Difference between revisions of "Update vendor details"

Revision as of 18:58, 12 September 2017

Update vendor details page: http://cloud.protemos.com/vendor/update?id=ХХХХ (replace XXXX with a valid number)

On this page you can update the general info about the vendor (e.g. status, name, address, VAT etc) and information about vendor’s primary user.

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

Here you may also define the vendors's status:

Note: Clients with inactive and blacklisted statuses do not appear in lists on forms.

@@ Line 3: / Line 3: @@
-On this page, you can update the information about vendor’s primary user and general info about the vendor (e.g. name, address, VAT etc).
+On this page you can update the general info about the vendor (e.g. status, name, address, VAT etc) and information about vendor’s primary user.
-Please note that this info is used in the client invoices generated by the system.
+Please note that this info is used in the vendor's invoices generated by the system.
+[[file:update vendor  page.jpg|border|800px]]
+Here you may also define the vendors's status:
+[[file:client status.jpg|border|800px]]
+*'''Potential''' - you may assign this status to your potential clients.
+*'''Active''' - you may assign this status to the clients you actively work with.
+*'''Inactive''' - you may assign this status to the inactive clients.
+*'''Blacklisted''' - you may assign this status to the blacklisted clients.
+<span style="color:red">'''Note:''' Clients with inactive and blacklisted statuses do not appear in lists on forms.</span>