Difference between revisions of "Vendor view page, Payment methods tab"

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(→‎Add payment method)
 
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''Vendor view page – Payment Methods tab: [http://cloud.protemos.com/vendor/view?id=ХХХХ&tab=payment-methods/ http://cloud.protemos.com/vendor/view?id=ХХХХ&tab=payment-methods] (replace XXXX with a valid number)''
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On this page, you can add payment methods, update, disable or delete the existing ones and select a default payment method for the vendor:
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On this page, you can create or update payment methods for the vendor, and change the default payment method.
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[[File:Payment methods tab.png|border|1070px]]
  
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To create a new payment method for the vendor, press “'''Add new payment method'''” button. It will open <u>[[Vendor payment creation|Vendor payment creation page]]</u>.
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=='''Add payment method'''==
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To create a new payment method for your vendor, click the '''"Add payment method"''' button:
  
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The first created vendor payment method becomes default one. You may change it my pressing “Change default payment method and terms”.  
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[[File:Payment methods tab - add payment method.png|border|1070px]]
  
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It will open vendor payment terms update page.
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Select the payment method type, and it will bring you to the '''<u>[[Create payment method for vendor|New payment method]]</u>''' page. The first created payment method automatically becomes the default one.
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=='''Change default payment method'''==
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You may change a default payment method by clicking the '''"Change default payment method"''' button:
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[[File:Payment methods tab - change default payment method.png|border|1070px]]
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It will open the '''<u>[[Change vendor default settings|Change settings]]</u>''' page. Select the needed payment method and click '''"Update"''':
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[[File:Change vendor default payment method+.png|border|1070px]]
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<span style="color:orange">'''Note:'''</span> If the default payment method is not specified, it will not be possible to issue invoices for the vendor.
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=='''Update, disable or delete payment method'''==
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*To update, disable or delete the existing payment method, click the corresponding buttons.
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<span style="color:orange">'''Note:'''</span> You cannot delete the default payment method and payment methods that you have already used in the system.
  
 
=='''Other tabs on the page'''==
 
=='''Other tabs on the page'''==
  
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'''General info''' — view and edit vendor info and payment conditions
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*'''General info''' — view and edit vendor info and payment conditions.
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*'''Contact persons''' — the list of vendor’s contact persons (available if the vendor is a '''Company''').
  
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'''Primary user''' — the first contact person of the vendor
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*'''Prices''' — the list of prices agreed with the vendor.
  
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'''Contact persons''' — the list of vendor’s contact persons (available if the vendor is a '''Company''')
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*'''Taxes''' — on this tab, you can create a custom taxes set for this vendor. Here you may also define which taxes set should be applied (whether custom or default one) for this particular vendor.
  
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'''Prices''' — the list of prices agreed with the vendor
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*'''Documents''' — intended for storing any documents related to the vendor.
  
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'''Documents''' — intended for storing any documents related to the vendor
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*'''Availability chart''' — here you can see the chart and list of all active jobs assigned to the vendor.

Latest revision as of 16:59, 20 October 2022

On this page, you can add payment methods, update, disable or delete the existing ones and select a default payment method for the vendor:

Payment methods tab.png

Add payment method

To create a new payment method for your vendor, click the "Add payment method" button:

Payment methods tab - add payment method.png

Select the payment method type, and it will bring you to the New payment method page. The first created payment method automatically becomes the default one.

Change default payment method

You may change a default payment method by clicking the "Change default payment method" button:

Payment methods tab - change default payment method.png

It will open the Change settings page. Select the needed payment method and click "Update":

Change vendor default payment method+.png

Note: If the default payment method is not specified, it will not be possible to issue invoices for the vendor.

Update, disable or delete payment method

  • To update, disable or delete the existing payment method, click the corresponding buttons.

Note: You cannot delete the default payment method and payment methods that you have already used in the system.

Other tabs on the page

  • General info — view and edit vendor info and payment conditions.
  • Contact persons — the list of vendor’s contact persons (available if the vendor is a Company).
  • Prices — the list of prices agreed with the vendor.
  • Taxes — on this tab, you can create a custom taxes set for this vendor. Here you may also define which taxes set should be applied (whether custom or default one) for this particular vendor.
  • Documents — intended for storing any documents related to the vendor.
  • Availability chart — here you can see the chart and list of all active jobs assigned to the vendor.
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