Difference between revisions of "Create vendor"
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==Vendor types== | ==Vendor types== | ||
Revision as of 16:34, 30 August 2019
New vendor page: http://cloud.protemos.com/vendor/add
There are two ways to add new vendors manually:
1. Press the Vendors menu on the top panel and then click New vendor:
2. Or you may go to Vendors=>Vendors list:
Then press the "New vendor" button:
In both cases, you will be redirected to the New vendor page which consists of the sections described below.
General info
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 "Can log in" option is set or not, and define whether your vendor will be able to see their finances:
Assignability
If you mark the "Assignable" checkbox, the vendor can be assigned to jobs regardless of whether the "Can log in" option is set or not.
Access to finances
You may hide vendor’s finances from the vendor by unchecking "Finances visible":
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:
| Company | 300px |
| Freelancer | 300px |
| In-house | 300px |
For the company, you'll be able to enter contact persons on the Contact persons tab.
For more info, please see the Vendor user manual.
