| You can create a provider by manually entering the provider's information into the XTRF system. |
Name | The name of the provider to be used in the system. The name can be short but must be unique (e.g. "John Smith UK" for "Jonathan J. Smith"). Enter the text into the field. This field is mandatory. |
Full Name | The provider's legal name which will appear on the provider's invoices (e.g. "Jonathan J. Smith" and not "John Smith UK"). Enter the text into the field. When you enter a name first into the Name field, XTRF automatically copies it into the Full Name field. This field is mandatory. |
The email address of the provider. Enter the text into the field.
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Country | The provider's country of residence. Click the drop-down list and select a country. To enter a country into the system, go to System > Configuration > System Values > Countries . |
Branch | The department, affiliate, subsidiary or regional office of your company for which the provider perform services. A branch's ideal purpose is to serve as an organisational tool because you associate users and partners to it. Whenever you want to quickly locate such information as a specific quote, project or report, simply select the related branch. Click the drop-down list and select a branch.
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Individual | The nature of the provider.
After you select the Individual tickbox and click , the system automatically creates a contact person with identical data. For example, if you entered the freelance provider John Smith, the contact person John Smith automatically appears on the Contact Persons tab. |
Click to create the provider and to advance to the provider's Contact Summary. | |
Click to terminate the provider creation and to return to the Provider Browse. |