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Type of Item | Description |
RFx Item | The blank specification forms used when creating a new request for RFx. |
Rate Card Item | A completed specification (originating either from an RFx Item or a Job) with accompanying cost an sale pricing tables. Placing an order for a Rate Card Item will create a Project with appropriate specification and suppliers’ pricing. |
Stock Item | A ‘finished goods’ type of item that has a warehouse location and stock levels. Placing an order for a Stock Item will create a Stock Order. |
Template Item | Otherwise known as ‘Web To Print’ these are pre-defined artwork templates that allow the user to generate final press-ready artwork by supplying only simple content. |
All items held within the Catalog can be organised into folders and sub-folders and controls are available to apply privileged-access conditions to individual items.
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1. Go to My RFx New RFx
2. Navigate through the Catalog folders to find the location where you want to place your new Adhoc Item.
3. Click the New ItemItem (New Custom Form) button at the top of the page.
4. Select the Specification Form Type from the Specification pull-down menu.
5. Check the Location is set to the correct folder (if it isn’t click the Change button and select the required folder then click the Setbutton).
6. Set the Product Code (this is optional).
7. Set the Name of the item.
8. Click the Create Adhoc Item button in the bottom right.
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1. Go to My RFx New RFx
2. Navigate through the Catalog folders to find the location where you want to place your new Repeat Item.
3. Click the New Item (New Custom Form) button at the top of the page.
4. Select the Specification Form Type from the Specification pull-down menu.
5. Check the Location is set to the correct folder (if it isn’t click the Change button and select the required folder then click the Setbutton).
6. Set the Product Code (this is optional).
7. Set the Name of the item.
8. Select an image for the Small Icon if you have one you would like to use.
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