Difference between revisions of "Create vendor"

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  |-
 
  |-
 
  |Company
 
  |Company
  |[[File:VC company fields.png|Fields for company|600px]]
+
  |[[File:New vendor company type.jpg|border|300px]]
 
  |-
 
  |-
 
  |Freelancer
 
  |Freelancer
  |[[File:VC freelancer fields.png|Fields for freelancer|600px]]
+
  |[[File:New vendor freelancer type.jpg|border|300px]]
 
  |-
 
  |-
 
  |In-house
 
  |In-house
  |[[File:VC in-house fields.png|Fields for in-house|600px]]
+
  |[[File:New vendor in-house type.jpg|border|300px]]
 
  |}  
 
  |}  
  
 
For the company, you’ll be able to enter contact persons on the special tab.  
 
For the company, you’ll be able to enter contact persons on the special tab.  
  
When you finish creating vendor, the system sends them an invitation to join your company on Protemos.
+
For more info, please see the '''<u>[[Vendor user manual]]</u>'''.
 
 
For more info, please see <u>[http://protemos.com/assets/files/Protemos_Vendor_Quick_Start_Guide_En.pdf Vendor Quick Start Guide]</u>.
 

Revision as of 14:16, 26 October 2017

Vendor creation page: http://cloud.protemos.com/vendor/add



This page is intended for entering the information about the new vendor.

Use the "General info" section to enter general information about a vendor:

500px

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

500px

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.

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


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

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 special tab.

For more info, please see the Vendor user manual.