Difference between revisions of "Vendors list"
(→Creating and importing vendors) |
(→Search vendors with filters) |
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If you want to hide or display some vendors from the list, you may apply filters. | 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 [[File: | + | You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner: |
| − | [[File:VL | + | [[File:VL filter isn't applied.jpg|border|1000px]] |
| − | So you can enter the data into the appropriate fields and press | + | So you can enter the data into the appropriate fields and press "'''Apply'''" button, see example: |
| − | [[File:VL | + | [[File:VL filter is applied.jpg|border|1000px]] |
As you can see, the filter header turns red. It means that the filter is applied. | As you can see, the filter header turns red. It means that the filter is applied. | ||
| − | You may collapse (hide) the filter interface by pressing the [[File: | + | You may collapse (hide) the filter interface by pressing the [[File:filter arrow red.jpg|border|25px]] button. |
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color. | Please remember the collapsed filter remains activated, and it is clearly indicated by the red color. | ||
| − | You can expand the collapsed filter back by pressing the [[File: | + | You can expand the collapsed filter back by pressing the [[File:filter arrow red.jpg|border|25px]] button again. |
Please note that the applied filter is remembered, so it will remain even if you leave the page. | Please note that the applied filter is remembered, so it will remain even if you leave the page. | ||
| − | To inactivate the filter, press | + | To inactivate the filter, press "'''Clear'''" button. The header color will turn to gray, which means that no filter is currently applied. |
=='''Vendor filters'''== | =='''Vendor filters'''== | ||
Revision as of 13:20, 26 October 2017
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
Contents
Creating and importing vendors
If you need to create one vendor, press "New vendor". It will open the Vendor creation 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 
button in the upper right corner:
So you can enter the data into the appropriate fields and press "Apply" button, see example:
As you can see, the filter header turns red. It means that the filter is applied.
You may collapse (hide) the filter interface by pressing the 25px button.
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.
You can expand the collapsed filter back by pressing the 25px button again.
Please note that the applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, press "Clear" button. The header color will turn to gray, which means that no filter is currently applied.
Vendor filters
Code — displays the vendors with the code containing the specified symbols combination.
Name — displays the vendors with the name containing the specified symbols combination.
Email — displays the vendors with the email containing the specified symbols combination.
Statuses — displays the vendors with the specified status (Potential, Active, Inactive, Blacklisted).
Country — displays the vendors from the specific country.
Types — displays the vendors of the specified type (Company, Freelancer, In-house).
Username — displays the vendors with the username containing the specified symbols combination.
Not occupied — displays the vendors with no active jobs.
Opening vendor for view/editing
If you click any vendor code name in the list, you will open Vendor view page.
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:
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.
