Difference between revisions of "Vendor view page, General tab"
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<span style="color:red"> Note: You cannot delete vendors with recorded jobs. But you may disable access to their accounts.</span> | <span style="color:red"> Note: You cannot delete vendors with recorded jobs. But you may disable access to their accounts.</span> | ||
| − | ==Primary user== | + | =='''Primary user'''== |
In this section, you can view and edit basic information about the primary user, disable vendor access to the account, and send\resend an invitation to the vendor: | In this section, you can view and edit basic information about the primary user, disable vendor access to the account, and send\resend an invitation to the vendor: | ||
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[[file:VP primary.jpg|border|1100px]] | [[file:VP primary.jpg|border|1100px]] | ||
| − | You may send | + | * You may send the invitation to the vendor by pressing '''"Send invitation"''' (the button is available if you haven't sent the invitation). |
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| + | *'''"Disable login"''' - disables vendor access to the account. | ||
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| + | *'''"Resend invitation''' - you may resend the invitation to the vendor by pressing this button. | ||
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| + | *'''<U>[[Update vendor details#General information|"Update"]]</U>''' - press it to start editing general information about your vendor. | ||
| + | |||
| + | *'''"Delete"''' - deletes the vendor. | ||
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| + | <span style="color:red"> Note: You cannot delete vendors with recorded jobs. But you may disable access to their accounts.</span> | ||
=='''Default settings'''== | =='''Default settings'''== | ||
Revision as of 11:38, 20 December 2018
Vendor view page – General tab: http://cloud.protemos.com/vendor/view?id=ХХХХ (replace XXXX with a valid number)
On this tab, you can:
- View and edit basic info about the vendor (e.g. name, address, status, VAT number etc.)
- Send or resend the invitation to the vendor
- Delete the vendor
- Edit vendor’s payment terms
- Go to other tabs of the vendor
This tab consists of several sections, and each of them is described below.
Contents
General information
To start editing a vendor, press "Update". It will open the Update vendor details page.
To delete the vendor from your database, press "Delete".
Please note that you cannot delete the vendor with recorded jobs. But you may deactivate the vendor on the Update vendor details page.
You may send an invitation to the vendor by pressing "Send invitation" (the button is available if you haven't sent the invitation).
You may resend the invitation to the vendor by pressing "Resend invitation".
Coming soon:
In the General info section, you can view and edit basic info about the vendor, add necessary tags and follow the vendor related objects by using the Quick links option:
- "Quick links" - by using this option, you can check all the vendor-related jobs, payables, invoices, and payments at a glance.
- "Manage tags" - allows you to manage and add necessary tags to the vendor in order to classify or group them etc.
- "Update" - press it to start editing general information about your vendor.
- "Delete" - deletes the vendor.
Note: You cannot delete vendors with recorded jobs. But you may disable access to their accounts.
Primary user
In this section, you can view and edit basic information about the primary user, disable vendor access to the account, and send\resend an invitation to the vendor:
- You may send the invitation to the vendor by pressing "Send invitation" (the button is available if you haven't sent the invitation).
- "Disable login" - disables vendor access to the account.
- "Resend invitation - you may resend the invitation to the vendor by pressing this button.
- "Update" - press it to start editing general information about your vendor.
- "Delete" - deletes the vendor.
Note: You cannot delete vendors with recorded jobs. But you may disable access to their accounts.
Default settings
To change the default currency, payment conditions for the vendor, and locale of vendor invoices press "Change default" in the Default settings section, and you will open the Change default settings page:
Links of vendor profiles to ProZ.com profiles
If your vendor has ProZ.com account with the same email as in Protemos, the system will display a link to that account on the vendor entry page:
You may view the vendor profile on ProZ.com by clicking this link:
ProZ.com availability (coming soon)
If your vendor has ProZ.com account with the same email as in Protemos and the profile has a public availability calendar, then the system will display the vendor availability:
Click "Show full calendar" to see your vendor's availability calendar on ProZ.com:
Other tabs on the page
- Primary user - the first contact person of the vendor.
- Contact persons - the list of vendor’s contact persons (available if the vendor is a Company).
- Payment methods - payment methods of the vendor.
- Prices - the list of prices agreed with the vendor.
- Taxes - on this tab, you can create a custom taxes set for this vendor. Here you may also define which taxes set should be applied (whether custom or default one) for this particular vendor.
- Documents - intended for storing any documents related to the vendor.
