Versions Compared

Version Old Version 16 New Version 17
Changes made by

Kevin O'Brien (Unlicensed)

Kevin O'Brien (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

At the bottom of Project Parts page is a series of tabs that display information, and allow you to perform certain actions, on the selected Part. 

Image Added

To see information specific to a Part, and perform actions on it, you must select the Part. To do this, click the Part Title:Image Removedthe Part Title (checking the checkbox does not select the Part, it is used for selecting multiple Parts for bulk actions).

Image Added

...

Details

Expand
titleClick here for details...

This tab shows information about the Part itself, rather than its product. Some details, such as Title and Product Code, can be edited and saved.

...

Expand
titleClick here for details...

This tab displays the Project Part specification for a Quote Request. 

  1. To edit the specification, click the Edit button.
    The product specification sections from the Quote Request form will display.

  2. Change the specification as required and click the Save button.
    A decision box will display.

  3. Select the way you want to handle the changed specification and click the Save button.
    If re-sending all supplier quote requests, select a date from Quote required by:



...

Sourcing

Expand
titleClick here for details...

This tab provides an overview of Part sourcing, and includes the selected suppliers, services and their costs. The primary function of this section is for the Service Provider to set the prices for the Part, based on the quotes received from the Supplier. This is simply a matter of entering the Cost and Markup and clicking Save Prices. Other functions are listed below:

Edit Scenarios

Expand

Include Page
Scenarios
Scenarios

Add Extra

<<Not sure what to say about this. Allows you to add a new service from the same supplier, but (a) not clear if / where it's saved when you click Save Prices, (b) there's an address drop-down list for Quantity instead of a number field, and (c) why would you enter a service here rather than select it from the official list? What's the point of having an agreed list if the SP can just enter any service here?>>

Supplier Declined

Expand

If the Supplier declined to respond to a Quote Request, you can click the Supplier Declined button and record the reason that they declined.


Resend Quote Request

Expand

If the Part specification changes, you will need to send the Supplier a Quote Request for the new specification.

  1. Ensure all updates to the specification have been saved.

  2. Click the Resend Quote Request button.
    A warning message will display, asking if you want to continue.
    Image Modified
  3. Click Yes.



...

Sales Order

...

Expand
titleClick here for details...

This tab contains Project Part documents and any attachments associated with the Part. 

Part documents

DocumentDescription
Part PDFContains the Part specification, prices, delivery details and audit trail.
Customer QuoteContains a summary of the Part specification, prices and delivery details. 
PDF Labels<<What are these used for? Not delivery address>>

Attachments

Any type of file can be attached.

  1. Drag and drop a file to the Attachments pane, or click it to upload a file.
    The Attachments dialogue box will display.

  2. Edit the Description if necessary.

  3. Select Private if ?? / Select Public if ??

  4. Click Save.

Tip

If you want to upload multiple files at the same time, use the click to upload function. Select all the files you want within a folder (Ctrl + click, or Shift + click) and click Open to upload them all.


...

Expand
titleClick here for details...

This tab provides a record of administrator actions on the Project, such as adding and deleting Parts, a workflow being marked as completed, or Quote prices or details being changed after the user accepted the quote. This information is useful in the event that there is a problem with the Project, or there is a change of administrator.

...