Difference between revisions of "Create/import clients"
| Line 1: | Line 1: | ||
| − | There are 2 ways of adding | + | There are 2 ways of adding clients on <U> [https://cloud.protemos.com/client/index '''Clients list page'''] </U>: |
| − | 1. Press <U> [https://cloud.protemos.com/ | + | 1. Press <U> [https://cloud.protemos.com/client/add '''New Client'''] </U>, enter vendor info, and click save. |
| − | 2. Import many | + | 2. Import many clients at once by clicking <U> [https://cloud.protemos.com/client-import/index '''Import from Excel'''] </U>. |
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. | ||
| Line 12: | Line 12: | ||
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. | 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. | ||
| − | For every | + | For every client, 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 | ||
<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>. | <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>. | ||
For more info on clients, please see our <span style="background-color:yellow"> wiki pages </span>. | For more info on clients, please see our <span style="background-color:yellow"> wiki pages </span>. | ||
Revision as of 11:07, 25 July 2017
There are 2 ways of adding clients on Clients list page :
1. Press New Client , enter vendor info, and click save.
2. Import many clients 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 Vendor Quick Start Guide , so you won’t need to explain them anything.
For every client, you may add contact info, contact persons (if company), prices , 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 clients, please see our wiki pages .
