Questions?

They are answered by the XTRF community and our experts

0
Answered

Upload feature

ida 2 years ago in Vendor Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 1

Hello, 


Is there a way to upload a PDF attachment to a vendor. Some of our vendors have rate sheets that we would like to keep handy within the system.


Thanks!

0
Answered

vendor adding a comment when declining a job

Celine 2 years ago in Vendor Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 1

can vendors add comment and/or new proposed deadline when declining a job?

0
Answered

Why don't vendors receive any notifications (PO, job request mail, confirmation mail when a new account is created, etc.)?

Hi all,


I have created vendor accounts for my active vendors and I have done all the confirmation work for them until now to fasten the procedures but I realized that I actually cannot send any notification mails to vendors. I cannot send any PO or any job request mail either. I have customized my notification templates and I can check if the vendors can receive any notifications by sending the notifications to the mail address with which I am registered to XTRF and I receive them at that mail address. When I try to do that, XTRF prompts me the pop-up message that my mail is sent but they are never received by vendors. What can be the reason for that and how can I enable them to receive the notification mails?


Thanks for your reply in advance.


Burcu

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Answered

Revisers able to evaluate directly on Vendor Portal

When a reviser finishes his/her job, there is an option to send some notes to the PM.


It would be very interesting if we could implement the evaluation system in that same window. Revisers would need to evaluate the translation before submitting the revised file.

0
Answered

SMTP Settings, Fail to Send Invitation to Vendors

Hi All,


I am a new XTRF user and I still couldn't manage to invite any vendors to the vendor portal. I have tried any configuration I can possibly do but I still receive some pop-up error messages.


Here they are:





I need some serious help or I am afraid I will end up not even starting to use the system.


Thanks in advance for your help.


Kind regards,


Burcu


Answer

Dear Burcu,

I have checked and it seems like all your issues with SMTP are gone

I am very glad!

I will mark this question as answered

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Answered

Can I see vendor rates in any view

When I select a language and run a search on which vendor to use, I also want to see the rates they charge.  How can I see this information?

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Answered

Price view in Providers

alina.chiteala 3 years ago in Vendor Portal updated 3 years ago 3

Hi all, 


Is there any way to customize the providers view in order to see their name, language combinations, rates and email address? 

Because when I add price lists or price profile all I can see are the currencies, but not the actual rates. 


Thanks

Alina

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Answered

My vendors cannot invoice me - get a message they can't invoice for another 41 days?

Nordling.co 3 years ago in Vendor Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 9

Where in the settings is this changed? I want them to be able to invoice me at the end of each month+ 7 days thereafter. (if this isn't possible, I need them to be able to invoice any time)

Answer

Dear Customer,


To fix this issue you need to first adjust the dates in Expected Invoice date in the system configuration. After the change will be saved you need to go project and uncheck and check "Use default" for every job with this issue.Here is a video that should help you do this:

2018-03-01_14h40_44.mp4


For more knowledge about vendor billing please go to this Academy lesson:

https://xtrf.userecho.com/knowledge-bases/10/articles/247-guide-to-vendor-billing-and-vendor-portal-basics


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Answered

How can I add a project name that will be visible to the vendors?

Clarice M. 3 years ago in Vendor Portal updated by Bartosz Budzyński 1 year ago 7

Currently all they see is something along these lines: Job: 2018/62/#1, and the project name is only visible in the PO. I would like them to see the project title in their current list of jobs in the vendor portal and also when they open the project. Is there any way this can be done?

Answer
Jussi Rautio 3 years ago

It's in the Partner Management/Vendor Portal settings under Privacy Settings. Needs to be enabled in the license, though.



0
Answered

New registrants did not receive verification messages

When new providers try to register they enter their  main data but they don't receive the verification message in order to complete their data.

Answer

Dear Osama,

I have checked your XTRF instance directly and there was an issue with an e-mail.

Now your new vendors should receive a response whenever they try to register!


I hope it helps!

Best regards,

Bartosz