Create vendor - Revision history

Andrii: /* Primary user */

2022-10-14T13:11:49Z

‎Primary user

2022-10-14T13:09:42Z

‎Vendor types

2022-10-14T13:09:07Z

‎General info

2022-10-14T13:07:59Z

‎General info

2022-10-14T13:07:46Z

‎Access to finances

2022-10-14T13:07:38Z

‎Vendor types

2022-10-14T13:04:00Z

‎Access to finances

2022-10-14T12:42:23Z

‎Assignability

2022-10-14T12:32:46Z

‎Primary user

2022-10-14T12:25:29Z

‎General info

@@ Line 42: / Line 42: @@
 [[File:New vendor (primary user section).1.png|border|1070px]]
-<span style="color:red">'''Note:'''</span> If you mark the '''"Can log in"''' checkbox, the system will send an invitation to the vendor to join your company on Protemos once you finish creating vendor. Please find more info '''<U>[[How to add a vendor account|here]]</U>'''.
+<span style="color:orange">'''Note:'''</span> If you mark the '''"Can log in"''' checkbox, the system will send an invitation to the vendor to join your company on Protemos once you finish creating vendor. Please find more info '''<U>[[How to add a vendor account|here]]</U>'''.
 You may leave the checkbox unmarked and send the invitation later from the '''<U>[[Vendor view page, General tab#Primary user|Vendor profile]]</U>''' page.
-<span style="color:red">''' Note:'''</span> You can always disable or enable access to the account for a particular vendor in the '''<U>[[Vendor view page, General tab#Primary user|Primary user]]</U>''' section of the corresponding vendor profile.
+<span style="color:orange">''' Note:'''</span> You can always disable or enable access to the account for a particular vendor in the '''<U>[[Vendor view page, General tab#Primary user|Primary user]]</U>''' section of the corresponding vendor profile.
 Once the vendor is created, the system will bring you to the vendor profile page where you can edit or add info about the vendor.

@@ Line 30: / Line 30: @@
 In Protemos, there are three types of vendors:
-*'''Company''' is a contractor company.
+*'''Company''' is a contractor company;
-*'''Freelancer''' is a non-staff employee.
+*'''Freelancer''' is a non-staff employee;
 *'''In-house''' is a staff employee who works in your office.

← Older revision		Revision as of 13:09, 14 October 2022
Line 25:		Line 25:

	[[File:New vendor (general info section).png\|border\|1070px]]		[[File:New vendor (general info section).png\|border\|1070px]]
		+
		+	==='''Vendor types'''===

	In Protemos, there are three types of vendors:		In Protemos, there are three types of vendors:

← Older revision		Revision as of 13:07, 14 October 2022
Line 25:		Line 25:

	[[File:New vendor (general info section).png\|border\|1070px]]		[[File:New vendor (general info section).png\|border\|1070px]]
		+
		+	In Protemos, there are three types of vendors:
		+
		+	*'''Company''' is a contractor company.
		+
		+	*'''Freelancer''' is a non-staff employee.
		+
		+	*'''In-house''' is a staff employee who works in your office.

	=='''Primary user'''==		=='''Primary user'''==

← Older revision		Revision as of 13:07, 14 October 2022
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	In that case, the vendor will only see jobs without payables, no invoices and payments, and won't receive any finance-related notifications.		In that case, the vendor will only see jobs without payables, no invoices and payments, and won't receive any finance-related notifications.
−

	[[File:Redirect.jpg\|40px\|link=Create vendor]] Back to the '''Create vendor''' page.		[[File:Redirect.jpg\|40px\|link=Create vendor]] Back to the '''Create vendor''' page.

← Older revision		Revision as of 13:07, 14 October 2022
Line 54:		Line 54:
	In that case, the vendor will only see jobs without payables, no invoices and payments, and won't receive any finance-related notifications.		In that case, the vendor will only see jobs without payables, no invoices and payments, and won't receive any finance-related notifications.

−	~~=='''Vendor types'''==~~
−
−	~~In Protemos, there are three types of vendors:~~
−
−	*'''Company''' is a contractor company.
−
−	*'''Freelancer''' is a non-staff employee.
−
−	*'''In-house''' is a staff employee who works in your office.
−
−	~~Please note that different vendor types have different fields to fill in:~~
−
−	~~{\| border="1"~~
−	\|-
−	~~\|'''Company'''~~
−	~~\|[[File:Add Vendor company 2.png\|border\|900px]]~~
−	\|-
−	~~\|'''Freelancer'''~~
−	~~\|[[File:Add Vendor freelancer.png\|border\|900px]]~~
−	\|-
−	~~\|'''In-house'''~~
−	~~\|[[File:Add Vendor In-house.png\|border\|900px]]~~
−	\|}
−
−	~~For the '''Company''', you'll be able to enter contact persons on the '''<U>[[Vendor view page, Contact persons tab\|Contact persons tab]]</U>'''.~~

	[[File:Redirect.jpg\|40px\|link=Create vendor]] Back to the '''Create vendor''' page.		[[File:Redirect.jpg\|40px\|link=Create vendor]] Back to the '''Create vendor''' page.

@@ Line 48: / Line 48: @@
 =='''Access to finances'''==
-You may hide vendor’s finances from the vendor by unchecking '''"Finances visible"''':
+You may hide the vendor’s finances from the vendor by unchecking '''"Finances visible"''':
-[[File:Vendor finances visible.png|border|900px]]
+[[File:New vendor (access to finances).png|border|1070px]]
 In that case, the vendor will only see jobs without payables, no invoices and payments, and won't receive any finance-related notifications.

@@ Line 42: / Line 42: @@
 =='''Assignability'''==
-If you mark the '''"Assignable"''' checkbox, the vendor can be assigned to jobs regardless of whether the <U>[[Create vendor#Primary user|'''"Can log in"''']]</U> option is set or not.
+If you mark the '''"Assignable to jobs"''' checkbox when creating a vendor profile, the vendor can be assigned to jobs. This feature works regardless of whether the [[Create vendor#Primary user|'''"<U>Can log in</U>"''']] option is enabled or not.
-[[file:VP Assignable mark 2.png|border|900px]]
+[[File:New vendor (assignable to jobs).png|border|1070px]]
 =='''Access to finances'''==

@@ Line 22: / Line 22: @@
 This section is intended for entering general information about a new vendor.
-Here you can also specify if the vendor can be assigned to jobs regardless of whether the <U>[[Create vendor#Primary user|'''"Can log in"''']]</U> option is set or not, and define whether your vendor will be able to see their finances:
+Here you can also specify if the vendor can be assigned to jobs regardless of whether the [[Create vendor#Primary user|'''"<U>Can log in</U>"''']] option is set or not, and define whether your vendor will be able to see their finances:
-[[File:Create Vendor general Info.png|border|1000px]]
+[[File:New vendor (general info section).png|border|1070px]]
 =='''Primary user'''==