Update vendor details

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Update vendor details page: http://cloud.protemos.com/vendor/update?id=ХХХХ (replace XXXX with a valid number)


General information

On this page you can update general info about the vendor (e.g. status, name, address, VAT number, language pairs, specializations etc.), information about vendor’s primary user, and define their access to finances.

Please note that this info is used in the vendor's invoices generated by the system.

Update VP.jpg

Access to finances

You may hide vendor’s finances from the vendor by unchecking "Finances visible":

Update VP fin visible.jpg

In that case, the vendor will only see jobs without payables, no invoices and payments.

It makes sense if you want to pay a fixed salary but still track the expenses separately.

Assignability

If you mark the "Assignable" checkbox, the vendor can be assigned to jobs regardless of whether the "Can login" option is set or not.

Update VP assignable 1.jpg