Difference between revisions of "Create vendor"

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(General info)
(Primary user)
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This page is intended for entering information about a new vendor.
 
This page is intended for entering information about a new vendor.
  
Use the "'''General info'''" section to enter general information about a vendor:
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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:New vendor general info.jpg|border|500px]]
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and define whether your vendor will be able to see their finances:
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[[File:Create vendor gen info.png|border|900px]]
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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]]
  
 
===Access to finances===
 
===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.
  
 
==Primary user==
 
==Primary user==
  
Use the "'''Primary user'''" section to enter the vendor’s contact person:
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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.
  
[[File:New vendor general primary user.jpg|border|500px]]
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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>'''.
  
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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<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>
  
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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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.
 
Once the vendor is created, the system will bring you to them where you can edit or add info about the vendor.
 
  
 
==Vendor types==
 
==Vendor types==

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.