Difference between revisions of "Vendor view page, General tab"
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=='''General information'''== | =='''General information'''== | ||
| − | [[file: | + | [[file:Vendor profile action buttons.jpg|border|1000px]] |
To start editing the vendor, press "'''Update'''". It will open '''<u>[[Update vendor details|Update vendor details page]]</u>'''. | To start editing the vendor, press "'''Update'''". It will open '''<u>[[Update vendor details|Update vendor details page]]</u>'''. | ||
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You may resend the invitation to the vendor by pressing "'''Resend invitation'''". | You may resend the invitation to the vendor by pressing "'''Resend invitation'''". | ||
| − | To change the default currency | + | To change the default currency and payment conditions for the vendor, press "'''Change default'''" in the '''Default settings''' section, and you will open '''<u>[[Vendor default payment terms|Change default settings page]]</u>''': |
[[file:Vendors entry page default settings.jpg|border|1000px]] | [[file:Vendors entry page default settings.jpg|border|1000px]] | ||
Revision as of 17:12, 27 December 2017
Vendor view page – General tab: http://cloud.protemos.com/vendor/view?id=ХХХХ (replace XXXX with a valid number)
On this tab, you can:
- Edit the basic info about the vendor (e.g. name, address, status, VAT etc.)
- Send or resend the invitation to the vendor
- Delete the vendor
- Edit vendor’s payment terms
- Go to other tabs of the vendor
General information
To start editing the vendor, press "Update". It will open Update vendor details page.
To delete the vendor from your database, press "Delete".
Please note that you cannot delete the vendor with recorded jobs. But you may deactivate the vendor on Update vendor details page.
You may send the invitation to the vendor by pressing "Send invitation" (the button is available if you haven't sent the invitation).
You may resend the invitation to the vendor by pressing "Resend invitation".
To change the default currency and payment conditions for the vendor, press "Change default" in the Default settings section, and you will open Change default settings page:
Links of vendor profiles to ProZ.com profiles
If your vendor has ProZ.com account with the same email as in Protemos, the system will display the link to that account of vendor’s page:
You may view the vendor profile on ProZ.com by clicking this link:
Other tabs on the page
Primary user — the first contact person of the vendor.
Contact persons — the list of vendor’s contact persons (available if the vendor is a Company).
Prices — the list of prices agreed with the vendor.
Payment methods — the payment methods of the vendor.
Documents — intended for storing any documents related to the vendor.
