Difference between revisions of "Update vendor details"

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(Assignability)
 
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To update your vendor details, open the respective vendor profile and press '''"Update"''' to display the '''Update vendor''' page:
 
To update your vendor details, open the respective vendor profile and press '''"Update"''' to display the '''Update vendor''' page:
  
[[File:Udtae vendor details.png|border|700px]]  
+
[[File:2020-07-17 101953.png|border|700px]]  
  
 
Here you can update general info about the vendor (e.g. type, name, address, VAT number, language pairs, specializations, etc.), information about vendor’s primary user, and define their access to finances.  
 
Here you can update general info about the vendor (e.g. type, name, address, VAT number, language pairs, specializations, etc.), information about vendor’s primary user, and define their access to finances.  

Latest revision as of 10:20, 17 July 2020

General information

To update your vendor details, open the respective vendor profile and press "Update" to display the Update vendor page:

2020-07-17 101953.png

Here you can update general info about the vendor (e.g. type, name, address, VAT number, language pairs, specializations, etc.), information about vendor’s primary user, and define their access to finances.

Please note that this info is used in the vendor's invoices generated by the system.

Access to finances

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

1 to check.png

In that case, the vendor will only see jobs without payables, no invoices and payments, and won't receive any finance-related notifications.

Makes sense if you want to pay a fixed salary but still track the expenses separately.

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.

1 . 2to check.png

Can log in

If you mark the "Can log in" checkbox, the vendor can log in to the system, get jobs, apply for tenders, get corresponding notifications.

3 primary update.png