Difference between revisions of "Create vendor"

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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]''
 
----
 
----
  
 
There are two ways to add new vendors manually:
 
There are two ways to add new vendors manually:
  
1. Press the '''Vendors''' menu on the top panel and then click '''New vendor''':
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1. Click the '''Vendors''' menu on the top panel and then click '''New vendor''':
  
[[File:Vendors new menu.png|border|150px]]
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[[File:Vendors - new vendor.png|border|150px]]
  
2. Or you may go to '''Vendors=>Vendors list''':
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2. Or you may go to '''Vendors Vendors''':
  
[[File:Vendors list menu.png|border|150px]]
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[[File:Vendors.png|border|150px]]
  
Then press the "'''New vendor'''" button:  
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Then click the "'''New vendor'''" button:  
  
[[file:New vendor button.jpg|border|1000px]]
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[[file:Create vendor button.png|border|1000px]]
  
In both cases, you will be redirected to the '''New vendor''' page which consists of the sections described below.  
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In both cases, you will be redirected to the '''New vendor''' page which consists of the sections described below.
  
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=='''General info'''==
  
==General info==
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This section is intended for entering general information about a new vendor.
  
This page is intended for entering information about a new vendor.
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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:
  
Use the '''General info''' section to enter general information about a vendor, specify if the vendor can be assigned to jobs regardless of whether the <U>[[Create vendor#Primary user|'''"Can login"''']]</U> option is set or not,
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[[File:New vendor (general info section).png|border|1070px]]
  
and define whether your vendor will be able to see their finances:
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==='''Vendor types'''===
  
[[File:Create vendor gen info.png|border|900px]]
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In Protemos, there are three types of vendors:
  
===Assignability===
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*'''Company''' is a contractor company;
  
If you mark the '''"Assignable"''' checkbox, the vendor can be assigned to jobs regardless of whether the <U>[[Create vendor#Primary user|'''"Can login"''']]</U> option is set or not.
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*'''Freelancer''' is a non-staff employee;
  
[[file:Update VP assignable_1.jpg|border|900px]]
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*'''In-house''' is a staff employee who works in your office.
  
===Access to finances===
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=='''Primary user'''==
  
You may hide vendor’s finances from the vendor by unchecking '''"Finances visible"''':
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Use the '''Primary user''' section to enter the vendor’s contact person:
  
[[File:Update VP fin visible.jpg|border|900px]]
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[[File:New vendor (primary user section).1.png|border|1070px]]
  
In that case, the vendor will only see jobs without payables, no invoices and payments.
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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>'''.  
  
==Primary user==
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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.
  
Use the '''Primary user''' section to enter the vendor’s contact person:
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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.
  
[[File:Create vendor Primary user.png|border|700px]]
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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.
  
<span style="color:red">'''Note''': If you mark the '''Can login''' 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>''')''. </span>
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=='''Assignability'''==
  
You may leave the checkbox unmarked and send the invitation later from the '''<U>[[Vendor view page, General tab#Primary user|Vendor view page]]</U>'''.
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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.
  
<span style="color:red">''' Note''': 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.</span>
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[[File:New vendor (assignable to jobs).png|border|1070px]]
  
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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=='''Access to finances'''==
  
==Vendor types==
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You may hide the vendor’s finances from the vendor by unchecking '''"Finances visible"''':
  
Please note that that different vendor types have different fields:
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[[File:New vendor (access to finances).png|border|1070px]]
{| 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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In that case, the vendor will only see jobs without payables, no invoices and payments, and won't receive any finance-related notifications.
  
For more info, please see the '''<u>[[Vendor user manual]]</u>'''.
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[[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.