Difference between revisions of "Create/import vendors"

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[[File:new vendor adding n.jpg|border|440px]]  
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[[File:Create vendor button.png|border|1000px]]  
  
 
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>:  
  
  
[[File:new vendor adding from xls n.jpg|border|440px]]  
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[[File:Import vendors button.png|border|1000px]]  
  
 
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.
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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]].
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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]]
  
  
 
[[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.