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  • Project details
  • Product specification
  • Delivery details


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Project Details

Below is an example of the type of information the Service Provider should enter in the Project section:

FieldInstructions
TitleEnter a title that describes the project and which you will easily recognise. Remember that the title is for the whole project not just one item or part. You can add multiple items to one part and multiple parts to one project <<insert link to topic on adding parts>>.
Contact


Excerpt

Start typing the Customer contact name and the Contact box will will show matching results. Select the correct match.


Info
titleCustomers

The search results shown in the Contact box are customers that the Service Provider has added via the Image Modified page. 


Administrator<<Would this just be the buyer/manager or someone they nominate? What does the role of Administrator mean here?>>
Product Code<<Where does the service provider get the product code?>>
Part Title<<Are there any guidelines for this or is it just up to the service provider? Seems like it's prepopulated for some products>>
VAT

Set the applicable VAT from the list of options:

  • unknown
  • non-VAT
  • VAT-exempt
  • Zero-rated
  • 20%

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Product Specification

Different types of product have different types of specification. For example, a business card specification will include things like colours on front and back, material type and weight, and matt or gloss finish. In contrast, the specification for a bound booklet will include things like the cover size, number of pages, and bindings. All product specifications are set using simple input fields and such as the following:

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Info

Due to the wide range of different product specifications, and the simple, intuitive user-interface, they are not described here. It should simply be a matter of entering the sizes, colours and other features - as specified in the Customers' Quote Request - in the clearly labelled fields.

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Delivery Details

Delivery date / time

The Delivery Details section allows the Service Provider to specify the time and date of delivery to the Customer.

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Page Properties
hiddentrue


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