Difference between revisions of "Create vendor"
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==Primary user== | ==Primary user== | ||
| − | Use the | + | Use the '''Primary user''' section to enter the vendor’s contact person: |
| − | [[File: | + | [[File:Create vendor Primary user.png|border|700px]] |
| − | If you mark the | + | If you mark the '''Can login''' 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 '''<U>[[Vendor view page, General tab#Primary user|Vendor view page]]</U>'''. | You may leave the checkbox unmarked and send the invitation later from the '''<U>[[Vendor view page, General tab#Primary user|Vendor view page]]</U>'''. | ||
| − | Once the vendor is created, the system will bring you to | + | Once the vendor is created, the system will bring you to vendor's profile page where you can edit or add info about the vendor. |
==Vendor types== | ==Vendor types== | ||
Revision as of 11:12, 14 January 2019
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, specify if the vendor can be assigned to jobs regardless of whether the "Can login" option is set or not,
and define whether your vendor will be able to see their finances:
Assignability
If you mark the "Assignable" checkbox, the vendor can be assigned to jobs regardless of whether the "Can login" option is set or not.
Access to finances
You may hide 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.
Primary user
Use the Primary user section to enter the vendor’s contact person:
If you mark the Can login 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 vendor's profile page 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.
