Difference between revisions of "Create vendor"
From Protemos Wiki
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This page is intended for entering the information about the new vendor. | This page is intended for entering the information about the new vendor. | ||
− | Use the Primary user section to enter the vendor’s contact person: | + | Use the '''Primary user''' section to enter the vendor’s contact person: |
− | Use the General info section to enter general information about a vendor: | + | Use the '''General info''' section to enter general information about a vendor: |
Once the vendor is created, the system will bring you to them where you can edit or add info about the vendor. | Once the vendor is created, the system will bring you to them where you can edit or add info about the vendor. | ||
Line 13: | Line 13: | ||
Please note that that different vendor types have different fields: | Please note that that different vendor types have different fields: | ||
− | Company | + | - Company |
− | Freelancer | + | - Freelancer |
− | |||
− | |||
+ | - In-house | ||
For the company, you’ll be able to enter contact persons on the special tab. | For the company, you’ll be able to enter contact persons on the special tab. | ||
When you finish creating vendor, the system sends them an invitation to join your company on Protemos. For more info, please see Vendor Quick Start Guide. | When you finish creating vendor, the system sends them an invitation to join your company on Protemos. For more info, please see Vendor Quick Start Guide. |
Revision as of 01:35, 29 December 2016
Vendor creation page: http://cloud.protemos.com/vendor/add
This page is intended for entering the information about the new vendor.
Use the Primary user section to enter the vendor’s contact person:
Use the General info section to enter general information about a vendor:
Once the vendor is created, the system will bring you to them where you can edit or add info about the vendor.
Please note that that different vendor types have different fields:
- Company
- Freelancer
- In-house
For the company, you’ll be able to enter contact persons on the special tab.
When you finish creating vendor, the system sends them an invitation to join your company on Protemos. For more info, please see Vendor Quick Start Guide.