Difference between revisions of "Create/import vendors"
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| − | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. |
'''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: | '''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: | ||
| − | 1. | + | '''1.''' Click <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor/create "'''New vendor'''"] </U> </span>, enter vendor info, and click "'''Save'''": |
[[File:1 new vendor butto.png|border|400px]] | [[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>: | + | '''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>: |
[[File:Import from vendor.png|border|400px]] | [[File:Import from vendor.png|border|400px]] | ||
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In this case, you’ll need to download the template, fill it with the vendor data and upload it to the system. | In this case, you’ll need to download the template, fill it with the vendor data and upload it to the system. | ||
| − | For every vendor, you may add contact info, | + | '''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. |
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| + | You can find this link on the <U>'''[https://cloud.protemos.com/vendor-portal/view|Vendor portal settings page]'''</U>. | ||
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| + | [[File:Vendor portal settings.png|border|1000px]] | ||
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| + | 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>. | ||
You will be able to select the vendors when you | You will be able to select the vendors when you | ||
| − | <U>[[ | + | <U>[[Create job|'''assign job to them''']]</U>, |
<U>[[Vendors payables list#Invoice creation|'''create vendor invoice''']]</U> or | <U>[[Vendors payables list#Invoice creation|'''create vendor invoice''']]</U> or | ||
| − | <U>[[ | + | <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: | + | 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]] |
| − | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. |
Latest revision as of 16:30, 28 February 2023
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":
2. Import many vendors at once by clicking Import from Excel :
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.
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 
Back to the Quick Start Guide main page.
