Difference between revisions of "Vendors list"
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[[File:Button new vendocr.png|border|900px]] | [[File:Button new vendocr.png|border|900px]] | ||
| − | If you need to create one vendor, | + | If you need to create one vendor, click '''"New vendor"'''. It will open the '''<u>[[Create vendor|New vendor]]</u>''' page. |
| − | If you have a large list of vendors and want to import it quickly, | + | If you have a large list of vendors and want to import it quickly, click '''"Import from Excel"'''. It will open the '''<u>[[Import vendors from Excel|Import vendors ]]</u>''' page. |
=='''Search vendors with filters'''== | =='''Search vendors with filters'''== | ||
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If you want to hide or display some vendors from the list, you may apply filters. | If you want to hide or display some vendors from the list, you may apply filters. | ||
| − | You can hide or display filter fields by | + | You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|20px]] button in the upper right corner: |
[[File:Vendors filters1.png|border|1000px]] | [[File:Vendors filters1.png|border|1000px]] | ||
| − | So you can enter the data into the appropriate fields and | + | So you can enter the data into the appropriate fields and click '''"Apply"'''. |
If the filter is applied, the header turns blue: | If the filter is applied, the header turns blue: | ||
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[[File:14.png|border|900px]] | [[File:14.png|border|900px]] | ||
| − | You may hide the filter interface by | + | You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button. |
<span style="color:red">'''Note''':</span> The hidden filter remains activated. | <span style="color:red">'''Note''':</span> The hidden filter remains activated. | ||
| − | You can expand the hidden filter back by | + | You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again. |
<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page. | <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page. | ||
| − | To inactivate the filter, | + | To inactivate the filter, click the '''"Clear"''' button. |
The header color will turn to gray, which means that no filter is not applied: | The header color will turn to gray, which means that no filter is not applied: | ||
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=='''Export to Excel'''== | =='''Export to Excel'''== | ||
| − | You can export all the displayed table of vendors to Excel by | + | You can export all the displayed table of vendors to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table: |
[[File:Vendor list Export.png|border|1100px]] | [[File:Vendor list Export.png|border|1100px]] | ||
Revision as of 08:22, 13 September 2022
Vendors list page: http://cloud.protemos.com/vendor/index
On this page you can:
- Create new vendors and import them from Excel.
- View the list of vendors and search vendors with filters.
- Open each vendor profile for editing.
- Export all the displayed table of vendors to Excel.
Contents
Create and import vendors
If you need to create one vendor, click "New vendor". It will open the New vendor page.
If you have a large list of vendors and want to import it quickly, click "Import from Excel". It will open the Import vendors page.
Search vendors with filters
By default, you can see all the vendors in your database, 50 per page.
If you want to hide or display some vendors from the list, you may apply filters.
You can hide or display filter fields by clicking the 
button in the upper right corner:
So you can enter the data into the appropriate fields and click "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by clicking the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by clicking again.
Note: The applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, click the "Clear" button.
The header color will turn to gray, which means that no filter is not applied:
Vendor filters
- Code — displays vendors with the code containing the specified symbols combination.
- Company name — displays vendors with the company name containing the specified symbols combination.
- Primary user — displays vendors with the primary username containing the specified symbols combination.
- Email — displays vendors with the email containing the specified symbols combination.
- Country — displays vendors from the specific country.
- Specialization — displays only the vendors with the specified specialization.
- Language pair — displays only the vendors with the selected language pair.
- Types — displays vendors of the specified type (Company, Freelancer, In-house).
- Note — displays only the vendors with notes containing the specified symbols combination.
- Tag — displays only the vendors with tags containing the specified symbols combination.
- Assignable — displays vendors that can or cannot be assigned to jobs in accordance with the filter value applied (Yes, No). More details here.
- Occupied — displays vendors with or without active jobs in accordance with the filter value applied (Yes, No).
- Finances visible — displays vendors with or without access to finances in accordance with the filter value applied (Yes, No). More details here.
- Can log in — displays vendors with or without access to their accounts in accordance with the filter value applied (Yes, No). More details here.
Open vendor profile for editing or reviewing
You can open vendor profiles by clicking on their names in the Primary user and Company name (if a vendor is a Company) columns:
Export to Excel
You can export all the displayed table of vendors to Excel by clicking the "Export to Excel" button over the upper right corner of the table:
Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.
Back to the table of contents.
