Difference between revisions of "Create/import vendors"
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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: | ||
| − | 1. Press <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor/ | + | 1. Press <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]] | ||
Revision as of 08:37, 16 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.
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.
