Difference between revisions of "Create/import clients"

From Protemos Wiki
Jump to: navigation, search
 
(47 intermediate revisions by 3 users not shown)
Line 1: Line 1:
−
[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page
+
[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.
  
 +
'''There are 2 ways of adding clients on''' the [https://cloud.protemos.com/client/index <U>'''Clients list'''</U>]:
  
−
There are 2 ways of adding vendors  on <U>  [https://cloud.protemos.com/vendor/index '''Vendors list page'''] </U>:
+
1. Click [https://cloud.protemos.com/client/create <U>'''New client'''</U>], enter client info, and click "'''Save'''":
  
−
1. Press <U>  [https://cloud.protemos.com/vendor/add '''New Vendor'''] </U>, enter vendor info, and click save.
+
[[File:New client.png|border|400px]]  
  
−
2. Import many vendors at once by clicking <U>  [https://cloud.protemos.com/vendor-import/index '''Import from Excel'''] </U>.
+
2. Import many clients at once by clicking <U>  [https://cloud.protemos.com/client-import/index'''Import from Excel'''] </U>:
  
−
In this case you’ll need to download the template, fill it with the vendor data and upload it to the system.
+
[[File:Import from excel.png|border|400px]]
  
 +
In this case, you’ll need to download the template, fill it with the client 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,
+
For every client, you may add contact info, <U>[[Client view page – Contact persons tab|'''contact persons''']]</U>, <U>[[Client view page – Prices tab|'''prices''']]</U> , <U>[[Client view page – Taxes tab|'''taxes''']]</U> and <U>[[Client view page – Documents tab|'''documents''']]</U>.
  
−
track their POs and payments, and invoice you. Each of them gets a link to <span style="background-color:yellow"> Vendor Quick Start Guide </span>, so you won’t need to explain them anything.
+
You will be able to select the client when you create <U>[[Create quote|'''quote''']]</U>, <U>[[New project|'''project''']]</U>, <U>[[Client invoices list#Invoice creation|'''invoice''']]</U> or <U>[[Create_client_payment|'''payment''']]</U>.
  
−
For every vendor, you may add contact info, <span style="background-color:yellow"> contact persons </span> (if company), <span style="background-color:yellow"> prices </span>, and <span style="background-color:yellow"> documents </span>.  
+
For more info on clients, please see our <U>[[Clients|'''wiki pages''']]</U> or our video tutorial [[File:YT client.png|60px|link=https://youtu.be/e23OdYfLewc]]
−
You will be able to select the vendors when you
 
  
−
<span style="background-color:yellow"> assign job to them </span>,<span style="background-color:yellow"> create vendor invoice </span> or <span style="background-color:yellow"> enter vendor payment </span>.
+
[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.
−
 
 
−
 
 
−
 
 
−
For more info on clients, please see our <span style="background-color:yellow"> wiki pages </span>.
 

Latest revision as of 16:26, 28 February 2023

Redirect.jpg Back to the Quick Start Guide main page.

There are 2 ways of adding clients on the Clients list:

1. Click New client, enter client info, and click "Save":

New client.png

2. Import many clients at once by clicking Import from Excel :

Import from excel.png

In this case, you’ll need to download the template, fill it with the client data and upload it to the system.

For every client, you may add contact info, contact persons, prices , taxes and documents.

You will be able to select the client when you create quote, project, invoice or payment.

For more info on clients, please see our wiki pages or our video tutorial YT client.png

Redirect.jpg Back to the Quick Start Guide main page.

Retrieved from "https://wiki.protemos.com/index.php?title=Create/import_clients&oldid=24499"