Items - Outsourced


Outsourced Vendors

Adding Outsourced Vendors

Step     Action

  1.       Enable Edit Mode.

  2.       Select {Outsourced} tab.

  3.       Select {Add} under Vendors. A New Vendor modal window will open.


  4.      Complete fields.  

Field

Description

Vendor

Select a Vendor option from the drop-down menu.

Contacts

Select a Contact option from the drop-down menu.

Quote Number

Enter a Quote Number, if applicable.

PO Number

Enter a PO Number, if applicable.

Docket Number

Enter a Docket Number, if applicable.

Description

Enter a Description, if applicable.

Chosen

Select Yes or No if vendor has been chosen for outsourced services.

          

 

  5.       Select {Save}. A results window will pop-up to indicate the item vendor updated. 

  6.       Select X to close pop-up results window.

 

Editing Outsourced Vendors

Step     Action      

  1.       Select {Outsourced} tab. 

  2.       Hover mouse over vendor to be edited. A pencil icon will appear on the right-hand side of 

            the vendor. Select the pencil icon. A Edit Vendor modal window will open.


    3.       Select {Save}. A results window will pop-up to indicate the item vendor updated. 

   4.        Select X to close pop-up results window.

 

Deleting Outsourced Vendors

Step     Action

  1.       Select {Outsourced} tab. 

  2.       Select outsourced service to be deleted by checking box to left-hand side of 

            vendor name under Vendor


  3.        Select {Delete}. A results window will pop-up to indicate the selected 

             order item vendors have been deleted.

 

   4.       Select X to close pop-up results window.

 

Vendor Pricing

Adding Vendor Pricing

Step      Action

  1.        Enable Edit Mode.

  2.        Select {Outsourced} tab.

  3.        Select {Add} under Pricing section for a vendor. A New Cost modal window will open.

  4.      Complete fields.  

Field
Description
Quantity

Enter a value for the Quantity.

Cost

Enter a value for the Cost.

Markup

Enter a percentage value for the Markup.


Price
Price will be systemically entered based on cost and markup.

               Note: Additional quantities can be added by selecting + icon on the right-hand 

            side of price field.

 

  5.       Select {Save}. A results window will pop-up to indicate the item vendor cost 

            scales updated. 


  6.       Select X to close pop-up results window.

 

Editing Vendor Pricing

Step     Action      

  1.       Select {Outsourced} tab. 

  2.       Hover mouse over vendor pricing to be edited. A pencil icon will appear on the 

            right-hand side of the vendor. Select the pencil icon. 

              An Edit Cost modal window will open.



 3.       Make required changes.

 4.       Select {Save}. A results window will pop-up to indicate the vendor cost scales updated. 


  5.        Select X to close pop-up results window.

 

Deleting Vendor Pricing

Step     Action

  1.       Select {Outsourced} tab. 

  2.       Select cost scale to be deleted by checking box to left-hand side of 

            vendor name under Vendor


  3.        Select {Delete}. A results window will pop-up to indicate the selected vendor 

             cost sales deleted.

 

   4.       Select X to close pop-up results window.