Difference between revisions of "Create/import clients"

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There are 2 ways of adding vendors  on <U>  [https://cloud.protemos.com/vendor/index '''Vendors list page'''] </U>:
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[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.
  
1. Press <U>  [https://cloud.protemos.com/vendor/add '''New Vendor'''] </U>, enter vendor info, and click save.
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'''There are 2 ways of adding clients on''' the [https://cloud.protemos.com/client/index <U>'''Clients list'''</U>]:
  
2. Import many vendors at once by clicking <U>  [https://cloud.protemos.com/vendor-import/index '''Import from Excel'''] </U>.
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1. Click [https://cloud.protemos.com/client/create <U>'''New client'''</U>], enter client info, and click "'''Save'''":
  
In this case you’ll need to download the template, fill it with the vendor data and upload it to the system.
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[[File:New client.png|border|400px]]
  
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2. Import many clients at once by clicking <U>  [https://cloud.protemos.com/client-import/index'''Import from Excel'''] </U>:
  
Note! When you create vendors system sends them invitations, and they can log into your system to accept and deliver your jobs,
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[[File:Import from excel.png|border|400px]]
  
track their POs and payments, and invoice you. Each of them gets a link to Vendor Quick Start Guide, so you won’t need to explain them anything.
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In this case, you’ll need to download the template, fill it with the client data and upload it to the system.
For every vendor, you may add contact info, contact persons (if company), prices, and documents.  
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You will be able to select the vendors when you assign job to them, create vendor invoice or enter vendor payment.
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For every client, you may add contact info, <U>[[Client view page – Contact persons tab|'''contact persons''']]</U>, <U>[[Client view page – Prices tab|'''prices''']]</U> , <U>[[Client view page – Taxes tab|'''taxes''']]</U> and <U>[[Client view page – Documents tab|'''documents''']]</U>.  
For more info on clients, please see our wiki pages.
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You will be able to select the client when you create <U>[[Create quote|'''quote''']]</U>, <U>[[New project|'''project''']]</U>, <U>[[Client invoices list#Invoice creation|'''invoice''']]</U> or <U>[[Create_client_payment|'''payment''']]</U>.
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For more info on clients, please see our <U>[[Clients|'''wiki pages''']]</U> or our video tutorial [[File:YT client.png|60px|link=https://youtu.be/e23OdYfLewc]]
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[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.

Latest revision as of 15:26, 28 February 2023

Redirect.jpg Back to the Quick Start Guide main page.

There are 2 ways of adding clients on the Clients list:

1. Click New client, enter client info, and click "Save":

New client.png

2. Import many clients at once by clicking Import from Excel :

Import from excel.png

In this case, you’ll need to download the template, fill it with the client data and upload it to the system.

For every client, you may add contact info, contact persons, prices , taxes and documents.

You will be able to select the client when you create quote, project, invoice or payment.

For more info on clients, please see our wiki pages or our video tutorial YT client.png

Redirect.jpg Back to the Quick Start Guide main page.