Difference between revisions of "Create/import vendors"

From Protemos Wiki
Jump to: navigation, search
 
(61 intermediate revisions by 4 users not shown)
Line 1: Line 1:
−
There are 2 ways of adding vendors  on <U>  [https://cloud.protemos.com/vendor/index '''Vendors list page'''] </U>:
 
  
 +
[[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.
+
'''There are 2 ways of adding vendors  on the ''' <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/vendor/index '''Vendors list '''] </U> </span> page:
  
−
2. Import many vendors at once by clicking <U>  [https://cloud.protemos.com/vendor-import/index '''Import from Excel'''] </U>.
+
'''1.''' Click <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/vendor/create "'''New vendor'''"] </U> </span>, enter vendor 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.
+
[[File:1 new vendor butto.png|border|400px]]
  
 +
'''2.''' Import many vendors at once by clicking <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/vendor-import/index '''Import from Excel'''] </U> </span>:
  
−
'''Note!''' When you create vendors system sends them invitations, and they can log into your system to accept and deliver your jobs,
+
[[File:Import from vendor.png|border|400px]]
  
−
track their POs and payments, and invoice you. Each of them gets a link to <span style="background-color:yellow"> Vendor Quick Start Guide </span>, so you won’t need to explain them anything.
+
In this case, you’ll need to download the template, fill it with the vendor data and upload it to the system.
 +
 
 +
'''3.''' You can post the <U>'''[[Vendor application URL|Vendor application URL]]'''</U> on your corporate website or send it to new vendors so that they can submit their applications to you.
 +
 
 +
You can find this link on the <U>'''[https://cloud.protemos.com/vendor-portal/view|Vendor portal settings page]'''</U>.
 +
 
 +
[[File:Vendor portal settings.png|border|1000px]]
 +
 
 +
For every vendor, you may add contact info, <U>[[Vendor view page, Contact persons tab|'''contact persons''']]</U>, <U>[[Vendor view page, Payment methods tab|'''payment methods''']]</U>, <U>[[Vendor view page, Prices tab|'''prices''']]</U>, <U>[[Vendor view page, Taxes tab|'''taxes''']]</U>, and <U>[[Vendor view page, Documents tab|'''documents''']]</U>.  
  
−
For every vendor, you may add contact info, <span style="background-color:yellow">  contact persons </span> (if company), <span style="background-color:yellow"> prices </span>, and <span style="background-color:yellow"> documents </span>.
 
 
You will be able to select the vendors when you  
 
You will be able to select the vendors when you  
 +
<U>[[Create job|'''assign job to them''']]</U>,
 +
<U>[[Vendors payables list#Invoice creation|'''create vendor invoice''']]</U>  or 
 +
<U>[[Create vendor payment|'''enter vendor payment''']]</U>.
 +
 +
For more info on vendors, please see our <U>[[Vendors|'''wiki pages''']]</U> or our video tutorial [[File:YT client.png|60px|link=https://youtu.be/mWKeF5l86NQ]]
  
−
<span style="background-color:yellow"> assign job to them </span>,<span style="background-color:yellow"> create vendor invoice </span> or <span style="background-color:yellow"> enter vendor payment </span>.
+
[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.
−
For more info on clients, please see our <span style="background-color:yellow"> wiki pages </span>.
 

Latest revision as of 16:30, 28 February 2023

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

There are 2 ways of adding vendors on the Vendors list page:

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

1 new vendor butto.png

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

Import from vendor.png

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

3. You can post the Vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.

You can find this link on the portal settings page.

Vendor portal settings.png

For every vendor, you may add contact info, contact persons, payment methods, prices, taxes, and documents.

You will be able to select the vendors when you assign job to them, create vendor invoice or enter vendor payment.

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

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

Retrieved from "https://wiki.protemos.com/index.php?title=Create/import_vendors&oldid=24500"