Difference between revisions of "Quick action buttons"

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Below you can see the links to quick actions. You may use them instead of menu items in Protemos.
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Below you can see the buttons for quick actions. You may use them instead of menu items in Protemos.
  
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'''Main objects creation'''
  
'''Items'''
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[[File:HT quote1.jpg|122px|link=https://cloud.protemos.com/quote/create]] [[File:HT project.jpg|122px|link=https://cloud.protemos.com/project/create]] [[File:HT Project template.jpg|200px|link=https://cloud.protemos.com/project-template/create]] [[File:HT client.jpg|122px|link=https://cloud.protemos.com/client/add]] [[File:HT vendor.jpg|122px|link=https://cloud.protemos.com/vendor/add]]
  
[[File:HT quote.jpg|100px|link=https://cloud.protemos.com/quote/create]] [[File:HT quote.jpg|100px|link=https://cloud.protemos.com/project/create]][[image:Empty square.jpg|20px|link=]][[File:HT quote.jpg|100px|link=https://cloud.protemos.com/client/add]]<br>[[File:HT quote.jpg|100px|link=https://cloud.protemos.com/vendor/add]] [[File:HT quote.jpg|100px|link=https://cloud.protemos.com/user/add]]
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'''Finance items creation'''
  
'''Finances'''
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[[File:HT Invoice for client.jpg|200px|link=https://cloud.protemos.com/project-receivable/index]] [[File:HT payment from client.jpg|200px|link=https://cloud.protemos.com/client-payment/create]] [[File:HT invoice for vendor.jpg|200px|link=https://cloud.protemos.com/payable/index]]
  
*Invoice for client
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[[File:HT payment to vendor.jpg|200px|link=https://cloud.protemos.com/vendor-payment/index]] [[File:HT Client price.jpg|122px|link=https://cloud.protemos.com/client-price/create]] [[File:HT vendor price.jpg|122px|link=https://cloud.protemos.com/vendor-price/create]]
  
*Payment from client
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'''System values creation'''
  
*Invoice for vendor
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[[File:HT Language pair.jpg|200px|link=https://cloud.protemos.com/lang/create]] [[File:HT Service.jpg|122px|link=https://cloud.protemos.com/service/create]] [[File:HT Specialization.jpg|200px|link=https://cloud.protemos.com/spec/create]]
  
*Payment to vendor
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[[File:HT Unit.jpg|122px|link=https://cloud.protemos.com/unit/create]] [[File:HT Currency.jpg|122px|link=https://cloud.protemos.com/currency/create]] [[File:HT Tax.jpg|122px|link=https://cloud.protemos.com/tax/create]] [[File:HT CAT log template.jpg|200px|link=https://cloud.protemos.com/cat-log-template/create]]
  
*Client price
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'''Creation from SmartCAT''' (available if integration is enabled)
  
*Vendor price
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[[File:HT quote1.jpg|122px|link=https://cloud.protemos.com/quote/smartcat-create-from-list]] [[File:HT project.jpg|122px|link=https://cloud.protemos.com/project/smartcat-create-from-list]]
 
 
*Payment method
 
 
 
'''System'''
 
 
 
*Language pair
 
 
 
*Service
 
 
 
*Specialization Unit
 
 
 
*Currency
 
 
 
*Tax
 
 
 
*CAT log template
 
 
 
'''Creation from SmartCAT'''
 
 
 
*Quote
 
 
 
*Project
 
  
 
'''Import'''
 
'''Import'''
  
*Clients
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[[File:HT Clients.jpg|122px|link=https://cloud.protemos.com/client-import/index]] [[File:HT Vendors.jpg|122px|link=https://cloud.protemos.com/vendor-import/index]]
 
 
*Vendors
 

Latest revision as of 15:53, 20 December 2021

Below you can see the buttons for quick actions. You may use them instead of menu items in Protemos.

Main objects creation

HT quote1.jpg HT project.jpg HT Project template.jpg HT client.jpg HT vendor.jpg

Finance items creation

HT Invoice for client.jpg HT payment from client.jpg HT invoice for vendor.jpg

HT payment to vendor.jpg HT Client price.jpg HT vendor price.jpg

System values creation

HT Language pair.jpg HT Service.jpg HT Specialization.jpg

HT Unit.jpg HT Currency.jpg HT Tax.jpg HT CAT log template.jpg

Creation from SmartCAT (available if integration is enabled)

HT quote1.jpg HT project.jpg

Import

HT Clients.jpg HT Vendors.jpg