Difference between revisions of "Create vendor"

From Protemos Wiki
Jump to: navigation, search
Line 10: Line 10:
 
2. Or you may go to '''Vendors=>Vendors list''':
 
2. Or you may go to '''Vendors=>Vendors list''':
  
[[File:Vendors list menu.png|border|150px]]
+
[[File:Vendors list menu new.png|border|150px]]
  
 
Then press the "'''New vendor'''" button:  
 
Then press the "'''New vendor'''" button:  

Revision as of 09:45, 3 September 2019

New vendor page: http://cloud.protemos.com/vendor/add


There are two ways to add new vendors manually:

1. Press the Vendors menu on the top panel and then click New vendor:

150px

2. Or you may go to Vendors=>Vendors list:

150px

Then press 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:

1000px

Primary user

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

1000px

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" checkbox, the vendor can be assigned to jobs regardless of whether the "Can log in" 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, and won't receive any finance-related notifications.

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.

Please note that different vendor types have different fields to fill in:

Company 900px
Freelancer 900px
In-house 900px

For the Company, you'll be able to enter contact persons on the Contact persons tab.