Difference between revisions of "Create/import vendors"
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| − | '''There are 2 ways of adding vendors on''' <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor/index '''Vendors list '''] </U> </span> page: | + | '''There are 2 ways of adding vendors on the ''' <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor/index '''Vendors list '''] </U> </span> page: |
1. Press <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor/add "'''New vendor'''"] </U> </span>, enter vendor info, and click "'''Save'''". | 1. Press <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor/add "'''New vendor'''"] </U> </span>, enter vendor info, and click "'''Save'''". | ||
Revision as of 10:57, 8 November 2017
Back to the Quick Start Guide main page.
There are 2 ways of adding vendors on the Vendors list page:
1. Press "New vendor" , enter vendor info, and click "Save".
2. Import many vendors at once by clicking Import from Excel .
In this case, you’ll need to download the template, fill it with the vendor data and upload it to the system.
Note! When you create vendors system sends them invitations, and they can log into your system to accept and deliver your jobs,
track their POs and payments, and invoice you. Each of them gets a link to Vendor user manual , so you won’t need to explain them anything.
For every vendor, you may add contact info, contact persons (if company), prices , and documents.
You will be able to select the vendors when you assign job to them , create vendor invoice or enter vendor payment.
For more info on vendors, please see our wiki pages .
Back to the Quick Start Guide main page.
