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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. For more information on parts see Adding a Part.
Customer User


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  page. 


AdministratorName of the person set up to receive alerts from the system. This could be the account manager or account administrator.
Product CodeThe reference the Customer provides to the Service Provider.
Part TitleDefaults to the catalogue name for the part, but can be changed by the Administrator.
VAT

Set the applicable VAT from the list of options:

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