Vendor view page, General tab - Revision history

Andrii: /* Settings */

2025-09-13T19:10:22Z

‎Settings

2023-05-01T07:18:42Z

‎Vendor rating

2023-04-26T11:09:24Z

‎Vendor rating

2023-04-26T11:07:01Z

‎Vendor rating

2023-04-26T09:28:48Z

2023-04-26T09:19:32Z

‎Vendor rating

2023-04-26T09:07:19Z

‎Vendor rating

2023-04-26T09:06:16Z

2023-04-26T08:53:12Z

‎General information

2022-10-14T09:41:00Z

‎General information

@@ Line 75: / Line 75: @@
 =='''Settings'''==
-To change the default legal entity, currency, payment method and terms for the vendor, invoices PDF template, click '''"Update"''' in the '''Settings''' section, and you will open the '''<u>[[Change vendor default settings|Change settings]]</u>''' page:
+<span style="color:red">Some of the features described below will be available with the forthcoming system release.</span>
-[[File:Vendor profile, settings section.png|border|1070px]]
+To change the vendor's default legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template, click '''"Update"''' in the '''Settings''' section, and you will open the '''<u>[[Change vendor default settings|Change settings]]</u>''' page:
 =='''Other tabs on the page'''==

← Older revision		Revision as of 07:18, 1 May 2023
Line 34:		Line 34:

	==='''Vendor rating'''===		==='''Vendor rating'''===
−
−	~~<span style="color:red">Features described below will be available with the forthcoming system release.</span>~~

	To view details on the vendor's rating, please click the corresponding link in the profile:		To view details on the vendor's rating, please click the corresponding link in the profile:

@@ Line 47: / Line 47: @@
 <span style="color:orange">'''Note:'''</span> For the vendor's overall rating to be displayed, each existing category should have an average rating which is based on at least one (or more) rated job delivered by this vendor.
-In this case on the "Vendor rating" page, you will see the corresponding notification and a category that has no average rating:
+If the vendor has no overall rating, on the "Vendor rating" page, you will see the corresponding notification and a category that has no average rating:
 [[File:No overall rating.1.png|border|1000px]]

← Older revision		Revision as of 11:07, 26 April 2023
Line 44:		Line 44:

	[[File:Vendor rating details.png\|border\|1000px]]		[[File:Vendor rating details.png\|border\|1000px]]
		+
		+	<span style="color:orange">'''Note:'''</span> For the vendor's overall rating to be displayed, each existing category should have an average rating which is based on at least one (or more) rated job delivered by this vendor.
		+
		+	In this case on the "Vendor rating" page, you will see the corresponding notification and a category that has no average rating:
		+
		+	[[File:No overall rating.1.png\|border\|1000px]]

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

@@ Line 1: / Line 1: @@
 On this tab, you can:
@@ Line 36: / Line 34: @@
 ==='''Vendor rating'''===
 To view details on the vendor's rating, please click the corresponding link in the profile:

@@ Line 41: / Line 41: @@
 [[File:View vendor rating details.png|border|1000px]]
-Here, you can see the vendor's average rating in each category, the number of jobs rated, and the overall rating:
+Here, you can see the vendor's average rating as well as the number of jobs rated in each category, and the overall rating:
 [[File:Vendor rating details.png|border|1000px]]

@@ Line 1: / Line 1: @@
-On this tab you can:
+<span style="color:red">Some of the features described below will be available with the forthcoming system release.</span>
 -	View and edit basic info about the vendor (e.g. name, address, status, VAT number, etc.).
@@ Line 32: / Line 34: @@
 <span style="color:orange"> '''Note:'''</span> You cannot delete vendors with recorded jobs. But you may <U>[[Vendor view page, General tab#Primary user|'''disable their access''']]</U> to accounts.
 =='''Primary user'''==

@@ Line 23: / Line 23: @@
 In the '''General info''' section you can view and edit basic info about the vendor, add necessary tags and follow the vendor-related objects by using the '''Quick links''' option:
-[[File:Vendor profile, general info tab.1.png|border|1070px]]
+[[File:Vendor profile, general info.1.png|border|1000px]]
 *'''"[[Vendor quick links|<U>Quick links</U>]]"''' — by using this option, you can check all the vendor-related jobs, payables, invoices, and payments at a glance.