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Overview

You may manually add a new vendor's profile to your database, or you may use the Import data functionality for this purpose. The following guide shows how to create a client profile manually.

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Manual creation vs. import
We recommend manually creating vendor profiles if you have a small number of vendors (up to three). For a larger number of vendors, importing the data would be more efficient.

I. Add a new vendor profile

To add a new vendor, perform the following steps:

  1. Sign in to the XTRF Home Portal.

  2. Click the (blue star) button on the top menu bar and select Vendor from the drop-down menu.
    Alternatively, go to the Vendors module and click the Add Vendor button in the top right-hand corner.
    You will be directed to the Add Vendor page.

  3. Provide the necessary details:

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    1. A unique name without any special characters. This name will be used internally and stays invisible to your vendor.

    2. A vendor's legal name - the official vendor's name that will be used in all documents generated on the Home Portal. A legal name can contain special characters or be the same as the name.

    3. The main contact e-mail address of your vendor. E-mail notifications are the prime form of contact in the Home Portal, so be sure you provide an actual, working e-mail.

    4. (Optional) Select the country of your vendor registration.

    5. (Optional) From the Branch drop-down list, select the branch of your company responsible for this vendor.

    6. (Optional) Check the Individual box if this is an individual vendor, not a company. Additional fields will appear:

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    7. Provide your vendor's personal details: first name (obligatory), last name, gender, and position (optional).

    8. Click the Continue button. You are directed to the profile of the newly created vendor.

Info

To learn more about the vendor profile, see the Vendor profile https://help.xtm.cloud/xtrf/home-portal/modules/en/vendor-profile.html article.

II. Add a contact person

A contact person is required for most of the Home Portal operations, especially when dealing with translation agencies.

If you have checked the Individual box while adding a new vendor and provided their personal information in the additional fields, a contact person with the same name and address will appear in the contact summary tab.

  1. Click the (blue star) button in the Contact Summary tab. An Add Contact Person pop-up window appears.

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  2. Provide the contact person details and click the Add button.

You have added a contact person to your vendor profile.

You can also import contact person data. Hover over the (blue star) button to activate the Import button or click the (blue star) icon on the right-hand side of the page.

To edit the contact person's details, hover over their card and click the Show Profile button that appears in the card's bottom right-hand corner.

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Info

To learn more about the contact person profile, see the Vendors module - Contact person profile article. https://help.xtm.cloud/xtrf/home-portal/modules/en/vendor-contact-person-profile.html article.

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