Difference between revisions of "Vendor portal"

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(Vendor portal settings)
(Agreement with new vendors)
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''Vendor portal page: [https://cloud.protemos.com/vendor-portal-config/view https://cloud.protemos.com/vendor-portal-config/view]''
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''Vendor portal page: [https://cloud.protemos.com/vendor-portal/view https://cloud.protemos.com/vendor-portal/view ]''
 
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Go to '''Settings⇾Vendor portal''':
  
Go to '''Settings=>Vendor portal''':
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[[File:Vendor portal.png|border|150px]]
 
 
[[file:VP menu.png|border|180px]]
 
  
 
This menu allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system.
 
This menu allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system.
  
 
It consists of two sections described below.
 
It consists of two sections described below.
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__FORCETOC__
  
 
==Vendor portal settings==
 
==Vendor portal settings==
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Here you can define the following settings:
 
Here you can define the following settings:
  
Here you can define the following settings:
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*'''Vendor application form'''—allows you to enable or disable the ability to submit applications by your vendors.
  
*'''Default time zone for new users'''the time zone that will be added by default to all newly created manager, client, and vendor profiles (unless you don't indicate the different one).  
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*'''Vendor application manager'''—here you can define one of your managers as the default recipient of notifications when your vendors submit their applications.
  
*'''Default currency''': the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]''' </U> page.
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*'''Vendor application URL'''—you can post the vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.
  
*'''Default payment method''': the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.
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*'''Invoice creation by vendors'''—here you can enable or disable the ability to create invoices by your vendors.
  
*'''Default payment terms''': standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for an individual client.
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*'''Invoice manager'''—here you can define one of your managers as the default recipient of notifications when your vendors create invoices.
  
*'''Default PDF page size''': here you can set the size of the PDF page for invoices generated by the system.
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*'''Payment terms'''—standard payment terms for all your vendors. It defines how soon payments should be made after issuing invoices. You can set a different method for an individual vendor.
  
*'''Default PDF page orientation''': here you can set the PDF page orientation for invoices generated by the system.
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To change any of the above-mentioned settings (except for the Vendor application URL), click "'''Update'''":
  
*'''Default PDF locale''': here you may specify the default locale (language,date and time) of invoices for all newly created clients and vendors. You may also define it individually for a '''<U>[[Client default settings#PDF locale of client invoices|'''particular client]]</U>''' or '''<U>[[Vendor default settings change#PDF locale of vendor invoices|'''vendor]]</U>'''.
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[[File:V p s.png|border|900px]]
  
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For more info on vendor applications, please check the '''<U>[[Vendor application URL]]</U>''' page.
  
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==Agreement with new vendors==
  
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In this section, you can embed your standard Agreement with your vendors into the system, so they will have to accept it before working with you.
  
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Click'''"Create agreement"''' to add the agreement:
  
*'''Invoicing by vendors''' - here you can enable or disable the ability to create invoices by your vendors.
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[[File:Agreement with vendors.png|border|900px]]
 
 
*'''Invoicing manager''' - here you can define one of your managers as the default recipient of notifications when your vendors create invoices.
 
 
 
*'''Vendor application form''' - allows you to enable or disable the ability to submit applications by your vendors.
 
 
 
*'''Vendor application manager''' - here you can define one of your managers as the default recipient of notifications when your vendors submit their applications.
 
 
 
*'''Vendor application URL''' - you can post the vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.
 
 
 
To change any of the above settings (except for the Vendor application URL), click "'''Update'''":
 
 
 
[[file:VAgreememt menu.jpg|border|180px]]
 
 
 
==Agreement with new vendors==
 
 
 
In this section you can embed your standard agreement with your vendors into the system, so they will have to accept it before working with you.
 
  
Press '''"Create agreement"''' to add the agreement:
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Thus, new vendors will have to accept this agreement after being invited.
  
[[file:Add agreemment.jpg|border|900px]]
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You can edit or delete this Agreement by pressing the corresponding buttons:
  
Enter the text of the agreement and press '''"Create"''':
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[[File:Agree update delete.png|border|900px]]
  
[[file:VAgreement add text.jpg|border|600px]]
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You can download the Agreement in PDF. Press the Permanent link to your Agreement:
  
Thus, new vendors will have to accept this agreement during invitation accepting.
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[[File:Permamen.png|border|900px]]
  
You can edit or delete this agreement by pressing the corresponding buttons:
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And then the '''"Download as PDF"''' button:
  
[[file:Agreem with new vwnd upd delete.png|border|1000px]]
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[[File:Voda.png|border|850px]]

Revision as of 15:07, 24 November 2020

Vendor portal page: https://cloud.protemos.com/vendor-portal/view


Go to Settings⇾Vendor portal:

Vendor portal.png

This menu allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system.

It consists of two sections described below.


Vendor portal settings

Here you can define the following settings:

  • Vendor application form—allows you to enable or disable the ability to submit applications by your vendors.
  • Vendor application manager—here you can define one of your managers as the default recipient of notifications when your vendors submit their applications.
  • Vendor application URL—you can post the vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.
  • Invoice creation by vendors—here you can enable or disable the ability to create invoices by your vendors.
  • Invoice manager—here you can define one of your managers as the default recipient of notifications when your vendors create invoices.
  • Payment terms—standard payment terms for all your vendors. It defines how soon payments should be made after issuing invoices. You can set a different method for an individual vendor.

To change any of the above-mentioned settings (except for the Vendor application URL), click "Update":

V p s.png

For more info on vendor applications, please check the Vendor application URL page.

Agreement with new vendors

In this section, you can embed your standard Agreement with your vendors into the system, so they will have to accept it before working with you.

Click"Create agreement" to add the agreement:

Agreement with vendors.png

Thus, new vendors will have to accept this agreement after being invited.

You can edit or delete this Agreement by pressing the corresponding buttons:

Agree update delete.png

You can download the Agreement in PDF. Press the Permanent link to your Agreement:

Permamen.png

And then the "Download as PDF" button:

Voda.png