Difference between revisions of "Vendor view page, General tab"
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If your vendor has '''ProZ.com''' account with the same email as in Protemos, the system will display the vendor availability: | If your vendor has '''ProZ.com''' account with the same email as in Protemos, the system will display the vendor availability: | ||
| − | Click '''"Show full calendar"''' to see vendor's availability calendar on ProZ.com: | + | Click '''"Show full calendar"''' to see your vendor's availability calendar on ProZ.com: |
=='''Default settings'''== | =='''Default settings'''== | ||
Revision as of 10:58, 8 May 2018
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 basic info about the vendor (e.g. name, address, status, VAT number etc.)
- Send or resend the invitation to the vendor
- Delete the vendor
- Edit vendor’s payment terms
- Go to other tabs of the vendor
Contents
General information
To start editing the vendor, press "Update". It will open the 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 the 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".
ProZ.com availability
If your vendor has ProZ.com account with the same email as in Protemos, the system will display the vendor availability:
Click "Show full calendar" to see your vendor's availability calendar on ProZ.com:
Default settings
To change the default currency, payment conditions for the vendor, and locale of vendor invoices press "Change default" in the Default settings section, and you will open the 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).
- Payment methods - payment methods of the vendor.
- Prices - the list of prices agreed with the vendor.
- Taxes - on this tab, you can create a custom taxes set for this vendor. Here you may also define which taxes set should be applied (whether custom or default one) for this particular vendor.
- Documents - intended for storing any documents related to the vendor.
