Difference between revisions of "Create vendor"
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This page is intended for entering the information about the new vendor. | This page is intended for entering the information about the new vendor. | ||
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| + | Use the "'''General info'''" section to enter general information about a vendor: | ||
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| + | [[File:New vendor general info.jpg|border|500px]] | ||
Use the "'''Primary user'''" section to enter the vendor’s contact person: | Use the "'''Primary user'''" section to enter the vendor’s contact person: | ||
| − | [[File: | + | [[File:New vendor general primary user.jpg|Border|500px]] |
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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. | 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. | ||
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You may leave the checkbox unmarked and send the invitation later from the '''<U>[[Vendor view page, General tab|Vendor view page]]</U>'''. | You may leave the checkbox unmarked and send the invitation later from the '''<U>[[Vendor view page, General tab|Vendor view page]]</U>'''. | ||
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Once the vendor is created, the system will bring you to them where you can edit or add info about the vendor. | Once the vendor is created, the system will bring you to them where you can edit or add info about the vendor. | ||
Revision as of 13:59, 26 October 2017
Vendor creation page: http://cloud.protemos.com/vendor/add
This page is intended for entering the information about the new vendor.
Use the "General info" section to enter general information about a vendor:
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.
Please note that that different vendor types have different fields:
| Company | 600px |
| Freelancer | 600px |
| In-house | 600px |
For the company, you’ll be able to enter contact persons on the special tab.
When you finish creating vendor, the system sends them an invitation to join your company on Protemos.
For more info, please see Vendor Quick Start Guide.
