Difference between revisions of "Vendor user manual"
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1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email. | 1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email. | ||
| − | [[File:invitation email.jpg|border| | + | [[File:invitation email.jpg|border|800px]] |
2. Accept the invitation by clicking the first link in the received letter. The following window appears: | 2. Accept the invitation by clicking the first link in the received letter. The following window appears: | ||
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[[File:VA assigned job mail.jpg|border|800px]] | [[File:VA assigned job mail.jpg|border|800px]] | ||
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| + | Open the link from the email (you need to log into the system). | ||
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| + | In this example it is https://cloud.protemos.com/job/view?id=43196. | ||
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| + | You will see the '''Job''' page consisting of the following sections: | ||
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| + | * The '''Job details''' sections. Here you can see the job conditions: | ||
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| + | [[File:VA job details section.jpg|border|800px]] | ||
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| + | Over the job details table, you can also see the progress chart describing the workflow for the job: | ||
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| + | [[File: VA job progress chart.jpg|border|800px]] | ||
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| + | The job may have the following statuses: | ||
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| + | '''Proposed to vendor''' – the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working. | ||
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| + | '''Confirmed by vendor''' – the vendor has confirmed that (s)he takes the job. | ||
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| + | '''Completed''' – the vendor has delivered and completed the job. | ||
| + | |||
| + | '''Accepted by manager''' – the manager has checked the delivery and accepted it. | ||
| + | |||
| + | To get an idea how it looks from Manager’s side, please have a look at '''<U>[[Job view#Job statuses| Job view]]</U>''' page. | ||
Revision as of 10:50, 18 August 2017
Contents
Introduction
Protemos is a project management system for translation agencies and freelancers.
Vendors of translation agencies receive and upload their jobs using this system. It is also used for recording invoices and payments.
This Vendor Manual is intended for the users registered as vendors within the translation agency accounts.
If you have your own account, please read Protemos Quick start guide.
How to add the vendor account
1. The translation agency you cooperate with adds your vendor account in the system. You receive the invitation email.
2. Accept the invitation by clicking the first link in the received letter. The following window appears:
3. Choose your own user name and password and press Submit.
4. Your account will be created.
Get started with vendor account
The two main sections that you need to focus on are My jobs and Finances:
My jobs will open the list of jobs assigned to you.
Finances contains financial info:
- Receivables: the amount you earn for each job
- Invoices: the invoices due to be paid or already paid by the translation agency
- Payments: the payments paid by the translation agency
Receiving and uploading the jobs
1. Whenever the manager assigns you jobs via Protemos system, you will be notified by email:
Open the link from the email (you need to log into the system).
In this example it is https://cloud.protemos.com/job/view?id=43196.
You will see the Job page consisting of the following sections:
- The Job details sections. Here you can see the job conditions:
Over the job details table, you can also see the progress chart describing the workflow for the job:
The job may have the following statuses:
Proposed to vendor – the job has been proposed to the vendor i.e. the manager has instructed the vendor to start working.
Confirmed by vendor – the vendor has confirmed that (s)he takes the job.
Completed – the vendor has delivered and completed the job.
Accepted by manager – the manager has checked the delivery and accepted it.
To get an idea how it looks from Manager’s side, please have a look at Job view page.
