Difference between revisions of "Vendors list"

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(Open vendor profile for editing or reviewing)
(Search vendors with filters)
 
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=='''Create and import vendors'''==
 
=='''Create and import vendors'''==
 
   
 
   
[[File:Vendor list buttons.png|border|1000px]]
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[[File:Button new vendocr.png|border|900px]]
  
 
If you need to create one vendor, press '''"New vendor"'''. It will open the '''<u>[[Create vendor|New vendor]]</u>'''  page.
 
If you need to create one vendor, press '''"New vendor"'''. It will open the '''<u>[[Create vendor|New vendor]]</u>'''  page.
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[[File:Vendors filter empty.png|border|1100px]]
 
[[File:Vendors filter empty.png|border|1100px]]
 
   
 
   
So you can enter the data into the appropriate fields and press '''"Apply"''' button, please see the example below:
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So you can enter the data into the appropriate fields and press '''"Apply"'''.
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 +
If the filter  is applied, the header turns blue:
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[[File:14.png|border|900px]]
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You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
  
[[File:Vendors filter applied.png|border|1100px]]
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
 
As you can see, the filter header turns blue. It means that the filter is applied.  
 
  
You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|20px]] button.  
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You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
  
Please remember the collapsed filter remains activated, and it is clearly indicated by the blue color.  
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<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
  
You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|20px]] button again.
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To inactivate the filter, press the '''"Clear"''' button.  
  
Please note that the applied filter is remembered, so it will remain even if you leave the page.
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The header color will turn to gray, which means that no filter is not applied:
  
To inactivate the filter, press the '''"Clear"''' button. The header color will turn to gray, which means that no filter is currently applied.
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[[File:S1.png|border|900px]]
  
 
=='''Vendor filters'''==
 
=='''Vendor filters'''==
  
*'''Code'''—displays the vendors with the code containing the specified symbols combination.
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*'''Code'''—displays vendors with the code containing the specified symbols combination.
  
*'''Company name'''—displays the vendors with the company name containing the specified symbols combination.
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*'''Company name'''—displays vendors with the company name containing the specified symbols combination.
  
*'''Primary user'''—displays the vendors with the primary username containing the specified symbols combination.
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*'''Primary user'''—displays vendors with the primary username containing the specified symbols combination.
  
*'''Email'''—displays the vendors with the email containing the specified symbols combination.
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*'''Email'''—displays vendors with the email containing the specified symbols combination.
  
*'''Country'''—displays the vendors from the specific country.
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*'''Country'''—displays vendors from the specific country.
  
 
*'''Specialization'''—displays only the vendors with the specified specialization.
 
*'''Specialization'''—displays only the vendors with the specified specialization.
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*'''Language pair'''—displays only the vendors with the selected language pair.
 
*'''Language pair'''—displays only the vendors with the selected language pair.
  
*'''Types'''—displays the vendors of the specified type (Company, Freelancer, In-house).
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*'''Types'''—displays vendors of the specified type (Company, Freelancer, In-house).
  
 
*'''Note'''—displays only the vendors with notes containing the specified symbols combination.
 
*'''Note'''—displays only the vendors with notes containing the specified symbols combination.
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=='''Open vendor profile for editing or reviewing'''==
 
=='''Open vendor profile for editing or reviewing'''==
  
You can open '''<U>[[Vendor view page, General tab|vendor profiles]]</U>''' by clicking on their names in the '''Vendor''' column:
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You can open '''<U>[[Vendor view page, General tab|vendor profiles]]</U>''' by clicking on their names in the '''Primary user''' and '''Company name''' ''(if a vendor is a '''Company''')'' columns:
  
 
[[file:Open vendor profile from lisrt.png|border|1100px]]
 
[[file:Open vendor profile from lisrt.png|border|1100px]]
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=='''Export to Excel'''==
 
=='''Export to Excel'''==
  
You can export all the displayed table of vendors to Excel by pressing the "'''Export to Excel'''" button over the upper right corner of the table:
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You can export all the displayed table of vendors to Excel by pressing the '''"Export to Excel"''' button over the upper right corner of the table:
  
[[File:Vendor list header export.jpg|border|900px]]
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[[File:Vendor list Export.png|border|1100px]]
 
   
 
   
<span style="color:#DC143C">'''Note:''' The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.</span>
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<span style="color:red">'''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

Latest revision as of 14:42, 30 March 2020

Vendors list page: http://cloud.protemos.com/vendor/index



On this page you can:

- Create new vendors and import them from Excel.

- View the list of vendors and search vendors with filters.

- Open each vendor profile for editing.

- Export all the displayed table of vendors to Excel.

Create and import vendors

Button new vendocr.png

If you need to create one vendor, press "New vendor". It will open the New vendor page.

If you have a large list of vendors and want to import it quickly, press "Import from Excel". It will open the Import vendors page.

Search vendors with filters

By default, you can see all the vendors in your database, 50 per page.

If you want to hide or display some vendors from the list, you may apply filters.

You can hide or display filter fields by pressing the Filter arrow gray.jpg button in the upper right corner:

Vendors filter empty.png

So you can enter the data into the appropriate fields and press "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by pressing the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by pressing Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the "Clear" button.

The header color will turn to gray, which means that no filter is not applied:

S1.png

Vendor filters

  • Code—displays vendors with the code containing the specified symbols combination.
  • Company name—displays vendors with the company name containing the specified symbols combination.
  • Primary user—displays vendors with the primary username containing the specified symbols combination.
  • Email—displays vendors with the email containing the specified symbols combination.
  • Country—displays vendors from the specific country.
  • Specialization—displays only the vendors with the specified specialization.
  • Language pair—displays only the vendors with the selected language pair.
  • Types—displays vendors of the specified type (Company, Freelancer, In-house).
  • Note—displays only the vendors with notes containing the specified symbols combination.
  • Tag—displays only the vendors with tags containing the specified symbols combination.
  • Assignable—displays vendors that can or cannot be assigned to jobs in accordance with the filter value applied (Yes, No). More details here.
  • Occupied—displays vendors with or without active jobs in accordance with the filter value applied (Yes, No).
  • Finances visible—displays vendors with or without access to finances in accordance with the filter value applied (Yes, No). More details here.
  • Can log in—displays vendors with or without access to their accounts in accordance with the filter value applied (Yes, No). More details here.

Open vendor profile for editing or reviewing

You can open vendor profiles by clicking on their names in the Primary user and Company name (if a vendor is a Company) columns:

Open vendor profile from lisrt.png

Export to Excel

You can export all the displayed table of vendors to Excel by pressing the "Export to Excel" button over the upper right corner of the table:

Vendor list Export.png

Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.