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]'' |
---- | ---- | ||
+ | ==General info== | ||
− | This page is intended for entering | + | This page is intended for entering information about a new vendor. |
− | Use the | + | 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, |
− | + | and define whether your vendor will be able to see their finances: | |
− | |||
− | |||
− | [[File: | + | [[File:Create vendor gen info.png|border|900px]] |
− | + | ||
− | Once the vendor is created, the system will bring you to | + | ===Assignability=== |
+ | |||
+ | 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. | ||
+ | |||
+ | [[file:Update VP assignable_1.jpg|border|900px]] | ||
+ | |||
+ | ===Access to finances=== | ||
+ | |||
+ | You may hide vendor’s finances from the vendor by unchecking '''"Finances visible"''': | ||
+ | |||
+ | [[File:Update VP fin visible.jpg|border|900px]] | ||
+ | |||
+ | In that case, the vendor will only see jobs without payables, no invoices and payments. | ||
+ | |||
+ | ==Primary user== | ||
+ | |||
+ | Use the '''Primary user''' section to enter the vendor’s contact person: | ||
+ | |||
+ | [[File:Create vendor Primary user.png|border|700px]] | ||
+ | |||
+ | 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. | ||
+ | |||
+ | 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>'''. | ||
+ | |||
+ | <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> | ||
+ | |||
+ | 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. | ||
+ | |||
+ | ==Vendor types== | ||
Please note that that different vendor types have different fields: | Please note that that different vendor types have different fields: | ||
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|- | |- | ||
|Company | |Company | ||
− | |[[File: | + | |[[File:New vendor company type.jpg|border|300px]] |
|- | |- | ||
|Freelancer | |Freelancer | ||
− | |[[File: | + | |[[File:New vendor freelancer type.jpg|border|300px]] |
|- | |- | ||
|In-house | |In-house | ||
− | |[[File: | + | |[[File:New vendor in-house type.jpg|border|300px]] |
|} | |} | ||
− | For the company, | + | For the company, you'll be able to enter contact persons on the '''<U>[[Vendor view page, Contact persons tab|Contact persons tab]]</U>'''. |
− | |||
− | |||
− | For more info, please see [ | + | For more info, please see the '''<u>[[Vendor user manual]]</u>'''. |
Revision as of 12:41, 14 January 2019
New vendor page: http://cloud.protemos.com/vendor/add
General info
This page is intended for entering information about a new vendor.
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 "Can login" option is set or not,
and define whether your vendor will be able to see their finances:
Assignability
If you mark the "Assignable" checkbox, the vendor can be assigned to jobs regardless of whether the "Can login" option is set or not.
Access to finances
You may hide vendor’s finances from the vendor by unchecking "Finances visible":
In that case, the vendor will only see jobs without payables, no invoices and payments.
Primary user
Use the Primary user section to enter the vendor’s contact person:
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.
You may leave the checkbox unmarked and send the invitation later from the Vendor view 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.
Vendor types
Please note that that different vendor types have different fields:
Company | 300px |
Freelancer | 300px |
In-house | 300px |
For the company, you'll be able to enter contact persons on the Contact persons tab.
For more info, please see the Vendor user manual.