Difference between revisions of "Create/import vendors"

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[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
 
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
  
  
'''There are 2 ways of adding vendors  on''' <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/vendor/index '''Vendors list page'''] </U> </span>:
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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:
  
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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'''":
  
1. Press <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/vendor/add '''New Vendor'''] </U> </span>, enter vendor info, and click '''Save'''.
 
  
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[[File:Create vendor button.png|border|1000px]]
  
[[File:adding new vendor.jpg|440px]]  
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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>:
  
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>.
 
  
 
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[[File:Import vendors button.png|border|1000px]]  
[[File:import  new vendor from excel.jpg|440px]]  
 
  
 
In this case, you’ll need to download the template, fill it with the vendor data and upload it to the system.
 
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,  
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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,  
  
track their POs and payments, and invoice you. Each of them gets a link to <U>  [https://protemos.com/assets/files/Protemos_Vendor_Quick_Start_Guide_En.pdf '''Vendor Quick Start Guide'''] </U>, so you won’t need to explain them anything.
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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>
  
  
For every vendor, you may add contact info,  <U>[[Vendor view page, Contact persons tab|'''contact persons''']]</U>  (if company), <U>[[Vendor view page, Prices tab|'''prices ''']]</U>  , and <U>[[Vendor view page, Documents tab|'''documents''']]</U>.  
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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>.  
  
 
You will be able to select the vendors when you  
 
You will be able to select the vendors when you  
<U>[[Project details, Jobs tab|'''assign job to them''']]</U>  ,
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<U>[[Job creation/editing|'''assign job to them''']]</U>  ,
<U>[[Vendor invoices list#Invoice creation|'''create vendor invoice''']]</U>  or   
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<U>[[Vendors payables list#Invoice creation|'''create vendor invoice''']]</U>  or   
 
<U>[[Vendor payment creation|'''enter vendor payment''']]</U>.
 
<U>[[Vendor payment creation|'''enter vendor payment''']]</U>.
  
  
  
For more info on vendors, please see our
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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]]
<U>[[Vendors|'''wiki pages''']]</U> .
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[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
 
[[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.