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.
To see information specific to a Part, and perform actions on it, you must select the Part. To do this, click the Part Title:
Details
This tab shows information about the Part itself, rather than its product. Some details, such as Title and Product Code, can be edited and saved.
Workflow
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 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.
Specification
This tab displays the Project Part specification for a Quote Request.
- To edit the specification, click the Edit button.
The product specification sections from the Quote Request form will display. - Change the specification as required and click the Save button.
A decision box will display.
- 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
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
What is a Scenario?
A scenario is a combination of two or more suppliers providing different services. A scenario allows you to combine different suppliers services for comparison purposes. For example, if you had three potential delivery suppliers and four potential print suppliers, you could combine each delivery supplier with each print supplier, resulting in 12 different scenarios:
| Print 1 | Print 2 | Print 3 | Print 4 | |
| Delivery 1 | Scenario 1 | Scenario 2 | Scenario 3 | Scenario 4 |
| Delivery 2 | Scenario 5 | Scenario 6 | Scenario 7 | Scenario 8 |
| Delivery 3 | Scenario 9 | Scenario 10 | Scenario 11 | Scenario 12 |
Creating a Scenario
A scenario is created automatically when you select two or more suppliers that provide the same service. For example:
- From the main menu, go to Projects > All Projects.
- Filter projects on Status: New
- Find the project you want and click its Select Suppliers button.
- In the Select Suppliers and Services section, click the Services button.
- Select the services you want, for example:
If a Supplier provides a service it will display with selectable checkboxes in the Supplier list.
- Click Next
The different scenarios will display.
- You then complete the Quote Details and Email Options as for a standard Quote Request.
See Service Provider raises Quote Request for Customer.
Add Extra
<<Not sure what to say about this. Allows you to add a new service from the same supplier, but (a) not clear if / where it's saved when you click Save Prices, (b) there's an address drop-down list for Quantity instead of a number field, and (c) why would you enter a service here rather than select it from the official list? What's the point of having an agreed list if the SP can just enter any service here?>>
Supplier Declined
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
If the Part specification changes, you will need to send the Supplier a Quote Request for the new specification.
- Ensure all updates to the specification have been saved.
- Click the Resend Quote Request button.
A warning message will display, asking if you want to continue.
- Click Yes.
Sales Order
This tab displays the details of the sales order and allows you to save, reject or place the order.
Reject Order
If the Supplier declines to quote, you can record the reason.
Place Order
To place an order, the Part must have reached the Place Order stage (i.e. the Customer has approved the Quote).
If you try to place an order, but haven't set an expected delivery date, the system will display a reminder message.
To set a delivery date, go to the Workflow tab and select an expected date for the Delivered step.
PO Required
You must enter a purchase order before you can place an order.
Deliveries
Documents
Audit Trail
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