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- Go to Jobbags→ New RFx
- Navigate through the folders to find the location where you want to place your new RFx Item.
- Click the New Item (New Custom Form) button at the top of the page.
- Select the Specification Form Type from the Specification pull-down menu.
- 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 Set button).
- Set the Product Code (this is optional).
- Set the Name of the item.
- Select an image for the Small Icon if you have one you would like to use
Note: Items to be published to the Customer Catalog normally have images 100 pixels wide by 100 pixels high although any sized image may be used. Also, you do not need to upload an image if you do not have one available at this time. You can come back to this item at any time and apply an image. |
- You can set Display dates for when RFx item should be visible in the catalogue
- Leave dates blank for no dates restrictions
- Select from-to dates if you wish the item to be visible only during a given period of time
- Select if you want to Publish to all customers or Publish to selected customers
- When publishing to selected customers, you will be able to add these customers from the drop-down list.
- Click the Create Bespoke Item button in the bottom right.
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12. Click the Cost Prices Tab tab.
13. Select a Supplier from the Add a supplier pull-down menu.
14. Select the supplier’s Activity from the pull-down menu next to the supplier selection menu.
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18. On the Base line, enter the supplier’s price for each quantity.
19. Click the Save button.
Sales Prices
20. Click the Sale Prices Tabtab.
21. In the Tools section, select the Customer you wish to add prices for and click the add button.
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