Difference between revisions of "Create vendor"

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(General info)
(Primary user)
 
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''New vendor page: [http://cloud.protemos.com/vendor/add/ http://cloud.protemos.com/vendor/add]''
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''New vendor page: [https://cloud.protemos.com/vendor/create cloud.protemos.com/vendor/create]''
 
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==General info==
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There are two ways to add new vendors manually:
  
This page is intended for entering information about a new vendor.
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1. Click the '''Vendors''' menu on the top panel and then click '''New vendor''':
  
Use the '''General info''' section to enter general information about a vendor and define whether your vendor will be able to see their finances:
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[[File:Vendors - new vendor.png|border|150px]]
  
[[File:Create vendor gen info.png|border|900px]]
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2. Or you may go to '''Vendors → Vendors''':
  
===Access to finances===
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[[File:Vendors.png|border|150px]]
  
You may hide vendor’s finances from the vendor by unchecking '''"Finances visible"''':
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Then click the "'''New vendor'''" button:  
  
[[File:Add vendor finances checkbox.jpg|border|500px]]
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[[file:Create vendor button.png|border|1000px]]
  
In that case, the vendor will only see jobs without payables, no invoices and payments.
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In both cases, you will be redirected to the '''New vendor''' page which consists of the sections described below.
  
==Primary user==
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=='''General info'''==
  
Use the "'''Primary user'''" section to enter the vendor’s contact person:
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This section is intended for entering general information about a new vendor.
  
[[File:New vendor general primary user.jpg|border|500px]]
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Here you can also specify if the vendor can be assigned to jobs regardless of whether the [[Create vendor#Primary user|'''"<U>Can log in</U>"''']] option is set or not, and define whether your vendor will be able to see their finances:
  
If you mark the "'''Send invitation'''" checkbox, the system will send an invitation to the vendor to join your company on Protemos once you finish creating vendor.
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[[File:New vendor (general info section).png|border|1070px]]
  
You may leave the checkbox unmarked and send the invitation later from the '''<U>[[Vendor view page, General tab|Vendor view page]]</U>'''.
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==='''Vendor types'''===
 
Once the vendor is created, the system will bring you to them where you can edit or add info about the vendor.
 
  
==Vendor types==
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In Protemos, there are three types of vendors:
  
Please note that that different vendor types have different fields:
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*'''Company''' is a contractor company;
{| border="1"
 
|-
 
|Company
 
|[[File:New vendor company type.jpg|border|300px]]
 
|-
 
|Freelancer
 
|[[File:New vendor freelancer type.jpg|border|300px]]
 
|-
 
|In-house
 
|[[File:New vendor in-house type.jpg|border|300px]]
 
|}
 
  
For the company, you'll be able to enter contact persons on the '''<U>[[Vendor view page, Contact persons tab|Contact persons tab]]</U>'''.
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*'''Freelancer''' is a non-staff employee;
  
For more info, please see the '''<u>[[Vendor user manual]]</u>'''.
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*'''In-house''' is a staff employee who works in your office.
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 +
=='''Primary user'''==
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 +
Use the '''Primary user''' section to enter the vendor’s contact person:
 +
 
 +
[[File:New vendor (primary user section).1.png|border|1070px]]
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 +
<span style="color:orange">'''Note:'''</span> If you mark the '''"Can log in"''' checkbox, the system will send an invitation to the vendor to join your company on Protemos once you finish creating vendor. Please find more info '''<U>[[How to add a vendor account|here]]</U>'''.
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You may leave the checkbox unmarked and send the invitation later from the '''<U>[[Vendor view page, General tab#Primary user|Vendor profile]]</U>''' page.
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<span style="color:orange">''' Note:'''</span> You can always disable or enable access to the account for a particular vendor in the '''<U>[[Vendor view page, General tab#Primary user|Primary user]]</U>''' section of the corresponding vendor profile.
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Once the vendor is created, the system will bring you to the vendor profile page where you can edit or add info about the vendor.
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 +
=='''Assignability'''==
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If you mark the '''"Assignable to jobs"''' checkbox when creating a vendor profile, the vendor can be assigned to jobs. This feature works regardless of whether the [[Create vendor#Primary user|'''"<U>Can log in</U>"''']] option is enabled or not.
 +
 
 +
[[File:New vendor (assignable to jobs).png|border|1070px]]
 +
 
 +
=='''Access to finances'''==
 +
 
 +
You may hide the vendor’s finances from the vendor by unchecking '''"Finances visible"''':
 +
 
 +
[[File:New vendor (access to finances).png|border|1070px]]
 +
 
 +
In that case, the vendor will only see jobs without payables, no invoices and payments, and won't receive any finance-related notifications.
 +
 
 +
[[File:Redirect.jpg|40px|link=Create vendor]] Back to the '''Create vendor''' page.

Latest revision as of 15:11, 14 October 2022

New vendor page: cloud.protemos.com/vendor/create


There are two ways to add new vendors manually:

1. Click the Vendors menu on the top panel and then click New vendor:

Vendors - new vendor.png

2. Or you may go to Vendors → Vendors:

Vendors.png

Then click the "New vendor" button:

Create vendor button.png

In both cases, you will be redirected to the New vendor page which consists of the sections described below.

General info

This section is intended for entering general information about a new vendor.

Here you can also specify if the vendor can be assigned to jobs regardless of whether the "Can log in" option is set or not, and define whether your vendor will be able to see their finances:

New vendor (general info section).png

Vendor types

In Protemos, there are three types of vendors:

  • Company is a contractor company;
  • Freelancer is a non-staff employee;
  • In-house is a staff employee who works in your office.

Primary user

Use the Primary user section to enter the vendor’s contact person:

New vendor (primary user section).1.png

Note: If you mark the "Can log in" checkbox, the system will send an invitation to the vendor to join your company on Protemos once you finish creating vendor. Please find more info here.

You may leave the checkbox unmarked and send the invitation later from the Vendor profile page.

Note: You can always disable or enable access to the account for a particular vendor in the Primary user section of the corresponding vendor profile.

Once the vendor is created, the system will bring you to the vendor profile page where you can edit or add info about the vendor.

Assignability

If you mark the "Assignable to jobs" checkbox when creating a vendor profile, the vendor can be assigned to jobs. This feature works regardless of whether the "Can log in" option is enabled or not.

New vendor (assignable to jobs).png

Access to finances

You may hide the vendor’s finances from the vendor by unchecking "Finances visible":

New vendor (access to finances).png

In that case, the vendor will only see jobs without payables, no invoices and payments, and won't receive any finance-related notifications.

Redirect.jpg Back to the Create vendor page.