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
Creating and importing vendors
If you need to create one vendor, press “New vendor”. It will open vendor creation page.
If you have a large list of vendors and want to import it quickly, press “Import from Excel”. It will open vendors import 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 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 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.
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 profile 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.