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]] Back to the '''Quick Start Guide''' main page. | ||
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'''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: | ||
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1. Press <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor/add "'''New vendor'''"] </U> </span>, enter vendor info, and click "'''Save'''": | 1. Press <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor/add "'''New vendor'''"] </U> </span>, enter vendor info, and click "'''Save'''": | ||
| − | + | [[File:1 new vendor butto.png|border|400px]] | |
| − | [[File: | ||
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 | ||
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. | ||
| + | <span style="color:red"> '''Note!'''</span> When you create vendors system sends them invitations, and they can log into your system to accept and deliver your jobs, | ||
| + | track their POs and payments, and invoice you. Each of them gets a link to the <U> [[Vendor user manual| '''Vendor user manual''']] </U>, so you won’t need to explain them anything. | ||
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| − | + | For every vendor, you may add contact info, <U>[[Vendor view page, Contact persons tab|'''contact persons''']]</U> (if company), <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, <U>[[Vendor view page, Contact persons tab|'''contact persons''']]</U> (if company), <U>[[Vendor view page, Payment methods tab|'''payment methods''']]</U>, <U>[[Vendor view page, Prices tab|'''prices ''']]</U> | ||
You will be able to select the vendors when you | You will be able to select the vendors when you | ||
| − | <U>[[Job creation/editing|'''assign job to them''']]</U> | + | <U>[[Job creation/editing|'''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>[[Vendor payment creation|'''enter vendor payment''']]</U>. | <U>[[Vendor payment creation|'''enter vendor payment''']]</U>. | ||
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Revision as of 11:18, 14 April 2020
Back to the Quick Start Guide main page.
There are 2 ways of adding vendors on the Vendors list page:
1. Press "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.
Note! When you create vendors system sends them invitations, and they can log into your system to accept and deliver your jobs, track their POs and payments, and invoice you. Each of them gets a link to the Vendor user manual , so you won’t need to explain them anything.
For every vendor, you may add contact info, contact persons (if company), 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 40px
Back to the Quick Start Guide main page.
