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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 and chosen for use on an item. 


To navigate to Production Details edit mode, see Items - Production Details Edit Mode.


Adding Outsourced Vendors

Step     Action

  1.       Enable Edit Mode and select the Outsourced tab.

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

 

  3.      Complete the fields.  


Field
Description
Vendor
This is the Vendor this outsourced information is for.
Contacts
This is the contact at the Vendor to use as the point of contact.
Note: This field is disabled until the Vendor has been selected.
Quote Number
This can be the quote number provided from you to the Vendor or provided from the Vendor to you.

Enter a Quote Number, if applicable.
PO Number
This can be the PO Number generated from another system that references this outsourced purchase.

Enter a PO Number, if applicable.
Docket Number
This can be the docket number provided from you to the Vendor or provided from the Vendor to you.

Enter a Docket Number, if applicable.
Description
This can be a description specific to the outsourced work needed.

Enter a Description, if applicable.
TypeThis is the outsourced type associated to this item.

Note: These options can be modified. See Order Options - Outsourced Types.
Chosen
Switch default set to No. Toggle switch to Yes if vendor has been chosen for outsourced services.

          

 

  5.       Select {Save}. A results pop-up will 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 pop-up will 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 pop-up will 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 the 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 pop-up will 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.