Versions Compared

Version Old Version 34 New Version 35
Changes made by

Kevin O'Brien (Unlicensed)

Kasia Czwarkiel (Unlicensed)

Saved on

Key

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

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.

...

Expand
titleClick here for details...

This tab shows the different stages of the Project workflow for the selected Part. Expected and Completed dates can be entered for each stage of the Quote Request Project workflow, enabling the Service Provider to track whether the Project progressed as planned.

The next action for the Part can also be initiated from within the Workflow, using a button that corresponds to the Next Action button in the Project Parts section (e.g. Place Order). When a step has been completed, the button for the previous step disappears.

Warning

It is possible to manually complete each of the steps in the Workflow by entering a completed date for the step. This can be dangerous as the step will be treated as completed in the system even though it isn't. To prevent this, uncheck the Allow Manual Completion option in the Configuration:

  1. From the main menu bar, select Configuration > Projects.
  2. Click the Standard Workflow link.
  3. Uncheck Allow Manual Completion in each workflow step.


...

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

Expand

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

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

Expand

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

Expand

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.


...

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.

...