Outsourced Types give you the ability to create and assign types of outsourced work. Each Outsourced Type can be assigned a different GL Account. When an item is outsourced, a type can be assigned. This allows for more accurate tracking based on the type of outsourced work being done.

For more information on GL Accounts, see GL Accounts - Set GL Accounts.

For more information on outsourced items, see Items - Outsourced.

Creating an Outsourced Type

Step    Action

  1.      Select {Settings} and then select {Order Options} under Dockets.

  2.      Select {Outsourced Types} on the right-hand side of screen to auto scroll to Outsourced Types

           section.

  3.      Select {New} under Outsourced Types. A New Outsourced Type modal window will open.

  4.      Enter new Outsourced Type Name.

  5.      Select {Save}. 

Editing an Outsourced Type

Step    Action

  1.      From Settings > Dockets > Order Options, scroll to Outsourced Types section.

  2.      Hover mouse over the name of Outsourced Type to be edited and select the pencil icon 

           that appears on the right-hand side of the name. A modal Edit Outsourced Type window

           will open.

  3.      Make required changes.

  4.      Select {Save}.

Deleting an Outsourced Type

Step    Action

  1.      From Settings > Dockets > Order Options, scroll to Outsourced Types section.

  2.      Select entries under Outsourced Type to be deleted by checking boxes on the left-hand 

           side. All entries can be deleted by checking box to left of {New}.

  3.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.  

  4.      Select {OK}. A pop-up will indicate the selected outsourced types have been deleted.