Difference between revisions of "Create vendor"
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===Access to finances=== | ===Access to finances=== | ||
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| + | You may hide vendor’s finances from a vendor by unchecking “Finances visible” in the vendor’s profile. In that case, the vendor will only see jobs without payables, no invoices and payments. | ||
==Primary user== | ==Primary user== | ||
Revision as of 11:57, 12 November 2018
New vendor page: http://cloud.protemos.com/vendor/add
General info
This page is intended for entering information about a new vendor.
Use the "General info" section to enter general information about a vendor:
Access to finances
You may hide vendor’s finances from a vendor by unchecking “Finances visible” in the vendor’s profile. In that case, the vendor will only see jobs without payables, no invoices and payments.
Primary user
Use the "Primary user" section to enter the vendor’s contact person:
If you mark the "Send invitation" checkbox, the system will send an invitation to the vendor to join your company on Protemos once you finish creating vendor.
You may leave the checkbox unmarked and send the invitation later from the Vendor view page.
Once the vendor is created, the system will bring you to them where you can edit or add info about the vendor.
Vendor types
Please note that that different vendor types have different fields:
| Company | 300px |
| Freelancer | 300px |
| In-house | 300px |
For the company, you'll be able to enter contact persons on the Contact persons tab.
For more info, please see the Vendor user manual.
