Difference between revisions of "Vendor view page, General tab"
| Line 19: | Line 19: | ||
To delete the vendor from your database, press “'''Delete'''”. | To delete the vendor from your database, press “'''Delete'''”. | ||
| − | Please note that you cannot delete the vendor with recorded jobs. But you may deactivate the vendor on Update vendor details page. | + | Please note that you cannot delete the vendor with recorded jobs. But you may deactivate the vendor on <u>[[Update vendor details|Update vendor details page]]</u>. |
You may resend the invitation to the vendor by pressing “'''Resend invitation'''”. | You may resend the invitation to the vendor by pressing “'''Resend invitation'''”. | ||
| − | To change the currency and payment conditions for the vendor, press “'''Change default'''” in the bottom of the page, and you will open Vendor default payment terms page. | + | To change the currency and payment conditions for the vendor, press “'''Change default'''” in the bottom of the page, and you will open <u>[[Vendor default payment terms|Vendor default payment terms page]]</u>. |
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | '''Primary user''' — the first contact person of the vendor | + | '''Primary user''' — the first contact person of the vendor. |
| − | '''Contact persons''' — the list of vendor’s contact persons (available if the vendor is a Company) | + | '''Contact persons''' — the list of vendor’s contact persons (available if the vendor is a '''Company'''). |
| − | '''Prices''' — the list of prices agreed with the vendor | + | '''Prices''' — the list of prices agreed with the vendor. |
| − | '''Payment methods''' — the payment methods of the vendor | + | '''Payment methods''' — the payment methods of the vendor. |
| − | '''Documents''' — intended for storing any documents related to the vendor | + | '''Documents''' — intended for storing any documents related to the vendor. |
Revision as of 20:41, 9 January 2017
Vendor view page – General tab: http://cloud.protemos.com/vendor/view?id=ХХХХ (replace XXXX with a valid number)
On this tab, you can:
- Edit the basic info about the vendor (e.g. name, address, status, VAT etc.)
- Resend the invitation to the vendor
- Delete the vendor
- Edit vendor’s payment terms
- Go to other tabs of the vendor
To start editing the vendor, press “Update”. It will open Update vendor details page.
To delete the vendor from your database, press “Delete”.
Please note that you cannot delete the vendor with recorded jobs. But you may deactivate the vendor on Update vendor details page.
You may resend the invitation to the vendor by pressing “Resend invitation”.
To change the currency and payment conditions for the vendor, press “Change default” in the bottom of the page, and you will open Vendor default payment terms page.
Other tabs on the page
Primary user — the first contact person of the vendor.
Contact persons — the list of vendor’s contact persons (available if the vendor is a Company).
Prices — the list of prices agreed with the vendor.
Payment methods — the payment methods of the vendor.
Documents — intended for storing any documents related to the vendor.
