Outsourced Vendors
To navigate to Production Details edit mode, see Items-Production Details Edit Mode.
Outsourced vendors are an external third party contracted by the print shop to which they can shift jobs, operations, and other processes. This is typically done to reduce costs, improve efficiency, or to fulfill a type of job they would have not been able to do with the equipment on hand.
Multiple vendors can be added to the outsourced tab.
Adding Outsourced Vendors
Step Action
1. In an item, 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. Note: This field is disabled until the Vendor has been selected. |
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 | Switch default set to No. Toggle switch to Yes if vendor has been chosen for outsourced services. |
5. Select {Save}. A results window will pop-up to indicate the item vendor updated.
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.
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.
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. Only unique quantities can be added to the table.
5. Select {Save}. A results window will pop-up to indicate the item vendor cost
scales updated.
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.
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.