments with or without linked invoices according to the filter value applied (Yes, No).<br />
<br />
*'''Is fully covered''': displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).<br />
<br />
=='''Messages'''==<br />
<br />
You can communicate with your managers directly in Protemos, instead of exchanging emails or instant messages.<br />
<br />
This feature is available for the following vendors' objects:<br />
<br />
*<U>'''[[Job view#Messages|Job]]'''</U>.<br />
*<U>'''[[Vendor invoice view#Messages|Invoices]]'''</U>.<br />
*<U>'''[[Vendor payment view#Messages|Payments]]'''</U>.<br />
<br />
Here you can see the example of how it looks like:<br />
<br />
[[File:Send message.png|border|400px]]<br />
<br />
Vendors, and managers will get emails once someone sent a message to them.<br />
<br />
You can read the message and reply straight from the email:<br />
<br />
[[File:Message email.png|border|500px]]<br />
<br />
By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.<br />
<br />
=='''Export data to excel'''==<br />
<br />
On every page of the following menus you can export the tables into .xls files:<br />
<br />
[[File:RIP vendor.png|border|450px]]<br />
<br />
To do so, go to the required menu and press the "'''Export to Excel'''" button: <br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Additional information'''==<br />
The system supports all modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. If you experience issues, we recommend using the modern browser. <br />
<br />
We are improving the system all the time. That’s why the interface may change and look a little bit different from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_user_manual&diff=22388Vendor user manual2022-07-07T07:14:08Z<p>Artem: /* Receiving and accepting the jobs */</p>
<hr />
<div>=='''Introduction'''==<br />
<br />
'''Protemos is a project management system for translation agencies and freelancers.''' <br />
<br />
Vendors of translation agencies receive and upload their jobs, check their invoices and payments.<br />
<br />
This Vendor Manual is intended for the users registered as vendors within the translation agency accounts. <br />
<br />
If you have your own account, please read Protemos '''<U>[[Quick start guide]]</U>'''.<br />
<br />
=='''How to register the vendor account'''==<br />
<br />
1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email:<br />
<br />
[[File:1em.png|border|500px]]<br />
<br />
2. Accept the invitation by clicking the first link in the received email. The following window will appear:<br />
<br />
[[File:Vendor invitation link.png|border|800px]]<br />
<br />
3. Create your own username and password and press '''"Submit"'''.<br />
<br />
4. Your account will be created.<br />
<br />
For more info, please see our video tutorial [[File:2ag.png|40px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
===How to submit a vendor application===<br />
<br />
Please click the Vendor application URL to submit your application. It will open the '''Vendor application form''' page.<br />
<br />
Please select the '''Type ID''' to identify whether you represent a company or you are a freelancer and provide the required information. You may also upload your CV, certificates, etc.<br />
<br />
Having filled in the form, solve the CAPTCHA and click '''"Submit"''':<br />
<br />
[[File:VAForm on site.png|border|500px]]<br />
<br />
After an assigned manager considers your application, you will be informed of the result by email.<br />
<br />
If the company accepts your application, you will receive an invitational email containing instructions on how to join their corporate account as a vendor:<br />
<br />
[[File:Invitation email.png|border|700px]]<br />
<br />
Follow the link, fill in your username and password, choose the time zone, read and accept the Privacy policy, Terms of service, Agreement with a company, and click "Submit":<br />
<br />
[[File:Complete registration.png|border|1000px]]<br />
<br />
If the company rejects the application, you will be informed of the rejection.<br />
<br />
=='''Vendor profile settings'''==<br />
<br />
On the '''Vendor Profile''' page you can update your personal information, change your username and account password.<br />
<br />
To do so, go to the '''Vendor profile''' menu:<br />
<br />
[[File:Newprof.png|border|1000px]]<br />
<br />
For more detailed information, please check the <U>[[My profile|Profile]]</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Get started with vendor account'''==<br />
<br />
There are several main sections that you need to focus on:<br />
<br />
[[File:Tttabs.png|border|1000px]]<br />
<br />
*'''Jobs'''—the list of jobs assigned to you.<br />
<br />
*'''Tenders'''—the list of potential jobs.<br />
<br />
*'''Receivables'''—the amount you earn for each job.<br />
<br />
*'''Invoices'''—the invoices due to be paid or already paid by the translation agency.<br />
<br />
*'''Payments'''—the payments paid by the translation agency.<br />
<br />
=='''Dashboard'''==<br />
<br />
[[File:Veda.png|border|350px]]<br />
<br />
Here you can see summary of your jobs and tenders:<br />
<br />
[[File:Vedajo.png|border|1000px]]<br />
<br />
[[File:Vedate.png|border|1000px]]<br />
<br />
=='''Receiving and accepting the jobs'''==<br />
<br />
1. Whenever the manager assigns jobs to you via Protemos system, you will be notified by email:<br />
<br />
[[File:Job_offer.png|border|1000px]]<br />
<br />
Here you can confirm or decline a job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''Job''' page.<br />
<br />
===''' Job details section '''===<br />
<br />
On '''Job''' page you can see the conditions:<br />
<br />
[[File:Vendor job.png|border|750px]]<br />
<br />
2. Make sure you accept the job conditions and confirm it by pressing the '''"Accept"''' button:<br />
<br />
[[File:Accept vendor job.png|border|750px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''. You will need to write the reason for declining though.<br />
<br />
[[File:Vendor reject.png|border|750px]]<br />
<br />
In both cases, your manager will be notified by email. <br />
<br />
Over the job details table, you can see the progress chart describing the workflow of the job:<br />
<br />
[[File:Vendor job workflow.png|border|750px]]<br />
<br />
The job may have the following statuses:<br />
<br />
'''Offered to vendor''' — the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working.<br />
<br />
'''Offer accepted''' — the vendor has confirmed that they take the job.<br />
<br />
'''Offer rejected''' — the vendor has rejected the job.<br />
<br />
'''Started''' — the manager started the job manually after the vendor accepted it (Auto start on vendor acceptance is not marked), or the vendor has confirmed that they take the job after you propose it (Auto start on vendor acceptance is marked).<br />
<br />
'''Completed''' — the vendor has delivered and completed the job.<br />
<br />
'''Completion accepted''' — the manager has checked the delivery and accepted it.<br />
<br />
'''Completion rejected''' — the manager has checked the delivery and rejected it.<br />
<br />
To get an idea of how it looks from the Manager’s side, please have a look at '''<U>[[Job view#Job statuses| Job view]]</U>''' page.<br />
<br />
===''' Receivables section'''===<br />
<br />
Here you can see the job volume and price:<br />
<br />
[[File:Receivables11.png|border|900px]]<br />
<br />
==='''Job input files section'''=== <br />
<br />
3. In this section you can download the files you need to work with by pressing one file by one or "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:Input file.png|border|900px]]<br />
<br />
==='''Job output files section'''=== <br />
<br />
4.Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Fo.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
==='''Delivering the job'''===<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:Complete job new.png|border|900px]]<br />
<br />
If the job has a checklist, you will also have to check all the items on the checklist before submitting a job:<br />
<br />
[[File:Checklist vendor view.png|border|900px]]<br />
<br />
<br />
Here you may also download the PO issued by your manager by pressing the "'''Download PO'''" button:<br />
<br />
[[File:Download PO.png|border|900px]]<br />
<br />
6. The manager will be notified by email that you have completed the job, then accept or reject it. The job is considered closed once the manager accepted it. <br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Claim and apply for tenders'''==<br />
<br />
When your manager creates a tender, you will receive an email containing the job proposal.<br />
<br />
If you are interested in the tender, you may claim it or apply for it depending on the tender type.<br />
<br />
For more information, please see the '''<U>[[Create job tenders#Guidance for vendors on how to claim and apply for tenders|How to claim and apply for tenders]]</U>''' section.<br />
<br />
=='''Invoicing'''==<br />
<br />
Both you and the translation agency can create invoices for the jobs completed by you.<br />
<br />
To view the list of invoices, click the '''Invoices''' menu on the top panel:<br />
<br />
[[File:Ivv.png|border|450px]]<br />
<br />
If the translation agency creates an invoice by itself, you will be notified by email from the system asking to see if everything is correct.<br />
<br />
If the translation agency asks you to create invoices on your own, please do the following:<br />
<br />
1. Click the '''Receivables''' menu on the top panel:<br />
<br />
[[File:Rcv.png|border|450px]]<br />
<br />
The list of the receivables will be displayed.<br />
<br />
2. Select the amounts you want to include in the invoice and press the "'''Invoice selected'''" button:<br />
<br />
[[File:Screenshdot 2.png|border|900px]]<br />
<br />
Or you can press '''"Invoice all"''' and all the receivables that are in the jobs with the '''"Completion accepted"''' status will be invoiced.<br />
<br />
3. Your invoice will be stored in your and the manager's database. All you have to do is just to wait for the payment.<br />
<br />
If you would like to see the details of this invoice, go to the '''Invoices''' page and choose the respective invoice from the list by clicking the invoice code:<br />
<br />
[[File:Invlist.png|border|1100px]]<br />
<br />
It will open the invoice page where you can see the invoice details, receivables, and linked payments in the corresponding sections of the page. <br />
<br />
On this page, you may also download the invoice as a PDF file by pressing the "'''Download as PDF'''" button:<br />
<br />
[[File:Of the invoice details.png|border|1250px]]<br />
<br />
==='''Uploading external files to invoices'''===<br />
<br />
<br />
You can also upload files (for example, your invoices generated outside of the system) to attach them to an invoice using the "Upload" button in the "Additional files" section on the corresponding invoice page:<br />
<br />
[[File:Extfiles.jpg|border|1250px]]<br />
<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Payments'''==<br />
<br />
When the translation agency has entered the payment sent to you in its database, you will be notified by email.<br />
<br />
Click the '''Payments''' menu on the top panel:<br />
<br />
[[File:Pmv.png|border|450px]]<br />
<br />
It will bring you to the '''Payments list''':<br />
<br />
[[File:Paymlist.png|border|1000px]]<br />
<br />
Now choose the respective payment from the list by clicking on the payment code.<br />
<br />
It will open the payment page where you can see the payment details and linked invoices in the corresponding sections:<br />
<br />
[[File:Payment itself.png|border|1250px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Filters'''==<br />
<br />
Each page has filters you can use to display the necessary entries in the tables.<br />
<br />
=== '''Jobs filter'''=== <br />
<br />
The jobs filter looks as follows:<br />
<br />
[[File:Job's filters.png|border|1250px]]<br />
<br />
*'''Job code''': filters the jobs by a specific code.<br />
<br />
*'''Job name''': filters the jobs by a specific name.<br />
<br />
*'''Language pair''': filters the jobs by a specific language pair.<br />
<br />
*'''Specialization''': filters the jobs by a specific specialization.<br />
<br />
*'''Service''': filters the jobs by a specific service.<br />
<br />
*'''Statuses''': filters the jobs by a specific status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Rejected by manager, Accepted by manager, Canceled, On tender).<br />
<br />
*'''Primary manager''': filters the jobs assigned by a specific project manager.<br />
<br />
*'''Note to vendor''': displays only the jobs with notes containing the specified symbols combination.<br />
<br />
*'''Start date''': filters the jobs by specific start date.<br />
<br />
*'''Deadline date''': filters the jobs by a specific deadline date.<br />
<br />
*'''Overdue''': displays overdue or not overdue jobs in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Free of charge''': displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has receivables''': displays jobs with or without receivables in accordance with the filter value applied (Yes, No).<br />
<br />
=== '''Tenders filter'''=== <br />
<br />
Go to the '''Tenders''' menu to monitor proposed tenders.<br />
<br />
You can hide or display some tenders in the list using filters:<br />
<br />
[[File:Job'stenders filters.png|border|1250px]]<br />
<br />
*'''Tender code''': displays only the tenders with the codes containing entered symbols sequence.<br />
<br />
*'''Tender type''': displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).<br />
<br />
*'''Primary manager''': displays only the tenders created by the selected primary manager.<br />
<br />
*'''Tender start date''': displays only the tenders which were started during the specified period.<br />
<br />
*'''Vendor application deadline date''': displays only the tenders with deadlines during the specified period.<br />
<br />
*'''Job code''': displays only the jobs with the codes containing entered symbols sequence.<br />
<br />
*'''Language pair''': displays only the tenders with the selected language pair.<br />
<br />
*'''Vendor application statuses''': displays only the tenders with the specified vendor application status (Open, Closed).<br />
<br />
==='''Receivables filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Receivables filters vendor.png|border|1250px]]<br />
<br />
*'''Receivable code''': displays only the amounts with the code containing specific characters.<br />
<br />
*'''Project manager''': displays only the receivables for the jobs added by a project manager.<br />
<br />
*'''Job statuses''': displays only the amounts for the jobs with the specified status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled). <br />
<br />
*'''Job deadline date''': displays only the amounts for the jobs with a specified deadline time span.<br />
<br />
*'''Is invoiced''': displays only the receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Note''': displays the receivables with notes containing the specified symbols combination.<br />
<br />
==='''Invoices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Is sent.png|border|1250px]]<br />
<br />
*'''Code''': displays the invoices with a specific code.<br />
<br />
*'''Total''': displays the invoices within the specified amount of money range.<br />
<br />
*'''Currency''': displays the invoices with a specific currency.<br />
<br />
*'''Creation date''': displays the invoices created within a specific period of time.<br />
<br />
*'''Due date''': displays the invoices with the due date within the specified date range.<br />
<br />
*'''Note''': displays the invoices with notes containing the specified symbols combination.<br />
<br />
*'''Overdue''': displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has linked payments''': displays only the invoices with or without linked payments according to the filter value applied (Yes, No).<br />
<br />
*'''Fully covered''': displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).<br />
<br />
==='''Payments filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Payment's filters.png|border|1250px]]<br />
<br />
*'''Code''': displays only the payments with a specific code.<br />
<br />
*'''Note''': displays the payments with notes containing the specified symbols combination.<br />
<br />
*'''Amount''': displays the payments with the specified amount. <br />
<br />
*''' Currency''': displays the payments with specified currency.<br />
<br />
*'''Creation date''': displays only the payments created within a specific period of time.<br />
<br />
*'''Paid at date''': displays only the payments made within a specific period of time.<br />
<br />
*'''Has linked invoices''': displays only the payments with or without linked invoices according to the filter value applied (Yes, No).<br />
<br />
*'''Is fully covered''': displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).<br />
<br />
=='''Messages'''==<br />
<br />
You can communicate with your managers directly in Protemos, instead of exchanging emails or instant messages.<br />
<br />
This feature is available for the following vendors' objects:<br />
<br />
*<U>'''[[Job view#Messages|Job]]'''</U>.<br />
*<U>'''[[Vendor invoice view#Messages|Invoices]]'''</U>.<br />
*<U>'''[[Vendor payment view#Messages|Payments]]'''</U>.<br />
<br />
Here you can see the example of how it looks like:<br />
<br />
[[File:Send message.png|border|400px]]<br />
<br />
Vendors, and managers will get emails once someone sent a message to them.<br />
<br />
You can read the message and reply straight from the email:<br />
<br />
[[File:Message email.png|border|500px]]<br />
<br />
By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.<br />
<br />
=='''Export data to excel'''==<br />
<br />
On every page of the following menus you can export the tables into .xls files:<br />
<br />
[[File:RIP vendor.png|border|450px]]<br />
<br />
To do so, go to the required menu and press the "'''Export to Excel'''" button: <br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Additional information'''==<br />
The system supports all modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. If you experience issues, we recommend using the modern browser. <br />
<br />
We are improving the system all the time. That’s why the interface may change and look a little bit different from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_user_manual&diff=22387Vendor user manual2022-07-07T07:13:59Z<p>Artem: /* Receiving and accepting the jobs */</p>
<hr />
<div>=='''Introduction'''==<br />
<br />
'''Protemos is a project management system for translation agencies and freelancers.''' <br />
<br />
Vendors of translation agencies receive and upload their jobs, check their invoices and payments.<br />
<br />
This Vendor Manual is intended for the users registered as vendors within the translation agency accounts. <br />
<br />
If you have your own account, please read Protemos '''<U>[[Quick start guide]]</U>'''.<br />
<br />
=='''How to register the vendor account'''==<br />
<br />
1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email:<br />
<br />
[[File:1em.png|border|500px]]<br />
<br />
2. Accept the invitation by clicking the first link in the received email. The following window will appear:<br />
<br />
[[File:Vendor invitation link.png|border|800px]]<br />
<br />
3. Create your own username and password and press '''"Submit"'''.<br />
<br />
4. Your account will be created.<br />
<br />
For more info, please see our video tutorial [[File:2ag.png|40px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
===How to submit a vendor application===<br />
<br />
Please click the Vendor application URL to submit your application. It will open the '''Vendor application form''' page.<br />
<br />
Please select the '''Type ID''' to identify whether you represent a company or you are a freelancer and provide the required information. You may also upload your CV, certificates, etc.<br />
<br />
Having filled in the form, solve the CAPTCHA and click '''"Submit"''':<br />
<br />
[[File:VAForm on site.png|border|500px]]<br />
<br />
After an assigned manager considers your application, you will be informed of the result by email.<br />
<br />
If the company accepts your application, you will receive an invitational email containing instructions on how to join their corporate account as a vendor:<br />
<br />
[[File:Invitation email.png|border|700px]]<br />
<br />
Follow the link, fill in your username and password, choose the time zone, read and accept the Privacy policy, Terms of service, Agreement with a company, and click "Submit":<br />
<br />
[[File:Complete registration.png|border|1000px]]<br />
<br />
If the company rejects the application, you will be informed of the rejection.<br />
<br />
=='''Vendor profile settings'''==<br />
<br />
On the '''Vendor Profile''' page you can update your personal information, change your username and account password.<br />
<br />
To do so, go to the '''Vendor profile''' menu:<br />
<br />
[[File:Newprof.png|border|1000px]]<br />
<br />
For more detailed information, please check the <U>[[My profile|Profile]]</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Get started with vendor account'''==<br />
<br />
There are several main sections that you need to focus on:<br />
<br />
[[File:Tttabs.png|border|1000px]]<br />
<br />
*'''Jobs'''—the list of jobs assigned to you.<br />
<br />
*'''Tenders'''—the list of potential jobs.<br />
<br />
*'''Receivables'''—the amount you earn for each job.<br />
<br />
*'''Invoices'''—the invoices due to be paid or already paid by the translation agency.<br />
<br />
*'''Payments'''—the payments paid by the translation agency.<br />
<br />
=='''Dashboard'''==<br />
<br />
[[File:Veda.png|border|350px]]<br />
<br />
Here you can see summary of your jobs and tenders:<br />
<br />
[[File:Vedajo.png|border|1000px]]<br />
<br />
[[File:Vedate.png|border|1000px]]<br />
<br />
=='''Receiving and accepting the jobs'''==<br />
<br />
1. Whenever the manager assigns jobs to you via Protemos system, you will be notified by email:<br />
<br />
[[File:Job_offer.png|border|350px]]<br />
<br />
Here you can confirm or decline a job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''Job''' page.<br />
<br />
===''' Job details section '''===<br />
<br />
On '''Job''' page you can see the conditions:<br />
<br />
[[File:Vendor job.png|border|750px]]<br />
<br />
2. Make sure you accept the job conditions and confirm it by pressing the '''"Accept"''' button:<br />
<br />
[[File:Accept vendor job.png|border|750px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''. You will need to write the reason for declining though.<br />
<br />
[[File:Vendor reject.png|border|750px]]<br />
<br />
In both cases, your manager will be notified by email. <br />
<br />
Over the job details table, you can see the progress chart describing the workflow of the job:<br />
<br />
[[File:Vendor job workflow.png|border|750px]]<br />
<br />
The job may have the following statuses:<br />
<br />
'''Offered to vendor''' — the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working.<br />
<br />
'''Offer accepted''' — the vendor has confirmed that they take the job.<br />
<br />
'''Offer rejected''' — the vendor has rejected the job.<br />
<br />
'''Started''' — the manager started the job manually after the vendor accepted it (Auto start on vendor acceptance is not marked), or the vendor has confirmed that they take the job after you propose it (Auto start on vendor acceptance is marked).<br />
<br />
'''Completed''' — the vendor has delivered and completed the job.<br />
<br />
'''Completion accepted''' — the manager has checked the delivery and accepted it.<br />
<br />
'''Completion rejected''' — the manager has checked the delivery and rejected it.<br />
<br />
To get an idea of how it looks from the Manager’s side, please have a look at '''<U>[[Job view#Job statuses| Job view]]</U>''' page.<br />
<br />
===''' Receivables section'''===<br />
<br />
Here you can see the job volume and price:<br />
<br />
[[File:Receivables11.png|border|900px]]<br />
<br />
==='''Job input files section'''=== <br />
<br />
3. In this section you can download the files you need to work with by pressing one file by one or "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:Input file.png|border|900px]]<br />
<br />
==='''Job output files section'''=== <br />
<br />
4.Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Fo.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
==='''Delivering the job'''===<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:Complete job new.png|border|900px]]<br />
<br />
If the job has a checklist, you will also have to check all the items on the checklist before submitting a job:<br />
<br />
[[File:Checklist vendor view.png|border|900px]]<br />
<br />
<br />
Here you may also download the PO issued by your manager by pressing the "'''Download PO'''" button:<br />
<br />
[[File:Download PO.png|border|900px]]<br />
<br />
6. The manager will be notified by email that you have completed the job, then accept or reject it. The job is considered closed once the manager accepted it. <br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Claim and apply for tenders'''==<br />
<br />
When your manager creates a tender, you will receive an email containing the job proposal.<br />
<br />
If you are interested in the tender, you may claim it or apply for it depending on the tender type.<br />
<br />
For more information, please see the '''<U>[[Create job tenders#Guidance for vendors on how to claim and apply for tenders|How to claim and apply for tenders]]</U>''' section.<br />
<br />
=='''Invoicing'''==<br />
<br />
Both you and the translation agency can create invoices for the jobs completed by you.<br />
<br />
To view the list of invoices, click the '''Invoices''' menu on the top panel:<br />
<br />
[[File:Ivv.png|border|450px]]<br />
<br />
If the translation agency creates an invoice by itself, you will be notified by email from the system asking to see if everything is correct.<br />
<br />
If the translation agency asks you to create invoices on your own, please do the following:<br />
<br />
1. Click the '''Receivables''' menu on the top panel:<br />
<br />
[[File:Rcv.png|border|450px]]<br />
<br />
The list of the receivables will be displayed.<br />
<br />
2. Select the amounts you want to include in the invoice and press the "'''Invoice selected'''" button:<br />
<br />
[[File:Screenshdot 2.png|border|900px]]<br />
<br />
Or you can press '''"Invoice all"''' and all the receivables that are in the jobs with the '''"Completion accepted"''' status will be invoiced.<br />
<br />
3. Your invoice will be stored in your and the manager's database. All you have to do is just to wait for the payment.<br />
<br />
If you would like to see the details of this invoice, go to the '''Invoices''' page and choose the respective invoice from the list by clicking the invoice code:<br />
<br />
[[File:Invlist.png|border|1100px]]<br />
<br />
It will open the invoice page where you can see the invoice details, receivables, and linked payments in the corresponding sections of the page. <br />
<br />
On this page, you may also download the invoice as a PDF file by pressing the "'''Download as PDF'''" button:<br />
<br />
[[File:Of the invoice details.png|border|1250px]]<br />
<br />
==='''Uploading external files to invoices'''===<br />
<br />
<br />
You can also upload files (for example, your invoices generated outside of the system) to attach them to an invoice using the "Upload" button in the "Additional files" section on the corresponding invoice page:<br />
<br />
[[File:Extfiles.jpg|border|1250px]]<br />
<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Payments'''==<br />
<br />
When the translation agency has entered the payment sent to you in its database, you will be notified by email.<br />
<br />
Click the '''Payments''' menu on the top panel:<br />
<br />
[[File:Pmv.png|border|450px]]<br />
<br />
It will bring you to the '''Payments list''':<br />
<br />
[[File:Paymlist.png|border|1000px]]<br />
<br />
Now choose the respective payment from the list by clicking on the payment code.<br />
<br />
It will open the payment page where you can see the payment details and linked invoices in the corresponding sections:<br />
<br />
[[File:Payment itself.png|border|1250px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Filters'''==<br />
<br />
Each page has filters you can use to display the necessary entries in the tables.<br />
<br />
=== '''Jobs filter'''=== <br />
<br />
The jobs filter looks as follows:<br />
<br />
[[File:Job's filters.png|border|1250px]]<br />
<br />
*'''Job code''': filters the jobs by a specific code.<br />
<br />
*'''Job name''': filters the jobs by a specific name.<br />
<br />
*'''Language pair''': filters the jobs by a specific language pair.<br />
<br />
*'''Specialization''': filters the jobs by a specific specialization.<br />
<br />
*'''Service''': filters the jobs by a specific service.<br />
<br />
*'''Statuses''': filters the jobs by a specific status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Rejected by manager, Accepted by manager, Canceled, On tender).<br />
<br />
*'''Primary manager''': filters the jobs assigned by a specific project manager.<br />
<br />
*'''Note to vendor''': displays only the jobs with notes containing the specified symbols combination.<br />
<br />
*'''Start date''': filters the jobs by specific start date.<br />
<br />
*'''Deadline date''': filters the jobs by a specific deadline date.<br />
<br />
*'''Overdue''': displays overdue or not overdue jobs in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Free of charge''': displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has receivables''': displays jobs with or without receivables in accordance with the filter value applied (Yes, No).<br />
<br />
=== '''Tenders filter'''=== <br />
<br />
Go to the '''Tenders''' menu to monitor proposed tenders.<br />
<br />
You can hide or display some tenders in the list using filters:<br />
<br />
[[File:Job'stenders filters.png|border|1250px]]<br />
<br />
*'''Tender code''': displays only the tenders with the codes containing entered symbols sequence.<br />
<br />
*'''Tender type''': displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).<br />
<br />
*'''Primary manager''': displays only the tenders created by the selected primary manager.<br />
<br />
*'''Tender start date''': displays only the tenders which were started during the specified period.<br />
<br />
*'''Vendor application deadline date''': displays only the tenders with deadlines during the specified period.<br />
<br />
*'''Job code''': displays only the jobs with the codes containing entered symbols sequence.<br />
<br />
*'''Language pair''': displays only the tenders with the selected language pair.<br />
<br />
*'''Vendor application statuses''': displays only the tenders with the specified vendor application status (Open, Closed).<br />
<br />
==='''Receivables filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Receivables filters vendor.png|border|1250px]]<br />
<br />
*'''Receivable code''': displays only the amounts with the code containing specific characters.<br />
<br />
*'''Project manager''': displays only the receivables for the jobs added by a project manager.<br />
<br />
*'''Job statuses''': displays only the amounts for the jobs with the specified status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled). <br />
<br />
*'''Job deadline date''': displays only the amounts for the jobs with a specified deadline time span.<br />
<br />
*'''Is invoiced''': displays only the receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Note''': displays the receivables with notes containing the specified symbols combination.<br />
<br />
==='''Invoices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Is sent.png|border|1250px]]<br />
<br />
*'''Code''': displays the invoices with a specific code.<br />
<br />
*'''Total''': displays the invoices within the specified amount of money range.<br />
<br />
*'''Currency''': displays the invoices with a specific currency.<br />
<br />
*'''Creation date''': displays the invoices created within a specific period of time.<br />
<br />
*'''Due date''': displays the invoices with the due date within the specified date range.<br />
<br />
*'''Note''': displays the invoices with notes containing the specified symbols combination.<br />
<br />
*'''Overdue''': displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has linked payments''': displays only the invoices with or without linked payments according to the filter value applied (Yes, No).<br />
<br />
*'''Fully covered''': displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).<br />
<br />
==='''Payments filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Payment's filters.png|border|1250px]]<br />
<br />
*'''Code''': displays only the payments with a specific code.<br />
<br />
*'''Note''': displays the payments with notes containing the specified symbols combination.<br />
<br />
*'''Amount''': displays the payments with the specified amount. <br />
<br />
*''' Currency''': displays the payments with specified currency.<br />
<br />
*'''Creation date''': displays only the payments created within a specific period of time.<br />
<br />
*'''Paid at date''': displays only the payments made within a specific period of time.<br />
<br />
*'''Has linked invoices''': displays only the payments with or without linked invoices according to the filter value applied (Yes, No).<br />
<br />
*'''Is fully covered''': displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).<br />
<br />
=='''Messages'''==<br />
<br />
You can communicate with your managers directly in Protemos, instead of exchanging emails or instant messages.<br />
<br />
This feature is available for the following vendors' objects:<br />
<br />
*<U>'''[[Job view#Messages|Job]]'''</U>.<br />
*<U>'''[[Vendor invoice view#Messages|Invoices]]'''</U>.<br />
*<U>'''[[Vendor payment view#Messages|Payments]]'''</U>.<br />
<br />
Here you can see the example of how it looks like:<br />
<br />
[[File:Send message.png|border|400px]]<br />
<br />
Vendors, and managers will get emails once someone sent a message to them.<br />
<br />
You can read the message and reply straight from the email:<br />
<br />
[[File:Message email.png|border|500px]]<br />
<br />
By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.<br />
<br />
=='''Export data to excel'''==<br />
<br />
On every page of the following menus you can export the tables into .xls files:<br />
<br />
[[File:RIP vendor.png|border|450px]]<br />
<br />
To do so, go to the required menu and press the "'''Export to Excel'''" button: <br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Additional information'''==<br />
The system supports all modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. If you experience issues, we recommend using the modern browser. <br />
<br />
We are improving the system all the time. That’s why the interface may change and look a little bit different from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22386Receiving the jobs2022-07-07T07:13:04Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, click on the job code, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Accept'''" button:<br />
<br />
[[File:Accept job offer.png|border|1000px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files by pressing "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and uploading the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22385Receiving the jobs2022-07-07T07:12:40Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, click on the job code, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Confirm job'''" button:<br />
<br />
[[File:Accept job offer.png|border|1000px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files by pressing "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and uploading the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22384Receiving the jobs2022-07-07T07:10:13Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Confirm job'''" button:<br />
<br />
[[File:Accept job offer.png|border|1000px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files by pressing "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and uploading the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22383Receiving the jobs2022-07-07T07:09:39Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Confirm job'''" button:<br />
<br />
[[File:Accept job offer.png|border|1000px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Decline job"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files by pressing "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and uploading the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22382Receiving the jobs2022-07-07T07:09:26Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Confirm job'''" button:<br />
<br />
[[File:Accept job offer.png|border|800px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Decline job"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files by pressing "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and uploading the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=File:Accept_job_offer.png&diff=22381File:Accept job offer.png2022-07-07T07:08:53Z<p>Artem: </p>
<hr />
<div></div>Artemhttps://wiki.protemos.com/index.php?title=Receiving_the_jobs&diff=22380Receiving the jobs2022-07-07T07:05:24Z<p>Artem: </p>
<hr />
<div>[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.<br />
<br />
<br />
''' Whenever the manager assigns you jobs via Protemos system, you will be notified by email:'''<br />
<br />
[[File:Job_offer.png|border|500px]]<br />
<br />
<br />
1. Here you can confirm or decline job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''"Job"''' page consisting of the following sections:<br />
<br />
* <U>'''[[Vendor user manual#Job details section |Job details section]]'''</U> - here you can see the job conditions.<br />
<br />
* <U>'''[[Vendor user manual#Receivables section|Receivables section]]'''</U> - in this section you can see the job volume and price.<br />
<br />
*<U>'''[[Vendor user manual#Job input files section|Job input files section]]'''</U>- here you can download the files you need to work with:<br />
<br />
* <U>'''[[Vendor user manual#Job output files section| Job output files section]]'''</U> - in this section you can upload the files ready for delivery. You will need this section later when you '''<U>[[Delivering the jobs|deliver the job]]</U>.<br />
<br />
<br />
2. Make sure you accept the job conditions and confirm the job by pressing the "'''Confirm job'''" button:<br />
<br />
[[File: VA confirm job button.jpg|border|800px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Decline job"'''.<br />
<br />
In both cases, your manager will be notified via email.<br />
<br />
3. Download the files by pressing "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:VA job input files download button.jpg|border|800px]]<br />
<br />
<br />
For more info, please see instructions on '''<U>[[Vendor user manual#Receiving and uploading the jobs| how to receive jobs]]</U>''' or view a video tutorial [[File:YT client.png|60px|link=https://youtu.be/CdtM2Vgd3KM]]<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor quick start guide ]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=File:Job_offer.png&diff=22379File:Job offer.png2022-07-07T07:03:45Z<p>Artem: </p>
<hr />
<div></div>Artemhttps://wiki.protemos.com/index.php?title=Project_details,_CAT_logs_tab&diff=22194Project details, CAT logs tab2022-06-20T06:22:05Z<p>Artem: </p>
<hr />
<div>__FORCETOC__<br />
<br />
On this tab you can upload CAT log files to the project.<br />
<br />
If the system cannot parse your CAT word count logs, you may just enter them manually.<br />
<br />
=='''Upload CAT log'''==<br />
<br />
Analysis log files can be imported from the following CAT tools:<br />
<br />
*Lionbridge Translation Workspace (XML);<br />
<br />
*memoQ (CSV);<br />
<br />
*Memsource (CSV);<br />
<br />
*SDL Trados 2007 (CSV);<br />
<br />
*SDL Trados 2014 / 2015 / 2017 (XML);<br />
<br />
*SmartCAT (XML);<br />
<br />
*Wordfast 3 / 4 (CSV);<br />
<br />
*XTM (CSV).<br />
<br />
To upload a CAT log file to your project, go to the '''Cat logs''' tab and press the '''"Upload"''' button or import CAT log manually:<br />
<br />
[[File:Cat log upl.png|border|900px]]<br />
<br />
It will bring you to the '''CAT log import''' page.<br />
<br />
Enter а log file name, choose the necessary CAT log file using the '''"Choose file"''' button, and upload it by pressing the '''"Upload"''' button:<br />
<br />
[[file:CAT log upload page.png|border|700px]]<br />
<br />
The '''CAT log''' page will be displayed. <br />
<br />
Here you can delete this file, see the log file summary, data analysis, and whether it used in receivables\payables:<br />
<br />
[[file:CAT Log file details.png|border|1500px]]<br />
<br />
<span style="color:red"> '''Note 1:'''</span> You can’t delete the CAT log files that you have already used in receivables\payables.<br />
<br />
<span style="color:red"> '''Note 2:'''</span> Weighted word count will be calculated when you add '''<U>[[Receivable creation/editing#Cat log based receivable|receivables]]</U>''' or '''<U>[[Payable creation/editing#Cat log based payable|payables]]</U>''' based on CAT logs.<br />
<br />
=='''Input CAT log manually'''==<br />
<br />
To add a CAT word count log manually, press the '''"Input CAT log manually"''' button and select the required table from the list by clicking on its name:<br />
<br />
[[File:-rt.png|border|400px]]<br />
<br />
Enter the CAT log name, word count, and press '''"Update"''' to add it to the project:<br />
<br />
[[file:Manual CAT log input.png|border|300px]]<br />
<br />
It will display the '''CAT log''' page. <br />
<br />
Here you can update or delete this CAT log, see log details, data analysis, and whether it used in receivables\payables:<br />
<br />
[[file:Manual log details.png|border|1500px]]<br />
<br />
<span style="color:red"> '''Note 1:'''</span> You can’t delete the CAT log files that you have already used in receivables\payables.<br />
<br />
<span style="color:red"> '''Note 2:'''</span> Weighted word count will be calculated when you add '''<U>[[Receivable creation/editing#Cat log based receivable|receivables]]</U>''' or '''<U>[[Payable creation/editing#Cat log based payable|payables]]</U>''' based on CAT logs.<br />
<br />
== '''Project tabs'''==<br />
<br />
Apart from the '''CAT logs''', the project has the following tabs:<br />
<br />
[[File:Cat logs.png|border|400px]]<br />
<br />
*The '''<u>[[Project details, Details tab|Details tab]]</u>''' contains the project details you entered during the project creation and update, click to see the details.<br />
<br />
*The '''<u>[[Project details, Files tab|Files tab]]</u>''' contains all the files related to the project, click to see the details.<br />
<br />
*The '''<u>[[Project details, Jobs tab|Jobs tab]]</u>''' is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details.<br />
<br />
*The '''<u>[[Project details, Finances tab|Finances tab]]</u>''' is used to enter all receivables from the client and to view the payables to the vendors, click to see the details.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_user_manual&diff=22152Vendor user manual2022-04-27T05:57:56Z<p>Artem: </p>
<hr />
<div>=='''Introduction'''==<br />
<br />
'''Protemos is a project management system for translation agencies and freelancers.''' <br />
<br />
Vendors of translation agencies receive and upload their jobs, check their invoices and payments.<br />
<br />
This Vendor Manual is intended for the users registered as vendors within the translation agency accounts. <br />
<br />
If you have your own account, please read Protemos '''<U>[[Quick start guide]]</U>'''.<br />
<br />
=='''How to register the vendor account'''==<br />
<br />
1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email:<br />
<br />
[[File:1em.png|border|500px]]<br />
<br />
2. Accept the invitation by clicking the first link in the received email. The following window will appear:<br />
<br />
[[File:Vendor invitation link.png|border|800px]]<br />
<br />
3. Create your own username and password and press '''"Submit"'''.<br />
<br />
4. Your account will be created.<br />
<br />
For more info, please see our video tutorial [[File:2ag.png|40px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
===How to submit a vendor application===<br />
<br />
Please click the Vendor application URL to submit your application. It will open the '''Vendor application form''' page.<br />
<br />
Please select the '''Type ID''' to identify whether you represent a company or you are a freelancer and provide the required information. You may also upload your CV, certificates, etc.<br />
<br />
Having filled in the form, solve the CAPTCHA and click '''"Submit"''':<br />
<br />
[[File:VAForm on site.png|border|500px]]<br />
<br />
After an assigned manager considers your application, you will be informed of the result by email.<br />
<br />
If the company accepts your application, you will receive an invitational email containing instructions on how to join their corporate account as a vendor:<br />
<br />
[[File:Invitation email.png|border|700px]]<br />
<br />
Follow the link, fill in your username and password, choose the time zone, read and accept the Privacy policy, Terms of service, Agreement with a company, and click "Submit":<br />
<br />
[[File:Complete registration.png|border|1000px]]<br />
<br />
If the company rejects the application, you will be informed of the rejection.<br />
<br />
=='''Vendor profile settings'''==<br />
<br />
On the '''Vendor Profile''' page you can update your personal information, change your username and account password.<br />
<br />
To do so, go to the '''Vendor profile''' menu:<br />
<br />
[[File:Newprof.png|border|1000px]]<br />
<br />
For more detailed information, please check the <U>[[My profile|Profile]]</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Get started with vendor account'''==<br />
<br />
There are several main sections that you need to focus on:<br />
<br />
[[File:Tttabs.png|border|1000px]]<br />
<br />
*'''Jobs'''—the list of jobs assigned to you.<br />
<br />
*'''Tenders'''—the list of potential jobs.<br />
<br />
*'''Receivables'''—the amount you earn for each job.<br />
<br />
*'''Invoices'''—the invoices due to be paid or already paid by the translation agency.<br />
<br />
*'''Payments'''—the payments paid by the translation agency.<br />
<br />
=='''Dashboard'''==<br />
<br />
[[File:Veda.png|border|350px]]<br />
<br />
Here you can see summary of your jobs and tenders:<br />
<br />
[[File:Vedajo.png|border|1000px]]<br />
<br />
[[File:Vedate.png|border|1000px]]<br />
<br />
=='''Receiving and accepting the jobs'''==<br />
<br />
1. Whenever the manager assigns jobs to you via Protemos system, you will be notified by email:<br />
<br />
[[File:Email offer job.png|border|350px]]<br />
<br />
Here you can confirm or decline a job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''Job''' page.<br />
<br />
===''' Job details section '''===<br />
<br />
On '''Job''' page you can see the conditions:<br />
<br />
[[File:Vendor job.png|border|750px]]<br />
<br />
2. Make sure you accept the job conditions and confirm it by pressing the '''"Accept"''' button:<br />
<br />
[[File:Accept vendor job.png|border|750px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''. You will need to write the reason for declining though.<br />
<br />
[[File:Vendor reject.png|border|750px]]<br />
<br />
In both cases, your manager will be notified by email. <br />
<br />
Over the job details table, you can see the progress chart describing the workflow of the job:<br />
<br />
[[File:Vendor job workflow.png|border|750px]]<br />
<br />
The job may have the following statuses:<br />
<br />
'''Offered to vendor''' — the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working.<br />
<br />
'''Offer accepted''' — the vendor has confirmed that they take the job.<br />
<br />
'''Offer rejected''' — the vendor has rejected the job.<br />
<br />
'''Started''' — the manager started the job manually after the vendor accepted it (Auto start on vendor acceptance is not marked), or the vendor has confirmed that they take the job after you propose it (Auto start on vendor acceptance is marked).<br />
<br />
'''Completed''' — the vendor has delivered and completed the job.<br />
<br />
'''Completion accepted''' — the manager has checked the delivery and accepted it.<br />
<br />
'''Completion rejected''' — the manager has checked the delivery and rejected it.<br />
<br />
To get an idea of how it looks from the Manager’s side, please have a look at '''<U>[[Job view#Job statuses| Job view]]</U>''' page.<br />
<br />
===''' Receivables section'''===<br />
<br />
Here you can see the job volume and price:<br />
<br />
[[File:Receivables11.png|border|900px]]<br />
<br />
==='''Job input files section'''=== <br />
<br />
3. In this section you can download the files you need to work with by pressing one file by one or "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:Input file.png|border|900px]]<br />
<br />
==='''Job output files section'''=== <br />
<br />
4.Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Fo.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
==='''Delivering the job'''===<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:Complete job new.png|border|900px]]<br />
<br />
If the job has a checklist, you will also have to check all the items on the checklist before submitting a job:<br />
<br />
[[File:Checklist vendor view.png|border|900px]]<br />
<br />
<br />
Here you may also download the PO issued by your manager by pressing the "'''Download PO'''" button:<br />
<br />
[[File:Download PO.png|border|900px]]<br />
<br />
6. The manager will be notified by email that you have completed the job, then accept or reject it. The job is considered closed once the manager accepted it. <br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Claim and apply for tenders'''==<br />
<br />
When your manager creates a tender, you will receive an email containing the job proposal.<br />
<br />
If you are interested in the tender, you may claim it or apply for it depending on the tender type.<br />
<br />
For more information, please see the '''<U>[[Create job tenders#Guidance for vendors on how to claim and apply for tenders|How to claim and apply for tenders]]</U>''' section.<br />
<br />
=='''Invoicing'''==<br />
<br />
Both you and the translation agency can create invoices for the jobs completed by you.<br />
<br />
To view the list of invoices, click the '''Invoices''' menu on the top panel:<br />
<br />
[[File:Ivv.png|border|450px]]<br />
<br />
If the translation agency creates an invoice by itself, you will be notified by email from the system asking to see if everything is correct.<br />
<br />
If the translation agency asks you to create invoices on your own, please do the following:<br />
<br />
1. Click the '''Receivables''' menu on the top panel:<br />
<br />
[[File:Rcv.png|border|450px]]<br />
<br />
The list of the receivables will be displayed.<br />
<br />
2. Select the amounts you want to include in the invoice and press the "'''Invoice selected'''" button:<br />
<br />
[[File:Screenshdot 2.png|border|900px]]<br />
<br />
Or you can press '''"Invoice all"''' and all the receivables that are in the jobs with the '''"Completion accepted"''' status will be invoiced.<br />
<br />
3. Your invoice will be stored in your and the manager's database. All you have to do is just to wait for the payment.<br />
<br />
If you would like to see the details of this invoice, go to the '''Invoices''' page and choose the respective invoice from the list by clicking the invoice code:<br />
<br />
[[File:Invlist.png|border|1100px]]<br />
<br />
It will open the invoice page where you can see the invoice details, receivables, and linked payments in the corresponding sections of the page. <br />
<br />
On this page, you may also download the invoice as a PDF file by pressing the "'''Download as PDF'''" button:<br />
<br />
[[File:Of the invoice details.png|border|1250px]]<br />
<br />
==='''Uploading external files to invoices'''===<br />
<br />
<br />
You can also upload files (for example, your invoices generated outside of the system) to attach them to an invoice using the "Upload" button in the "Additional files" section on the corresponding invoice page:<br />
<br />
[[File:Extfiles.jpg|border|1250px]]<br />
<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Payments'''==<br />
<br />
When the translation agency has entered the payment sent to you in its database, you will be notified by email.<br />
<br />
Click the '''Payments''' menu on the top panel:<br />
<br />
[[File:Pmv.png|border|450px]]<br />
<br />
It will bring you to the '''Payments list''':<br />
<br />
[[File:Paymlist.png|border|1000px]]<br />
<br />
Now choose the respective payment from the list by clicking on the payment code.<br />
<br />
It will open the payment page where you can see the payment details and linked invoices in the corresponding sections:<br />
<br />
[[File:Payment itself.png|border|1250px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Filters'''==<br />
<br />
Each page has filters you can use to display the necessary entries in the tables.<br />
<br />
=== '''Jobs filter'''=== <br />
<br />
The jobs filter looks as follows:<br />
<br />
[[File:Job's filters.png|border|1250px]]<br />
<br />
*'''Job code''': filters the jobs by a specific code.<br />
<br />
*'''Job name''': filters the jobs by a specific name.<br />
<br />
*'''Language pair''': filters the jobs by a specific language pair.<br />
<br />
*'''Specialization''': filters the jobs by a specific specialization.<br />
<br />
*'''Service''': filters the jobs by a specific service.<br />
<br />
*'''Statuses''': filters the jobs by a specific status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Rejected by manager, Accepted by manager, Canceled, On tender).<br />
<br />
*'''Primary manager''': filters the jobs assigned by a specific project manager.<br />
<br />
*'''Note to vendor''': displays only the jobs with notes containing the specified symbols combination.<br />
<br />
*'''Start date''': filters the jobs by specific start date.<br />
<br />
*'''Deadline date''': filters the jobs by a specific deadline date.<br />
<br />
*'''Overdue''': displays overdue or not overdue jobs in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Free of charge''': displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has receivables''': displays jobs with or without receivables in accordance with the filter value applied (Yes, No).<br />
<br />
=== '''Tenders filter'''=== <br />
<br />
Go to the '''Tenders''' menu to monitor proposed tenders.<br />
<br />
You can hide or display some tenders in the list using filters:<br />
<br />
[[File:Job'stenders filters.png|border|1250px]]<br />
<br />
*'''Tender code''': displays only the tenders with the codes containing entered symbols sequence.<br />
<br />
*'''Tender type''': displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).<br />
<br />
*'''Primary manager''': displays only the tenders created by the selected primary manager.<br />
<br />
*'''Tender start date''': displays only the tenders which were started during the specified period.<br />
<br />
*'''Vendor application deadline date''': displays only the tenders with deadlines during the specified period.<br />
<br />
*'''Job code''': displays only the jobs with the codes containing entered symbols sequence.<br />
<br />
*'''Language pair''': displays only the tenders with the selected language pair.<br />
<br />
*'''Vendor application statuses''': displays only the tenders with the specified vendor application status (Open, Closed).<br />
<br />
==='''Receivables filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Receivables filters vendor.png|border|1250px]]<br />
<br />
*'''Receivable code''': displays only the amounts with the code containing specific characters.<br />
<br />
*'''Project manager''': displays only the receivables for the jobs added by a project manager.<br />
<br />
*'''Job statuses''': displays only the amounts for the jobs with the specified status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled). <br />
<br />
*'''Job deadline date''': displays only the amounts for the jobs with a specified deadline time span.<br />
<br />
*'''Is invoiced''': displays only the receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Note''': displays the receivables with notes containing the specified symbols combination.<br />
<br />
==='''Invoices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Is sent.png|border|1250px]]<br />
<br />
*'''Code''': displays the invoices with a specific code.<br />
<br />
*'''Total''': displays the invoices within the specified amount of money range.<br />
<br />
*'''Currency''': displays the invoices with a specific currency.<br />
<br />
*'''Creation date''': displays the invoices created within a specific period of time.<br />
<br />
*'''Due date''': displays the invoices with the due date within the specified date range.<br />
<br />
*'''Note''': displays the invoices with notes containing the specified symbols combination.<br />
<br />
*'''Overdue''': displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has linked payments''': displays only the invoices with or without linked payments according to the filter value applied (Yes, No).<br />
<br />
*'''Fully covered''': displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).<br />
<br />
==='''Payments filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Payment's filters.png|border|1250px]]<br />
<br />
*'''Code''': displays only the payments with a specific code.<br />
<br />
*'''Note''': displays the payments with notes containing the specified symbols combination.<br />
<br />
*'''Amount''': displays the payments with the specified amount. <br />
<br />
*''' Currency''': displays the payments with specified currency.<br />
<br />
*'''Creation date''': displays only the payments created within a specific period of time.<br />
<br />
*'''Paid at date''': displays only the payments made within a specific period of time.<br />
<br />
*'''Has linked invoices''': displays only the payments with or without linked invoices according to the filter value applied (Yes, No).<br />
<br />
*'''Is fully covered''': displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).<br />
<br />
=='''Messages'''==<br />
<br />
You can communicate with your managers directly in Protemos, instead of exchanging emails or instant messages.<br />
<br />
This feature is available for the following vendors' objects:<br />
<br />
*<U>'''[[Job view#Messages|Job]]'''</U>.<br />
*<U>'''[[Vendor invoice view#Messages|Invoices]]'''</U>.<br />
*<U>'''[[Vendor payment view#Messages|Payments]]'''</U>.<br />
<br />
Here you can see the example of how it looks like:<br />
<br />
[[File:Send message.png|border|400px]]<br />
<br />
Vendors, and managers will get emails once someone sent a message to them.<br />
<br />
You can read the message and reply straight from the email:<br />
<br />
[[File:Message email.png|border|500px]]<br />
<br />
By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.<br />
<br />
=='''Export data to excel'''==<br />
<br />
On every page of the following menus you can export the tables into .xls files:<br />
<br />
[[File:RIP vendor.png|border|450px]]<br />
<br />
To do so, go to the required menu and press the "'''Export to Excel'''" button: <br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Additional information'''==<br />
The system supports all modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. If you experience issues, we recommend using the modern browser. <br />
<br />
We are improving the system all the time. That’s why the interface may change and look a little bit different from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_user_manual&diff=22151Vendor user manual2022-04-27T05:57:24Z<p>Artem: </p>
<hr />
<div>=='''Introduction'''==<br />
<br />
'''Protemos is a project management system for translation agencies and freelancers.''' <br />
<br />
Vendors of translation agencies receive and upload their jobs, check their invoices and payments.<br />
<br />
This Vendor Manual is intended for the users registered as vendors within the translation agency accounts. <br />
<br />
If you have your own account, please read Protemos '''<U>[[Quick start guide]]</U>'''.<br />
<br />
=='''How to register the vendor account'''==<br />
<br />
1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email:<br />
<br />
[[File:1em.png|border|500px]]<br />
<br />
2. Accept the invitation by clicking the first link in the received email. The following window will appear:<br />
<br />
[[File:Vendor invitation link.png|border|800px]]<br />
<br />
3. Create your own username and password and press '''"Submit"'''.<br />
<br />
4. Your account will be created.<br />
<br />
For more info, please see our video tutorial [[File:2ag.png|40px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
===How to submit a vendor application===<br />
<br />
Please click the Vendor application URL to submit your application. It will open the '''Vendor application form''' page.<br />
<br />
Please select the '''Type ID''' to identify whether you represent a company or you are a freelancer and provide the required information. You may also upload your CV, certificates, etc.<br />
<br />
Having filled in the form, solve the CAPTCHA and click '''"Submit"''':<br />
<br />
[[File:VAForm on site.png|border|500px]]<br />
<br />
After an assigned manager considers your application, you will be informed of the result by email.<br />
<br />
If the company accepts your application, you will receive an invitational email containing instructions on how to join their corporate account as a vendor:<br />
<br />
[[File:Invitation email.png|border|700px]]<br />
<br />
Follow the link, fill in your username and password, choose the time zone, read and accept the Privacy policy, Terms of service, Agreement with a company, and click "Submit":<br />
<br />
[[File:Complete registration.png|border|1000px]]<br />
<br />
If the company rejects the application, you will be informed of the rejection.<br />
<br />
=='''Vendor profile settings'''==<br />
<br />
On the '''Vendor Profile''' page you can update your personal information, change your username and account password, and link your ProZ.com account.<br />
<br />
To do so, go to the '''Vendor profile''' menu:<br />
<br />
[[File:Newprof.png|border|1000px]]<br />
<br />
For more detailed information, please check the <U>[[My profile|Profile]]</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Linking users in Protemos with one ProZ.com account'''==<br />
<br />
*You may link your ProZ.com account to be able to log into your Protemos account with ProZ.com credentials in one click.<br />
<br />
*In case you have several Vendor accounts in Protemos, you can link them all with your ProZ.com account, and '''<U>[[ProZ.com integration#Switch users without re-login|switch between your accounts without re-login]]</U>'''.<br />
<br />
For more details, please see the '''<U>[[ProZ.com integration#Linking Vendor and Freelance accounts in Protemos with one ProZ.com account|Linking Vendor and Freelance accounts in Protemos with one ProZ.com account]]</U>''' section.<br />
<br />
=='''Get started with vendor account'''==<br />
<br />
There are several main sections that you need to focus on:<br />
<br />
[[File:Tttabs.png|border|1000px]]<br />
<br />
*'''Jobs'''—the list of jobs assigned to you.<br />
<br />
*'''Tenders'''—the list of potential jobs.<br />
<br />
*'''Receivables'''—the amount you earn for each job.<br />
<br />
*'''Invoices'''—the invoices due to be paid or already paid by the translation agency.<br />
<br />
*'''Payments'''—the payments paid by the translation agency.<br />
<br />
=='''Dashboard'''==<br />
<br />
[[File:Veda.png|border|350px]]<br />
<br />
Here you can see summary of your jobs and tenders:<br />
<br />
[[File:Vedajo.png|border|1000px]]<br />
<br />
[[File:Vedate.png|border|1000px]]<br />
<br />
=='''Receiving and accepting the jobs'''==<br />
<br />
1. Whenever the manager assigns jobs to you via Protemos system, you will be notified by email:<br />
<br />
[[File:Email offer job.png|border|350px]]<br />
<br />
Here you can confirm or decline a job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''Job''' page.<br />
<br />
===''' Job details section '''===<br />
<br />
On '''Job''' page you can see the conditions:<br />
<br />
[[File:Vendor job.png|border|750px]]<br />
<br />
2. Make sure you accept the job conditions and confirm it by pressing the '''"Accept"''' button:<br />
<br />
[[File:Accept vendor job.png|border|750px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''. You will need to write the reason for declining though.<br />
<br />
[[File:Vendor reject.png|border|750px]]<br />
<br />
In both cases, your manager will be notified by email. <br />
<br />
Over the job details table, you can see the progress chart describing the workflow of the job:<br />
<br />
[[File:Vendor job workflow.png|border|750px]]<br />
<br />
The job may have the following statuses:<br />
<br />
'''Offered to vendor''' — the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working.<br />
<br />
'''Offer accepted''' — the vendor has confirmed that they take the job.<br />
<br />
'''Offer rejected''' — the vendor has rejected the job.<br />
<br />
'''Started''' — the manager started the job manually after the vendor accepted it (Auto start on vendor acceptance is not marked), or the vendor has confirmed that they take the job after you propose it (Auto start on vendor acceptance is marked).<br />
<br />
'''Completed''' — the vendor has delivered and completed the job.<br />
<br />
'''Completion accepted''' — the manager has checked the delivery and accepted it.<br />
<br />
'''Completion rejected''' — the manager has checked the delivery and rejected it.<br />
<br />
To get an idea of how it looks from the Manager’s side, please have a look at '''<U>[[Job view#Job statuses| Job view]]</U>''' page.<br />
<br />
===''' Receivables section'''===<br />
<br />
Here you can see the job volume and price:<br />
<br />
[[File:Receivables11.png|border|900px]]<br />
<br />
==='''Job input files section'''=== <br />
<br />
3. In this section you can download the files you need to work with by pressing one file by one or "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:Input file.png|border|900px]]<br />
<br />
==='''Job output files section'''=== <br />
<br />
4.Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Fo.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
==='''Delivering the job'''===<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:Complete job new.png|border|900px]]<br />
<br />
If the job has a checklist, you will also have to check all the items on the checklist before submitting a job:<br />
<br />
[[File:Checklist vendor view.png|border|900px]]<br />
<br />
<br />
Here you may also download the PO issued by your manager by pressing the "'''Download PO'''" button:<br />
<br />
[[File:Download PO.png|border|900px]]<br />
<br />
6. The manager will be notified by email that you have completed the job, then accept or reject it. The job is considered closed once the manager accepted it. <br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Claim and apply for tenders'''==<br />
<br />
When your manager creates a tender, you will receive an email containing the job proposal.<br />
<br />
If you are interested in the tender, you may claim it or apply for it depending on the tender type.<br />
<br />
For more information, please see the '''<U>[[Create job tenders#Guidance for vendors on how to claim and apply for tenders|How to claim and apply for tenders]]</U>''' section.<br />
<br />
=='''Invoicing'''==<br />
<br />
Both you and the translation agency can create invoices for the jobs completed by you.<br />
<br />
To view the list of invoices, click the '''Invoices''' menu on the top panel:<br />
<br />
[[File:Ivv.png|border|450px]]<br />
<br />
If the translation agency creates an invoice by itself, you will be notified by email from the system asking to see if everything is correct.<br />
<br />
If the translation agency asks you to create invoices on your own, please do the following:<br />
<br />
1. Click the '''Receivables''' menu on the top panel:<br />
<br />
[[File:Rcv.png|border|450px]]<br />
<br />
The list of the receivables will be displayed.<br />
<br />
2. Select the amounts you want to include in the invoice and press the "'''Invoice selected'''" button:<br />
<br />
[[File:Screenshdot 2.png|border|900px]]<br />
<br />
Or you can press '''"Invoice all"''' and all the receivables that are in the jobs with the '''"Completion accepted"''' status will be invoiced.<br />
<br />
3. Your invoice will be stored in your and the manager's database. All you have to do is just to wait for the payment.<br />
<br />
If you would like to see the details of this invoice, go to the '''Invoices''' page and choose the respective invoice from the list by clicking the invoice code:<br />
<br />
[[File:Invlist.png|border|1100px]]<br />
<br />
It will open the invoice page where you can see the invoice details, receivables, and linked payments in the corresponding sections of the page. <br />
<br />
On this page, you may also download the invoice as a PDF file by pressing the "'''Download as PDF'''" button:<br />
<br />
[[File:Of the invoice details.png|border|1250px]]<br />
<br />
==='''Uploading external files to invoices'''===<br />
<br />
<br />
You can also upload files (for example, your invoices generated outside of the system) to attach them to an invoice using the "Upload" button in the "Additional files" section on the corresponding invoice page:<br />
<br />
[[File:Extfiles.jpg|border|1250px]]<br />
<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Payments'''==<br />
<br />
When the translation agency has entered the payment sent to you in its database, you will be notified by email.<br />
<br />
Click the '''Payments''' menu on the top panel:<br />
<br />
[[File:Pmv.png|border|450px]]<br />
<br />
It will bring you to the '''Payments list''':<br />
<br />
[[File:Paymlist.png|border|1000px]]<br />
<br />
Now choose the respective payment from the list by clicking on the payment code.<br />
<br />
It will open the payment page where you can see the payment details and linked invoices in the corresponding sections:<br />
<br />
[[File:Payment itself.png|border|1250px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Filters'''==<br />
<br />
Each page has filters you can use to display the necessary entries in the tables.<br />
<br />
=== '''Jobs filter'''=== <br />
<br />
The jobs filter looks as follows:<br />
<br />
[[File:Job's filters.png|border|1250px]]<br />
<br />
*'''Job code''': filters the jobs by a specific code.<br />
<br />
*'''Job name''': filters the jobs by a specific name.<br />
<br />
*'''Language pair''': filters the jobs by a specific language pair.<br />
<br />
*'''Specialization''': filters the jobs by a specific specialization.<br />
<br />
*'''Service''': filters the jobs by a specific service.<br />
<br />
*'''Statuses''': filters the jobs by a specific status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Rejected by manager, Accepted by manager, Canceled, On tender).<br />
<br />
*'''Primary manager''': filters the jobs assigned by a specific project manager.<br />
<br />
*'''Note to vendor''': displays only the jobs with notes containing the specified symbols combination.<br />
<br />
*'''Start date''': filters the jobs by specific start date.<br />
<br />
*'''Deadline date''': filters the jobs by a specific deadline date.<br />
<br />
*'''Overdue''': displays overdue or not overdue jobs in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Free of charge''': displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has receivables''': displays jobs with or without receivables in accordance with the filter value applied (Yes, No).<br />
<br />
=== '''Tenders filter'''=== <br />
<br />
Go to the '''Tenders''' menu to monitor proposed tenders.<br />
<br />
You can hide or display some tenders in the list using filters:<br />
<br />
[[File:Job'stenders filters.png|border|1250px]]<br />
<br />
*'''Tender code''': displays only the tenders with the codes containing entered symbols sequence.<br />
<br />
*'''Tender type''': displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).<br />
<br />
*'''Primary manager''': displays only the tenders created by the selected primary manager.<br />
<br />
*'''Tender start date''': displays only the tenders which were started during the specified period.<br />
<br />
*'''Vendor application deadline date''': displays only the tenders with deadlines during the specified period.<br />
<br />
*'''Job code''': displays only the jobs with the codes containing entered symbols sequence.<br />
<br />
*'''Language pair''': displays only the tenders with the selected language pair.<br />
<br />
*'''Vendor application statuses''': displays only the tenders with the specified vendor application status (Open, Closed).<br />
<br />
==='''Receivables filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Receivables filters vendor.png|border|1250px]]<br />
<br />
*'''Receivable code''': displays only the amounts with the code containing specific characters.<br />
<br />
*'''Project manager''': displays only the receivables for the jobs added by a project manager.<br />
<br />
*'''Job statuses''': displays only the amounts for the jobs with the specified status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled). <br />
<br />
*'''Job deadline date''': displays only the amounts for the jobs with a specified deadline time span.<br />
<br />
*'''Is invoiced''': displays only the receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Note''': displays the receivables with notes containing the specified symbols combination.<br />
<br />
==='''Invoices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Is sent.png|border|1250px]]<br />
<br />
*'''Code''': displays the invoices with a specific code.<br />
<br />
*'''Total''': displays the invoices within the specified amount of money range.<br />
<br />
*'''Currency''': displays the invoices with a specific currency.<br />
<br />
*'''Creation date''': displays the invoices created within a specific period of time.<br />
<br />
*'''Due date''': displays the invoices with the due date within the specified date range.<br />
<br />
*'''Note''': displays the invoices with notes containing the specified symbols combination.<br />
<br />
*'''Overdue''': displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has linked payments''': displays only the invoices with or without linked payments according to the filter value applied (Yes, No).<br />
<br />
*'''Fully covered''': displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).<br />
<br />
==='''Payments filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Payment's filters.png|border|1250px]]<br />
<br />
*'''Code''': displays only the payments with a specific code.<br />
<br />
*'''Note''': displays the payments with notes containing the specified symbols combination.<br />
<br />
*'''Amount''': displays the payments with the specified amount. <br />
<br />
*''' Currency''': displays the payments with specified currency.<br />
<br />
*'''Creation date''': displays only the payments created within a specific period of time.<br />
<br />
*'''Paid at date''': displays only the payments made within a specific period of time.<br />
<br />
*'''Has linked invoices''': displays only the payments with or without linked invoices according to the filter value applied (Yes, No).<br />
<br />
*'''Is fully covered''': displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).<br />
<br />
=='''Messages'''==<br />
<br />
You can communicate with your managers directly in Protemos, instead of exchanging emails or instant messages.<br />
<br />
This feature is available for the following vendors' objects:<br />
<br />
*<U>'''[[Job view#Messages|Job]]'''</U>.<br />
*<U>'''[[Vendor invoice view#Messages|Invoices]]'''</U>.<br />
*<U>'''[[Vendor payment view#Messages|Payments]]'''</U>.<br />
<br />
Here you can see the example of how it looks like:<br />
<br />
[[File:Send message.png|border|400px]]<br />
<br />
Vendors, and managers will get emails once someone sent a message to them.<br />
<br />
You can read the message and reply straight from the email:<br />
<br />
[[File:Message email.png|border|500px]]<br />
<br />
By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.<br />
<br />
=='''Export data to excel'''==<br />
<br />
On every page of the following menus you can export the tables into .xls files:<br />
<br />
[[File:RIP vendor.png|border|450px]]<br />
<br />
To do so, go to the required menu and press the "'''Export to Excel'''" button: <br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Additional information'''==<br />
The system supports all modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. If you experience issues, we recommend using the modern browser. <br />
<br />
We are improving the system all the time. That’s why the interface may change and look a little bit different from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.</div>Artemhttps://wiki.protemos.com/index.php?title=Vendor_user_manual&diff=22072Vendor user manual2022-04-08T18:23:55Z<p>Artem: /* Receiving and uploading the jobs */</p>
<hr />
<div>=='''Introduction'''==<br />
<br />
'''Protemos is a project management system for translation agencies and freelancers.''' <br />
<br />
Vendors of translation agencies receive and upload their jobs, check their invoices and payments.<br />
<br />
This Vendor Manual is intended for the users registered as vendors within the translation agency accounts. <br />
<br />
If you have your own account, please read Protemos '''<U>[[Quick start guide]]</U>'''.<br />
<br />
=='''How to register the vendor account'''==<br />
<br />
1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email:<br />
<br />
[[File:1em.png|border|500px]]<br />
<br />
2. Accept the invitation by clicking the first link in the received email. The following window will appear:<br />
<br />
[[File:Vendor invitation link.png|border|800px]]<br />
<br />
3. Create your own username and password and press '''"Submit"'''.<br />
<br />
4. Your account will be created.<br />
<br />
For more info, please see our video tutorial [[File:2ag.png|40px|link=https://youtu.be/nwr43my7GLY]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
==='''How to accept invitations with ProZ.com account credentials'''===<br />
<br />
If you are invited as a user to Protemos, you may accept the invitation with your ProZ.com account credentials right away.<br />
<br />
For more info, please see the '''<U>[[ProZ.com integration#Acceptance of invitations with ProZ.com account credentials|Acceptance of invitations with ProZ.com account credentials]]</U>''' section.<br />
<br />
===How to submit a vendor application===<br />
<br />
Please click the Vendor application URL to submit your application. It will open the '''Vendor application form''' page.<br />
<br />
Please select the '''Type ID''' to identify whether you represent a company or you are a freelancer and provide the required information. You may also upload your CV, certificates, etc.<br />
<br />
Having filled in the form, solve the CAPTCHA and click '''"Submit"''':<br />
<br />
[[File:VAForm on site.png|border|500px]]<br />
<br />
After an assigned manager considers your application, you will be informed of the result by email.<br />
<br />
If the company accepts your application, you will receive an invitational email containing instructions on how to join their corporate account as a vendor:<br />
<br />
[[File:Invitation email.png|border|700px]]<br />
<br />
Follow the link, fill in your username and password, choose the time zone, read and accept the Privacy policy, Terms of service, Agreement with a company, and click "Submit":<br />
<br />
[[File:Complete registration.png|border|1000px]]<br />
<br />
If the company rejects the application, you will be informed of the rejection.<br />
<br />
=='''Vendor profile settings'''==<br />
<br />
On the '''Vendor Profile''' page you can update your personal information, change your username and account password, and link your ProZ.com account.<br />
<br />
To do so, go to the '''Vendor profile''' menu:<br />
<br />
[[File:Newprof.png|border|1000px]]<br />
<br />
For more detailed information, please check the <U>[[My profile|Profile]]</U> page.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Linking users in Protemos with one ProZ.com account'''==<br />
<br />
*You may link your ProZ.com account to be able to log into your Protemos account with ProZ.com credentials in one click.<br />
<br />
*In case you have several Vendor accounts in Protemos, you can link them all with your ProZ.com account, and '''<U>[[ProZ.com integration#Switch users without re-login|switch between your accounts without re-login]]</U>'''.<br />
<br />
For more details, please see the '''<U>[[ProZ.com integration#Linking Vendor and Freelance accounts in Protemos with one ProZ.com account|Linking Vendor and Freelance accounts in Protemos with one ProZ.com account]]</U>''' section.<br />
<br />
=='''Get started with vendor account'''==<br />
<br />
There are several main sections that you need to focus on:<br />
<br />
[[File:Tttabs.png|border|1000px]]<br />
<br />
*'''Jobs'''—the list of jobs assigned to you.<br />
<br />
*'''Tenders'''—the list of potential jobs.<br />
<br />
*'''Receivables'''—the amount you earn for each job.<br />
<br />
*'''Invoices'''—the invoices due to be paid or already paid by the translation agency.<br />
<br />
*'''Payments'''—the payments paid by the translation agency.<br />
<br />
=='''Dashboard'''==<br />
<br />
[[File:Veda.png|border|350px]]<br />
<br />
Here you can see summary of your jobs and tenders:<br />
<br />
[[File:Vedajo.png|border|1000px]]<br />
<br />
[[File:Vedate.png|border|1000px]]<br />
<br />
=='''Receiving and accepting the jobs'''==<br />
<br />
1. Whenever the manager assigns jobs to you via Protemos system, you will be notified by email:<br />
<br />
[[File:Email offer job.png|border|350px]]<br />
<br />
Here you can confirm or decline a job right from the email by clicking the corresponding links (you need to log into the system).<br />
<br />
Or you may open the job page in Protemos. To do so, press the '''"Open job page to see more details"''' link, and you will see the '''Job''' page.<br />
<br />
===''' Job details section '''===<br />
<br />
On '''Job''' page you can see the conditions:<br />
<br />
[[File:Vendor job.png|border|750px]]<br />
<br />
2. Make sure you accept the job conditions and confirm it by pressing the '''"Accept"''' button:<br />
<br />
[[File:Accept vendor job.png|border|750px]]<br />
<br />
If you do not accept the job conditions, you may decline it by pressing '''"Reject"'''. You will need to write the reason for declining though.<br />
<br />
[[File:Vendor reject.png|border|750px]]<br />
<br />
In both cases, your manager will be notified by email. <br />
<br />
Over the job details table, you can see the progress chart describing the workflow of the job:<br />
<br />
[[File:Vendor job workflow.png|border|750px]]<br />
<br />
The job may have the following statuses:<br />
<br />
'''Offered to vendor''' — the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working.<br />
<br />
'''Offer accepted''' — the vendor has confirmed that they take the job.<br />
<br />
'''Offer rejected''' — the vendor has rejected the job.<br />
<br />
'''Started''' — the manager started the job manually after the vendor accepted it (Auto start on vendor acceptance is not marked), or the vendor has confirmed that they take the job after you propose it (Auto start on vendor acceptance is marked).<br />
<br />
'''Completed''' — the vendor has delivered and completed the job.<br />
<br />
'''Completion accepted''' — the manager has checked the delivery and accepted it.<br />
<br />
'''Completion rejected''' — the manager has checked the delivery and rejected it.<br />
<br />
To get an idea of how it looks from the Manager’s side, please have a look at '''<U>[[Job view#Job statuses| Job view]]</U>''' page.<br />
<br />
===''' Receivables section'''===<br />
<br />
Here you can see the job volume and price:<br />
<br />
[[File:Receivables11.png|border|900px]]<br />
<br />
==='''Job input files section'''=== <br />
<br />
3. In this section you can download the files you need to work with by pressing one file by one or "'''Download all as ZIP'''" and complete the job:<br />
<br />
[[File:Input file.png|border|900px]]<br />
<br />
==='''Job output files section'''=== <br />
<br />
4.Having completed the job, use the job output files section on the '''Job''' page for uploading finalized files or links to files, by pressing the '''"Upload files"''' or the '''"Add file URLs"''' button:<br />
<br />
[[File:Fo.png|border|900px]]<br />
<br />
Here you can also delete the file or link in case you have uploaded the wrong one by mistake and then upload the correct one.<br />
<br />
==='''Delivering the job'''===<br />
<br />
5. Make sure that files or links with the completed job are uploaded into the system and press the "'''Complete job'''" button:<br />
<br />
[[File:Complete job new.png|border|900px]]<br />
<br />
If the job has a checklist, you will also have to check all the items on the checklist before submitting a job:<br />
<br />
[[File:Checklist vendor view.png|border|900px]]<br />
<br />
<br />
Here you may also download the PO issued by your manager by pressing the "'''Download PO'''" button:<br />
<br />
[[File:Download PO.png|border|900px]]<br />
<br />
6. The manager will be notified by email that you have completed the job, then accept or reject it. The job is considered closed once the manager accepted it. <br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Claim and apply for tenders'''==<br />
<br />
When your manager creates a tender, you will receive an email containing the job proposal.<br />
<br />
If you are interested in the tender, you may claim it or apply for it depending on the tender type.<br />
<br />
For more information, please see the '''<U>[[Create job tenders#Guidance for vendors on how to claim and apply for tenders|How to claim and apply for tenders]]</U>''' section.<br />
<br />
=='''Invoicing'''==<br />
<br />
Both you and the translation agency can create invoices for the jobs completed by you.<br />
<br />
To view the list of invoices, click the '''Invoices''' menu on the top panel:<br />
<br />
[[File:Ivv.png|border|450px]]<br />
<br />
If the translation agency creates an invoice by itself, you will be notified by email from the system asking to see if everything is correct.<br />
<br />
If the translation agency asks you to create invoices on your own, please do the following:<br />
<br />
1. Click the '''Receivables''' menu on the top panel:<br />
<br />
[[File:Rcv.png|border|450px]]<br />
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The list of the receivables will be displayed.<br />
<br />
2. Select the amounts you want to include in the invoice and press the "'''Invoice selected'''" button:<br />
<br />
[[File:Screenshdot 2.png|border|900px]]<br />
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Or you can press '''"Invoice all"''' and all the receivables that are in the jobs with the '''"Completion accepted"''' status will be invoiced.<br />
<br />
3. Your invoice will be stored in your and the manager's database. All you have to do is just to wait for the payment.<br />
<br />
If you would like to see the details of this invoice, go to the '''Invoices''' page and choose the respective invoice from the list by clicking the invoice code:<br />
<br />
[[File:Invlist.png|border|1100px]]<br />
<br />
It will open the invoice page where you can see the invoice details, receivables, and linked payments in the corresponding sections of the page. <br />
<br />
On this page, you may also download the invoice as a PDF file by pressing the "'''Download as PDF'''" button:<br />
<br />
[[File:Of the invoice details.png|border|1250px]]<br />
<br />
==='''Uploading external files to invoices'''===<br />
<br />
<br />
You can also upload files (for example, your invoices generated outside of the system) to attach them to an invoice using the "Upload" button in the "Additional files" section on the corresponding invoice page:<br />
<br />
[[File:Extfiles.jpg|border|1250px]]<br />
<br />
<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Payments'''==<br />
<br />
When the translation agency has entered the payment sent to you in its database, you will be notified by email.<br />
<br />
Click the '''Payments''' menu on the top panel:<br />
<br />
[[File:Pmv.png|border|450px]]<br />
<br />
It will bring you to the '''Payments list''':<br />
<br />
[[File:Paymlist.png|border|1000px]]<br />
<br />
Now choose the respective payment from the list by clicking on the payment code.<br />
<br />
It will open the payment page where you can see the payment details and linked invoices in the corresponding sections:<br />
<br />
[[File:Payment itself.png|border|1250px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Filters'''==<br />
<br />
Each page has filters you can use to display the necessary entries in the tables.<br />
<br />
=== '''Jobs filter'''=== <br />
<br />
The jobs filter looks as follows:<br />
<br />
[[File:Job's filters.png|border|1250px]]<br />
<br />
*'''Job code''': filters the jobs by a specific code.<br />
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*'''Job name''': filters the jobs by a specific name.<br />
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*'''Language pair''': filters the jobs by a specific language pair.<br />
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*'''Specialization''': filters the jobs by a specific specialization.<br />
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*'''Service''': filters the jobs by a specific service.<br />
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*'''Statuses''': filters the jobs by a specific status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Rejected by manager, Accepted by manager, Canceled, On tender).<br />
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*'''Primary manager''': filters the jobs assigned by a specific project manager.<br />
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*'''Note to vendor''': displays only the jobs with notes containing the specified symbols combination.<br />
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*'''Start date''': filters the jobs by specific start date.<br />
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*'''Deadline date''': filters the jobs by a specific deadline date.<br />
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*'''Overdue''': displays overdue or not overdue jobs in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Free of charge''': displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).<br />
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*'''Has receivables''': displays jobs with or without receivables in accordance with the filter value applied (Yes, No).<br />
<br />
=== '''Tenders filter'''=== <br />
<br />
Go to the '''Tenders''' menu to monitor proposed tenders.<br />
<br />
You can hide or display some tenders in the list using filters:<br />
<br />
[[File:Job'stenders filters.png|border|1250px]]<br />
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*'''Tender code''': displays only the tenders with the codes containing entered symbols sequence.<br />
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*'''Tender type''': displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).<br />
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*'''Primary manager''': displays only the tenders created by the selected primary manager.<br />
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*'''Tender start date''': displays only the tenders which were started during the specified period.<br />
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*'''Vendor application deadline date''': displays only the tenders with deadlines during the specified period.<br />
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*'''Job code''': displays only the jobs with the codes containing entered symbols sequence.<br />
<br />
*'''Language pair''': displays only the tenders with the selected language pair.<br />
<br />
*'''Vendor application statuses''': displays only the tenders with the specified vendor application status (Open, Closed).<br />
<br />
==='''Receivables filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Receivables filters vendor.png|border|1250px]]<br />
<br />
*'''Receivable code''': displays only the amounts with the code containing specific characters.<br />
<br />
*'''Project manager''': displays only the receivables for the jobs added by a project manager.<br />
<br />
*'''Job statuses''': displays only the amounts for the jobs with the specified status (Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled). <br />
<br />
*'''Job deadline date''': displays only the amounts for the jobs with a specified deadline time span.<br />
<br />
*'''Is invoiced''': displays only the receivables which have been or have not been invoiced in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Note''': displays the receivables with notes containing the specified symbols combination.<br />
<br />
==='''Invoices filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Is sent.png|border|1250px]]<br />
<br />
*'''Code''': displays the invoices with a specific code.<br />
<br />
*'''Total''': displays the invoices within the specified amount of money range.<br />
<br />
*'''Currency''': displays the invoices with a specific currency.<br />
<br />
*'''Creation date''': displays the invoices created within a specific period of time.<br />
<br />
*'''Due date''': displays the invoices with the due date within the specified date range.<br />
<br />
*'''Note''': displays the invoices with notes containing the specified symbols combination.<br />
<br />
*'''Overdue''': displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).<br />
<br />
*'''Has linked payments''': displays only the invoices with or without linked payments according to the filter value applied (Yes, No).<br />
<br />
*'''Fully covered''': displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).<br />
<br />
==='''Payments filter'''===<br />
<br />
The filter looks as follows:<br />
<br />
[[File:Payment's filters.png|border|1250px]]<br />
<br />
*'''Code''': displays only the payments with a specific code.<br />
<br />
*'''Note''': displays the payments with notes containing the specified symbols combination.<br />
<br />
*'''Amount''': displays the payments with the specified amount. <br />
<br />
*''' Currency''': displays the payments with specified currency.<br />
<br />
*'''Creation date''': displays only the payments created within a specific period of time.<br />
<br />
*'''Paid at date''': displays only the payments made within a specific period of time.<br />
<br />
*'''Has linked invoices''': displays only the payments with or without linked invoices according to the filter value applied (Yes, No).<br />
<br />
*'''Is fully covered''': displays only the payments which are fully covered or partially/not covered with invoices according to the filter value applied (Yes, No).<br />
<br />
=='''Messages'''==<br />
<br />
You can communicate with your managers directly in Protemos, instead of exchanging emails or instant messages.<br />
<br />
This feature is available for the following vendors' objects:<br />
<br />
*<U>'''[[Job view#Messages|Job]]'''</U>.<br />
*<U>'''[[Vendor invoice view#Messages|Invoices]]'''</U>.<br />
*<U>'''[[Vendor payment view#Messages|Payments]]'''</U>.<br />
<br />
Here you can see the example of how it looks like:<br />
<br />
[[File:Send message.png|border|400px]]<br />
<br />
Vendors, and managers will get emails once someone sent a message to them.<br />
<br />
You can read the message and reply straight from the email:<br />
<br />
[[File:Message email.png|border|500px]]<br />
<br />
By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.<br />
<br />
=='''Export data to excel'''==<br />
<br />
On every page of the following menus you can export the tables into .xls files:<br />
<br />
[[File:RIP vendor.png|border|450px]]<br />
<br />
To do so, go to the required menu and press the "'''Export to Excel'''" button: <br />
<br />
[[File:Exe.png|border|150px]]<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.<br />
<br />
=='''Additional information'''==<br />
The system supports all modern browsers. However, some outdated browsers (e.g., Opera 12.17) may have issues. If you experience issues, we recommend using the modern browser. <br />
<br />
We are improving the system all the time. That’s why the interface may change and look a little bit different from the one described above. <br />
<br />
However, we try to update this manual accordingly. If you notice some discrepancies between the description and the real functionality, please tell us.<br />
<br />
[[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.</div>Artem