Difference between revisions of "Create vendor"

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(Primary user)
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''Vendor creation page: [http://cloud.protemos.com/vendor/add/ http://cloud.protemos.com/vendor/add]''
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''New vendor page: [http://cloud.protemos.com/vendor/add/ http://cloud.protemos.com/vendor/add]''
 
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==General info==
  
This page is intended for entering the information about the new vendor.
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This page is intended for entering information about a new vendor.
  
Use the "'''Primary user'''" section to enter the vendor’s contact person:
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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,
  
[[File:VC Primary user.png|"Primary user" section]]
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and define whether your vendor will be able to see their finances:
 
Use the "'''General info'''" section to enter general information about a vendor:
 
  
[[File:VC General info.png|"General info" section]]
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[[File:Create vendor gen info.png|border|900px]]
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Once the vendor is created, the system will bring you to them where you can edit or add info about the vendor.
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===Assignability===
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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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[[file:Update VP assignable_1.jpg|border|900px]]
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===Access to finances===
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You may hide vendor’s finances from the vendor by unchecking '''"Finances visible"''':
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[[File:Update VP fin visible.jpg|border|900px]]
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In that case, the vendor will only see jobs without payables, no invoices and payments.
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==Primary user==
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Use the '''Primary user''' section to enter the vendor’s contact person:
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[[File:Create vendor Primary user.png|border|700px]]
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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.
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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 view page]]</U>'''.
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<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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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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==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:VC company fields.png|Fields for company|400px]]
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  |[[File:New vendor company type.jpg|border|300px]]
 
  |-
 
  |-
 
  |Freelancer
 
  |Freelancer
  |[[File:VC freelancer fields.png|Fields for freelancer]]
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  |[[File:New vendor freelancer type.jpg|border|300px]]
 
  |-
 
  |-
 
  |In-house
 
  |In-house
  |[[File:VC in-house fields.png|Fields for in-house]]
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  |[[File:New vendor in-house type.jpg|border|300px]]
 
  |}  
 
  |}  
  
For the company, you’ll be able to enter contact persons on the special tab.
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For the company, you'll be able to enter contact persons on the '''<U>[[Vendor view page, Contact persons tab|Contact persons tab]]</U>'''.  
 
 
When you finish creating vendor, the system sends them an invitation to join your company on Protemos.  
 
  
For more info, please see [http://protemos.com/assets/files/Protemos_Vendor_Quick_Start_Guide_En.pdf Vendor Quick Start Guide].
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For more info, please see the '''<u>[[Vendor user manual]]</u>'''.

Revision as of 11:41, 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:

900px

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.

900px

Access to finances

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

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:

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 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.