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.  

FieldDescription
Quantity
Enter a value for the Quantity.
Cost
Enter a value for the Cost.
Markup
Enter a percentage value for the Markup.

PricePrice 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.