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. | ||
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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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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. | ||
Revision as of 10:13, 9 August 2017
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 .
Back to the Quick Start Guide main page.
