Difference between revisions of "Create/import vendors"

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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, Prices tab|'''prices ''']]</U>  , and <U>[[Vendor view page, Documents tab|'''documents''']]</U>.  
 
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>.  
 +
 
You will be able to select the vendors when you  
 
You will be able to select the vendors when you  
  
<U>[[Job creation/editing|'''assign job to them''']]</U>  ,<span style="background-color:yellow"> create vendor invoice </span> or <span style="background-color:yellow"> enter vendor payment </span>.
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<U>[[Job creation/editing|'''assign job to them''']]</U>  ,
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<U>[[Vendor invoices list|'''create vendor invoice''']]</U>  
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or <span style="background-color:yellow"> enter vendor payment </span>.
  
  
  
 
For more info on vendors, please see our <span style="background-color:yellow"> wiki pages </span>.
 
For more info on vendors, please see our <span style="background-color:yellow"> wiki pages </span>.

Revision as of 16:37, 26 July 2017

Redirect.jpg Back to the Quick Start Guide main page


There are 2 ways of adding vendors on Vendors list page :


1. Press New Vendor , enter vendor info, and click save.

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

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 Vendor Quick Start Guide , so you won’t need to explain them anything.


For every vendor, you may add contact info, contact persons (if company), prices , 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 .