Difference between revisions of "Vendors list"

Revision as of 10:34, 14 October 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.

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

• Name — displays vendors with the name containing the specified symbols combination.

• Types — displays vendors of the specified type (Company, Freelancer, In-house).

• Primary user name — displays vendors with the primary user name containing the specified symbols combination.

• Primary user email — displays vendors with the email containing the specified symbols combination.

• Country — displays vendors from the specific country.

• City — displays vendors from the specific city.

• Services — displays only the vendors with the specified service(s).

• Language pair — displays only the vendors with the selected language pair.

• Specialization — displays only the vendors with the specified specialization(s).

• Vendor tags (all) — displays only the vendors with tags containing the specified symbols combination. This filter uses the "and" principle (for instance, if 2 tags are entered, only vendors with both tags will be displayed).

• Vendor tags (any) — displays only the vendors with tags containing the specified symbols combination. This filter uses the "or" principle (if several tags are entered, vendors with at least one tag will be displayed).

• Note — displays only the vendors with notes containing the specified symbols combination.

• Finances visible — displays vendors with or without access to finances 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).

• Is assignable — displays vendors that can or cannot be assigned to jobs 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:

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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.

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