Difference between revisions of "Update vendor details"
From Protemos Wiki
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[[file:client status.jpg|border|800px]] | [[file:client status.jpg|border|800px]] | ||
− | *'''Potential''' - you may assign this status to your potential | + | *'''Potential''' - you may assign this status to your potential vendors. |
− | *'''Active''' - you may assign this status to the | + | *'''Active''' - you may assign this status to the vendors you actively work with. |
− | *'''Inactive''' - you may assign this status to the inactive | + | *'''Inactive''' - you may assign this status to the inactive vendors. |
− | *'''Blacklisted''' - you may assign this status to the blacklisted | + | *'''Blacklisted''' - you may assign this status to the blacklisted vendors. |
− | <span style="color:red">'''Note:''' | + | <span style="color:red">'''Note:''' Vendors with inactive and blacklisted statuses do not appear in lists on forms.</span> |
Revision as of 18:02, 12 September 2017
Update vendor details page: http://cloud.protemos.com/vendor/update?id=ХХХХ (replace XXXX with a valid number)
On this page you can update the general info about the vendor (e.g. status, name, address, VAT etc) and information about vendor’s primary user.
Please note that this info is used in the vendor's invoices generated by the system.
Here you may also define the vendors's status:
- Potential - you may assign this status to your potential vendors.
- Active - you may assign this status to the vendors you actively work with.
- Inactive - you may assign this status to the inactive vendors.
- Blacklisted - you may assign this status to the blacklisted vendors.
Note: Vendors with inactive and blacklisted statuses do not appear in lists on forms.