Difference between revisions of "Create/import clients"

Revision as of 16:45, 25 July 2017

Back to the Quick Start Guide main page

There are 2 ways of adding clients on : Clients list page :

1. Press New Client , enter client info, and click save.

2. Import many vendors at once by clicking Import from Excel .

In this case you’ll need to download the template, fill it with the vendor data and upload it to the system.

Note! When you create vendors system sends them invitations, and they can log into your system to accept and deliver your jobs,

track their POs and payments, and invoice you. Each of them gets a link to Vendor Quick Start Guide , so you won’t need to explain them anything.

For every vendor, you may add contact info, contact persons (if company), prices , and documents . You will be able to select the vendors when you

assign job to them , create vendor invoice or enter vendor payment .

For more info on clients, please see our wiki pages .