Vendors list - Revision history

Yevgen: /* Search vendors with filters */

2025-10-23T08:41:00Z

‎Search vendors with filters

Andrii: /* Vendor filters */

2024-06-14T11:30:07Z

‎Vendor filters

Andrii: /* Vendor filters */

2023-05-04T08:37:48Z

‎Vendor filters

Andrii: /* Search vendors with filters */

2023-05-03T14:50:24Z

‎Search vendors with filters

Andrii: /* Vendor filters */

2022-10-14T09:24:43Z

‎Vendor filters

Andrii: /* Open vendor profile for editing or reviewing */

2022-10-14T09:12:17Z

‎Open vendor profile for editing or reviewing

Andrii: /* Vendor filters */

2022-10-14T08:34:23Z

‎Vendor filters

Andrii: /* Search vendors with filters */

2022-10-14T08:21:06Z

‎Search vendors with filters

Andrii at 06:22, 13 September 2022

2022-09-13T06:22:14Z

Andrii: /* Vendor filters */

2022-07-27T12:01:39Z

‎Vendor filters

@@ Line 47: / Line 47: @@
 To inactivate the filter, click the '''"Clear"''' button.
-The header color will turn to gray, which means that no filter is not applied:
+The header color will turn to gray, which means that no filter is applied:
 [[File:S1.png|border|900px]]

@@ Line 81: / Line 81: @@
 *'''Finances visible''' — displays vendors with or without access to finances in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Access to finances|here]]</U>'''.
-*'''Occupied''' — displays vendors with or without active jobs in accordance with the filter value applied (Yes, No).
+*'''Occupied''' — displays vendors with or without jobs which have the following statuses: "Offered to vendor", "Offer accepted", "Started" (according to which filter value is applied)
 *'''Is assignable''' — displays vendors that can or cannot be assigned to jobs in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Assignability|here]]</U>'''.

← Older revision		Revision as of 08:37, 4 May 2023
Line 76:		Line 76:

	*'''Note''' — displays only the vendors with notes containing the specified symbols combination.		*'''Note''' — displays only the vendors with notes containing the specified symbols combination.
		+
		+	*'''Rating range''' — displays only the vendors with an overall rating that falls into the specified rating range.

	*'''Finances visible''' — displays vendors with or without access to finances in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Access to finances\|here]]</U>'''.		*'''Finances visible''' — displays vendors with or without access to finances in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Access to finances\|here]]</U>'''.

@@ Line 29: / Line 29: @@
 You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|20px]] button in the upper right corner:
-[[File:Vendors list filters2.1.png|border|1070px]]
+[[File:Vendors list filters.1.png|border|1070px]]
 So you can enter the data into the appropriate fields and click '''"Apply"'''.

@@ Line 64: / Line 64: @@
 *'''City''' — displays vendors from the specific city.
 *'''Services''' — displays only the vendors with the specified service(s).
@@ Line 77: / Line 76: @@
 *'''Note''' — displays only the vendors with notes containing the specified symbols combination.
 *'''Finances visible''' — displays vendors with or without access to finances in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Access to finances|here]]</U>'''.

@@ Line 89: / Line 89: @@
 =='''Open vendor profile for editing or reviewing'''==
-You can open '''<U>[[Vendor view page, General tab|vendor profiles]]</U>''' by clicking on their names in the '''Primary user''' and '''Company name''' ''(if a vendor is a '''Company''')'' columns:
+You can open '''<U>[[Vendor view page, General tab|vendor profiles]]</U>''' by clicking on their names in the '''Name''' and '''Primary user''' columns:
-[[file:Open vendor profile from lisrt.png|border|1100px]]
+[[File:Vendors list.1.png|border|1070px]]
 =='''Export to Excel'''==

@@ Line 53: / Line 53: @@
 =='''Vendor filters'''==
-*'''Code''' — displays vendors with the code containing the specified symbols combination.
+*'''Name''' — displays vendors with the name containing the specified symbols combination.
-*'''Company name''' — displays vendors with the company name containing the specified symbols combination.
+*'''Types''' — displays vendors of the specified type (Company, Freelancer, In-house).
-*'''Primary user''' — displays vendors with the primary username containing the specified symbols combination.
+*'''Primary user name ''' — displays vendors with the primary user name containing the specified symbols combination.
-*'''Email''' — displays vendors with the email containing the specified symbols combination.
+*'''Primary user email''' — displays vendors with the email containing the specified symbols combination.
 *'''Country''' — displays vendors from the specific country.
-*'''Specialization''' — displays only the vendors with the specified specialization.
+*'''City''' — displays vendors from the specific city.
 *'''Language pair''' — displays only the vendors with the selected language pair.
-*'''Types''' — displays vendors of the specified type (Company, Freelancer, In-house).
+*'''Specialization''' — displays only the vendors with the specified specialization(s).
 *'''Note''' — displays only the vendors with notes containing the specified symbols combination.
-*'''Assignable''' — displays vendors that can or cannot be assigned to jobs in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Assignability|here]]</U>'''.
+*'''Finances visible''' — displays vendors with or without access to finances in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Access to finances|here]]</U>'''.
 *'''Occupied''' — displays vendors with or without active jobs in accordance with the filter value applied (Yes, No).
-*'''Finances visible''' — displays vendors with or without access to finances in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Access to finances|here]]</U>'''.
+*'''Is assignable''' — displays vendors that can or cannot be assigned to jobs in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Assignability|here]]</U>'''.
 *'''Can log in''' — displays vendors with or without access to their accounts in accordance with the filter value applied (Yes, No). More details '''<U>[[Vendor view page, General tab#Primary user|here]]</U>'''.

@@ Line 17: / Line 17: @@
 [[File:Button new vendocr.png|border|900px]]
-If you need to create one vendor, press '''"New vendor"'''. It will open the '''<u>[[Create vendor|New vendor]]</u>'''  page.
+If you need to create one vendor, click '''"New vendor"'''. It will open the '''<u>[[Create vendor|New vendor]]</u>'''  page.
-If you have a large list of vendors and want to import it quickly, press '''"Import from Excel"'''. It will open the '''<u>[[Import vendors from Excel|Import vendors ]]</u>''' page.
+If you have a large list of vendors and want to import it quickly, click '''"Import from Excel"'''. It will open the '''<u>[[Import vendors from Excel|Import vendors ]]</u>''' page.
 =='''Search vendors with filters'''==
@@ Line 27: / Line 27: @@
 If you want to hide or display some vendors from the list, you may apply filters.
-You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|20px]] button in the upper right corner:
+You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|20px]] button in the upper right corner:
 [[File:Vendors filters1.png|border|1000px]]
-So you can enter the data into the appropriate fields and press '''"Apply"'''.
+So you can enter the data into the appropriate fields and click '''"Apply"'''.
 If the filter  is applied, the header turns blue:
@@ Line 37: / Line 37: @@
 [[File:14.png|border|900px]]
-You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
+You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
 <span style="color:red">'''Note''':</span> The hidden filter remains activated.
-You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
+You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
 <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
-To inactivate the filter, press the '''"Clear"''' button.
+To inactivate the filter, click the '''"Clear"''' button.
 The header color will turn to gray, which means that no filter is not applied:
@@ Line 89: / Line 89: @@
 =='''Export to Excel'''==
-You can export all the displayed table of vendors to Excel by pressing the '''"Export to Excel"''' button over the upper right corner of the table:
+You can export all the displayed table of vendors to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:
 [[File:Vendor list Export.png|border|1100px]]