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Kasia Czwarkiel

Kasia Czwarkiel

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  • Part Actions

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This tab displays the Project Part specification.

  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:



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Sourcing

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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

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Scenarios
Scenarios

Add Extra

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Sometimes it may be necessary to apply additional charges to a Project (either from the supplier, to the customer or both). These are known as ‘Extras’ and can be added to the Project at any time after the Quote has been sent to the customer.

  1. Select the Project from All Projects.

  2. On the Project Parts page, click the Add Extra button.

  3. Enter the description of the Extra Service in the Service free text box.

  4. Set the Sales Invoicing option:
    1. All deliveries (Public) - spread the additional value pro-rata across all of the delivery addresses and show on the sales invoice.
    2. [Selected Address] - assign all of the additional value to the selected address and show it on the sales invoice.
    3. Private - update the total on the sales invoice and don't break it down.
  5. Enter the Cost and Sale prices for the Extra.
  6. Click the Save Prices button.
    The Extra description, Cost and Sale will remain editable, but the Cost and Sale will be added to the Cost and Sale Totals.

Supplier Declined

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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

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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.
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  3. Click Yes.



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Sales Order

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

Part documents

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Document Description
Part PDFContains the Part specification, prices, delivery details and audit trail.
Customer QuoteContains a summary of the Part specification, prices and delivery details. 
PDF LabelsDelivery address labels


Attachments

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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 or Public status.
    1. Private: Visible to Service Provider, Supplier and Customer.
    2. Public: only visible to Service Provider.

  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.

<< Shall we put a little bit more info about difference between Private and Public attachments? For instance Private attachment is only visible to the Service Providers who have access to the project and Public attachments are visible to Service Provider, Supplier, Customer?>>


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Audit Trail

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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.

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