Difference between revisions of "Create vendor"

Revision as of 15:04, 14 October 2022

New vendor page: cloud.protemos.com/vendor/create

There are two ways to add new vendors manually:

1. Click the Vendors menu on the top panel and then click New vendor:

2. Or you may go to Vendors → Vendors:

Then click the "New vendor" button:

In both cases, you will be redirected to the New vendor page which consists of the sections described below.

General info

This section is intended for entering general information about a new vendor.

Here you can also specify if the vendor can be assigned to jobs regardless of whether the "Can log in" option is set or not, and define whether your vendor will be able to see their finances:

Primary user

Use the Primary user section to enter the vendor’s contact person:

Note: If you mark the "Can log in" checkbox, the system will send an invitation to the vendor to join your company on Protemos once you finish creating vendor. Please find more info here.

You may leave the checkbox unmarked and send the invitation later from the Vendor profile page.

Note: You can always disable or enable access to the account for a particular vendor in the Primary user section of the corresponding vendor profile.

Once the vendor is created, the system will bring you to the vendor profile page where you can edit or add info about the vendor.

Assignability

If you mark the "Assignable to jobs" checkbox when creating a vendor profile, the vendor can be assigned to jobs. This feature works regardless of whether the "Can log in" option is enabled or not.

Access to finances

You may hide the vendor’s finances from the vendor by unchecking "Finances visible":

In that case, the vendor will only see jobs without payables, no invoices and payments, and won't receive any finance-related notifications.

Vendor types

In Protemos, there are three types of vendors:

• Company is a contractor company.

• Freelancer is a non-staff employee.

• In-house is a staff employee who works in your office.

Please note that different vendor types have different fields to fill in:

For the Company, you'll be able to enter contact persons on the Contact persons tab.

Back to the Create vendor page.