Difference between revisions of "Create vendor"
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| + | ==General info== | ||
This page is intended for entering information about a new vendor. | This page is intended for entering information about a new vendor. | ||
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[[File:New vendor general info.jpg|border|500px]] | [[File:New vendor general info.jpg|border|500px]] | ||
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| + | ==Primary user== | ||
Use the "'''Primary user'''" section to enter the vendor’s contact person: | Use the "'''Primary user'''" section to enter the vendor’s contact person: | ||
Revision as of 11:50, 12 November 2018
New vendor page: http://cloud.protemos.com/vendor/add
General info
This page is intended for entering information about a new vendor.
Use the "General info" section to enter general information about a vendor:
Primary user
Use the "Primary user" section to enter the vendor’s contact person:
If you mark the "Send invitation" checkbox, the system will send an invitation to the vendor to join your company on Protemos once you finish creating vendor.
You may leave the checkbox unmarked and send the invitation later from the Vendor view page.
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 | 300px |
| Freelancer | 300px |
| In-house | 300px |
For the company, you'll be able to enter contact persons on the Contact persons tab.
For more info, please see the Vendor user manual.
