Difference between revisions of "Vendor user manual"
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3. Your invoice will be stored in your and in the client’s database. All you have to do then is just wait for the payment. | 3. Your invoice will be stored in your and in the client’s database. All you have to do then is just wait for the payment. | ||
| − | If you would like to see the details of this | + | If you would like to see the details of this invoice, go to the '''Invoices''' menu and choose the respective invoice from the list by clicking on the invoice code: |
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Revision as of 13:05, 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 section - 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.
- The Receivables section - here you can see the job volume and price:
- The Job input files section - here you can download the files you need to work with:
2. Make sure you accept the job conditions and confirm the job by pressing the "Confirm job" button:
3. Download the files by pressing "Download all as ZIP" and complete the job:
4.Having completed the job, upload the finalized files into the system by pressing the "Add output files" button on the Job output files section of the Job page:
Here you can also delete the file in case you have uploaded the wrong one by mistake and then upload the correct one.
5. Make sure that files with the completed job are uploaded into the system and press the Complete job button:
Here you may also download the PO issued by your manager by pressing the "Download PO" button:
6. The manager will be notified by email that you have completed the job, accept it and the job will be completed.
Invoicing
Both you and the translation agency can create invoices for the jobs completed by you.
To view the list of invoices, click the Finances menu on the top panel and choose Invoices:
If the translation agency creates an invoice by itself, you will be notified by email from the system asking to see if it is correct.
If the translation agency asks you to create invoices on your own, please do the following:
1. Click the Finances menu on the top panel and choose Receivables:
The list of the receivables will be displayed.
2. Select the amounts you want to include in the invoice and press the "Invoice selected on this page" button:
3. Your invoice will be stored in your and in the client’s database. All you have to do then is just wait for the payment.
If you would like to see the details of this invoice, go to the Invoices menu and choose the respective invoice from the list by clicking on the invoice code:
