Difference between revisions of "Create/import vendors"

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[[File:Redirect.jpg|40px|link=https://wiki.protemos.com/wiki/Quick_start_guide]] Back to the '''Quick Start Guide''' main page
 
  
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[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
  
There are 2 ways of adding vendors  on <U>  [https://cloud.protemos.com/vendor/index '''Vendors list page'''] </U>:
 
  
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'''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 <U>  [https://cloud.protemos.com/vendor/add '''New Vendor'''] </U>, enter vendor info, and click save.
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1. Press <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/vendor/add "'''New vendor'''"] </U> </span>, enter vendor info, and click "'''Save'''":
  
2. Import many vendors at once by clicking <U>  [https://cloud.protemos.com/vendor-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.
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[[File:Create vendor button.png|border|1000px]]
  
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2. Import many vendors at once by clicking <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/vendor-import/index '''Import from Excel'''] </U> </span>:
  
'''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 <span style="background-color:yellow"> Vendor Quick Start Guide </span>, so you won’t need to explain them anything.
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[[File:Import vendors button.png|border|1000px]]
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In this case, you’ll need to download the template, fill it with the vendor data and upload it to the system.
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<span style="color:red"> '''Note!''' When you create vendors system sends them invitations, and they can log into your system to accept and deliver your jobs,
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<span style="color:red"> track their POs and payments, and invoice you. Each of them gets a link to the <U> [[Vendor user manual| '''Vendor user manual''']] </U>, so you won’t need to explain them anything. </span>
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For every vendor, you may add contact info,  <U>[[Vendor view page, Contact persons tab|'''contact persons''']]</U>  (if company), <U>[[Vendor view page, Payment methods tab|'''payment methods''']]</U>, <U>[[Vendor view page, Prices tab|'''prices ''']]</U>  , <U>[[Vendor view page, Taxes tab|'''taxes''']]</U>, and <U>[[Vendor view page, Documents tab|'''documents''']]</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>.
 
 
You will be able to select the vendors when you  
 
You will be able to select the vendors when you  
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<U>[[Job creation/editing|'''assign job to them''']]</U>  ,
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<U>[[Vendors payables list#Invoice creation|'''create vendor invoice''']]</U>  or 
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<U>[[Vendor payment creation|'''enter vendor payment''']]</U>.
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<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>.
 
  
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For more info on vendors, please see our <U>[[Vendors|'''wiki pages''']]</U> or our video tutorial [[File:youtube.jpg|40px|link=https://youtu.be/zvtCOvSUeN8]]
  
  
For more info on vendors, please see our <span style="background-color:yellow"> wiki pages </span>.
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[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.

Revision as of 08:30, 29 August 2019

Redirect.jpg 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":


Create vendor button.png

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


Import vendors button.png

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 the Vendor user manual , so you won’t need to explain them anything.


For every vendor, you may add contact info, contact persons (if company), payment methods, prices , taxes, 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 or our video tutorial 40px


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