Difference between revisions of "Vendors list"

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(Vendor filters)
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On this page, you can:
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On this page you can:
  
- Create new vendors and import them from Excel
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- Create new vendors and import them from Excel.
  
- View the list of vendors and search vendors with filters
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- View the list of vendors and search vendors with filters.
  
- Open each vendor profile for editing
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- Open each vendor profile for editing.
  
-      Export all the displayed table of vendors to Excel
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-      Export all the displayed table of vendors to Excel.
  
=='''Creating and importing vendors'''==
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=='''Create and import vendors'''==
 
   
 
   
[[File:VL adding buttons.jpg|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>[[Vendor creation|Vendor creation page]]</u>'''.
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If you need to create one vendor, press '''"New vendor"'''. It will open the '''<u>[[Create vendor|New vendor]]</u>''' page.
  
If you have a large list of vendors and want to import it quickly, press "'''Import from Excel'''". It will open the '''<u>[[Import vendors from Excel|Import vendors page]]</u>'''.
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If you have a large list of vendors and want to import it quickly, press '''"Import from Excel"'''. It will open the '''<u>[[Import vendors from Excel|Import vendors ]]</u>''' page.
  
 
=='''Search vendors with filters'''==
 
=='''Search vendors with filters'''==
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You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|20px]] button in the upper right corner:  
 
You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|20px]] button in the upper right corner:  
  
[[File:Vendors filter 1.jpg|border|900px]]
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[[File:Vendors filter empty.png|border|1100px]]
 
   
 
   
So you can enter the data into the appropriate fields and press "'''Apply'''" button, see example:
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So you can enter the data into the appropriate fields and press '''"Apply"'''.  
 
 
[[File:Vendors filter 2.jpg|border|900px]]
 
 
   
 
   
As you can see, the filter header turns blue. It means that the filter is applied.
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If the filter  is applied, the header turns blue:
 
 
You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|20px]] button.
 
  
Please remember the collapsed filter remains activated, and it is clearly indicated by the blue color.  
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[[File:14.png|border|900px]]
  
You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|20px]] button again.
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You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.  
  
Please note that the applied filter is remembered, so it will remain even if you leave the page.  
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
To inactivate the filter, press '''"Clear"''' button. The header color will turn to gray, which means that no filter is currently applied.
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You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
  
=='''Vendor filters'''==
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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.
  
*'''Code''' - displays the vendors with the code containing the specified symbols combination.
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To inactivate the filter, press the '''"Clear"''' button.  
  
*'''Company name''' - displays the vendors with the company name containing the specified symbols combination.
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The header color will turn to gray, which means that no filter is not applied:
  
*'''Primary user''' - displays the vendors with the primary username containing the specified symbols combination.
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[[File:S1.png|border|900px]]
  
*'''Email''' - displays the vendors with the email containing the specified symbols combination.
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=='''Vendor filters'''==
  
*'''Country''' - displays the vendors from the specific country.
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*'''Code'''—displays vendors with the code containing the specified symbols combination.
  
*'''Specialization''' - displays only the vendors with the specified specialization.
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*'''Company name'''—displays vendors with the company name containing the specified symbols combination.
  
*'''Language pair''' - displays only the vendors with the selected language pair.
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*'''Primary user'''—displays vendors with the primary username containing the specified symbols combination.
  
*'''Types''' - displays the vendors of the specified type (Company, Freelancer, In-house).
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*'''Email'''—displays vendors with the email containing the specified symbols combination.
  
*'''Assignable''' - displays vendors that can be assigned to jobs or not corresponding to the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Assignability|here]]</U>'''
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*'''Country'''—displays vendors from the specific country.
  
*'''Occupied''' - displays vendors with or without active jobs corresponding to the filter value applied (Yes, No).
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*'''Specialization'''—displays only the vendors with the specified specialization.
  
*'''Finances visible''' - displays vendors with or without access to finances corresponding to the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Access to finances|here]]</U>'''.
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*'''Language pair'''—displays only the vendors with the selected language pair.
  
*'''Can login''' - displays vendors with or without access to their accounts corresponding to the filter value applied (Yes, No). More details '''<U>[[Vendor view page, General tab#Primary user|here]]</U>'''..
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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.
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*'''Note'''—displays only the vendors with notes containing the specified symbols combination.
  
*'''Tag''' - displays only the vendors with tags containing the specified symbols combination.
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*'''Tag'''—displays only the vendors with '''<U>[[Manage vendor tags|tags]]</U>''' containing the specified symbols combination.
  
=='''Opening vendor for view/editing'''==
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*'''Assignable'''—displays vendors that can or cannot be assigned to jobs in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Assignability|here]]</U>'''.
  
[[file:VL items clicking comp or free.jpg|border|300px]]
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*'''Occupied'''—displays vendors with or without active jobs in accordance with the filter value applied (Yes, No).
  
*For the vendor companies:
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*'''Finances visible'''—displays vendors with or without access to finances in accordance with the filter value applied (Yes, No). More details '''<U>[[Update vendor details#Access to finances|here]]</U>'''.
  
To open the corresponding '''<U>[[Vendor view|vendor profile]]</U>''' page, please, click the required company name in the list.
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*'''Can log in'''—displays vendors with or without access to their accounts in accordance with the filter value applied (Yes, No). More details '''<U>[[Vendor view page, General tab#Primary user|here]]</U>'''.
  
To open the corresponding '''<U>[[Vendor view page, Primary user tab|Primary user]]</U>''' tab, please, click the required primary user name in the list.
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=='''Open vendor profile for editing or reviewing'''==
  
*For the freelance vendors:
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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:
  
You will open the '''<U>[[Vendor view|vendor profile]]</U>''' page by clicking the required primary user name in the list.
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[[file:Open vendor profile from lisrt.png|border|1100px]]
  
 
=='''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:VL export to excel.jpg|border|1000px]]
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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.

Revision as of 13:42, 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:

1100px

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:

1100px

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.