Difference between revisions of "Vendors list"
From Protemos Wiki
(→Vendor filters) |
(→Vendor filters) |
||
| (39 intermediate revisions by 5 users not shown) | |||
| Line 3: | Line 3: | ||
| − | On this page | + | On this page you can: |
| − | - Create new vendors and import them from Excel | + | - Create new vendors and import them from Excel. |
| − | - View the list of vendors and search vendors with filters | + | - View the list of vendors and search vendors with filters. |
| − | - Open each vendor profile for editing | + | - Open each vendor profile for editing. |
| − | - Export all the displayed table of vendors to Excel | + | - Export all the displayed table of vendors to Excel. |
=='''Create and import vendors'''== | =='''Create and import vendors'''== | ||
| − | [[File: | + | [[File:Button new vendocr.png|border|900px]] |
| − | If you need to create one vendor, | + | 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, | + | 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'''== | =='''Search vendors with filters'''== | ||
| Line 27: | Line 27: | ||
If you want to hide or display some vendors from the list, you may apply filters. | If you want to hide or display some vendors from the list, you may apply filters. | ||
| − | You can hide or display filter fields by | + | 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 | + | [[File:Vendors list filters.1.png|border|1070px]] |
| − | So you can enter the data into the appropriate fields and | + | So you can enter the data into the appropriate fields and click '''"Apply"'''. |
| + | |||
| + | If the filter is applied, the header turns blue: | ||
| − | [[File: | + | [[File:14.png|border|900px]] |
| − | + | ||
| − | + | 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 | + | 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, click the '''"Clear"''' button. | |
| − | + | The header color will turn to gray, which means that no filter is not applied: | |
| − | + | [[File:S1.png|border|900px]] | |
=='''Vendor filters'''== | =='''Vendor filters'''== | ||
| − | *''' | + | *'''Name''' — displays vendors with the name containing the specified symbols combination. |
| − | *''' | + | *'''Types''' — displays vendors of the specified type (Company, Freelancer, In-house). |
| − | *'''Primary user''' | + | *'''Primary user name ''' — displays vendors with the primary user name containing the specified symbols combination. |
| − | *''' | + | *'''Primary user email''' — displays vendors with the email containing the specified symbols combination. |
| − | *'''Country''' | + | *'''Country''' — displays vendors from the specific country. |
| − | *''' | + | *'''City''' — displays vendors from the specific city. |
| − | *''' | + | *'''Services''' — displays only the vendors with the specified service(s). |
| − | *''' | + | *'''Language pair''' — displays only the vendors with the selected language pair. |
| − | *''' | + | *'''Specialization''' — displays only the vendors with the specified specialization(s). |
| − | *''' | + | *'''Vendor tags (all)''' — displays only the vendors with '''<U>[[Manage vendor tags|tags]]</U>''' containing the specified symbols combination. This filter uses the "and" principle (for instance, if 2 tags are entered, only vendors with both tags will be displayed). |
| − | *''' | + | *'''Vendor tags (any)''' — displays only the vendors with '''<U>[[Manage vendor tags|tags]]</U>''' containing the specified symbols combination. This filter uses the "or" principle (if several tags are entered, vendors with at least one tag will be displayed). |
| − | *''' | + | *'''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>'''. |
| + | |||
| + | *'''Occupied''' — displays vendors with or without active jobs in accordance with the filter value applied (Yes, No). | ||
| + | |||
| + | *'''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>'''. | ||
=='''Open vendor profile for editing or reviewing'''== | =='''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 '''Name''' and '''Primary user''' columns: |
| − | |||
| − | + | [[File:Vendors list.1.png|border|1070px]] | |
=='''Export to Excel'''== | =='''Export to Excel'''== | ||
| − | You can export all the displayed table of vendors to Excel by | + | 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 | + | [[File:Vendor list Export.png|border|1100px]] |
| − | <span style="color: | + | <span style="color:red">'''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page. |
| + | |||
| + | [[File:Redirect.jpg|40px|link=Vendors list]] Back to the '''table of contents'''. | ||
Revision as of 10:37, 4 May 2023
Vendors list page: http://cloud.protemos.com/vendor/index
On this page you can:
- Create new vendors and import them from Excel.
- View the list of vendors and search vendors with filters.
- Open each vendor profile for editing.
- Export all the displayed table of vendors to Excel.
Contents
Create and import vendors
If you need to create one vendor, click "New vendor". It will open the New vendor page.
If you have a large list of vendors and want to import it quickly, click "Import from Excel". It will open the Import vendors page.
Search vendors with filters
By default, you can see all the vendors in your database, 50 per page.
If you want to hide or display some vendors from the list, you may apply filters.
You can hide or display filter fields by clicking the 
button in the upper right corner:
So you can enter the data into the appropriate fields and click "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by clicking the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by clicking again.
Note: The applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, click the "Clear" button.
The header color will turn to gray, which means that no filter is not applied:
Vendor filters
- Name — displays vendors with the name containing the specified symbols combination.
- Types — displays vendors of the specified type (Company, Freelancer, In-house).
- Primary user name — displays vendors with the primary user name 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.
- City — displays vendors from the specific city.
- Services — displays only the vendors with the specified service(s).
- Language pair — displays only the vendors with the selected language pair.
- Specialization — displays only the vendors with the specified specialization(s).
- Vendor tags (all) — displays only the vendors with tags containing the specified symbols combination. This filter uses the "and" principle (for instance, if 2 tags are entered, only vendors with both tags will be displayed).
- Vendor tags (any) — displays only the vendors with tags containing the specified symbols combination. This filter uses the "or" principle (if several tags are entered, vendors with at least one tag will be displayed).
- 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 here.
- Occupied — displays vendors with or without active jobs in accordance with the filter value applied (Yes, No).
- Is assignable — displays vendors that can or cannot be assigned to jobs in accordance with the filter value applied (Yes, No). More details here.
- Can log in — displays vendors with or without access to their accounts in accordance with the filter value applied (Yes, No). More details here.
Open vendor profile for editing or reviewing
You can open vendor profiles by clicking on their names in the Name and Primary user columns:
Export to Excel
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:
Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.
Back to the table of contents.
