The Outsourcing tab allows you to chose a Vendor and apply their pricing to a quote or order with a markup.

Step 1: Add a Vendor

• Enable Edit Mode and select the Outsourced tab.
• Under Vendor choose New.

Vendor Modal Window

Vendor

Select a Vendor from the drop down menu.

Contact

Select a Contact (not required). If you are emailing the Outsourced Purchase Order the Contact email address will be defaulted in the canned email.

Quote Number

Enter the Vendor's quote number, we appreciate it when our customers send us a quote number to reference when placing an order and we should do the same for our vendors. 

PO Number

Enter your PO Number (by default the Order Item Number will be used on the Outsourced Purchase Order document so you may not have to fill this out). 

Docket Number

Docket Number is an additional field that can be displayed on the Outsourced Purchase Order document.

Description

The Description field is the information that will be sent to the Vendor regarding the work to be performed.

Outsourced Type

Chose a Type from the drop down this allows you to separate outsourced revenues in reporting. For more information see Order Options > Outsourced Types.

Scale Selection Type

If multiple quantities are present in the pricing table the Scale Selection Type can be set to Step or Averaged. 

• Step creates a hard step between quantities and pricing.
• Average creates a curve between quantities and pricing.

Step is used most often when Outsourcing since pricing levels and quantities are specific to the client's needs.

Chosen

Mark the Vendor as Chosen. Multiple vendors can be added to a quote / order but only the vendor that is marked as Chosen will be used for pricing. This allows you to store multiple vendor quotes on a quote / order in case the initial chosen vendor cannot produce the work in the time allotted once the order is ready to be produced. Yep, no more searching through emails or file cabinets for vendor quotes when the vendor you rely on can't come through for you.

Step 2: Add Vendor Pricing

• Under Pricing click Add.
• Enter the Quantity to match the quantity in the item pricing table.
• Enter the total Cost for the quantity input.
• Enter a Markup.
• The Price will update to reflect the Cost + Markup.
• You can also enter in a Price and the Markup will auto calculate.
• Additional Quantities, Costs, Markups, and Prices can be added by clicking on the + sign to the right of Price.

Editing Outsourced Vendors    

• Hover mouse over vendor to be edited. 
• A pencil icon will appear on the right-hand side of the vendor. Select the pencil icon. 
• Make necessary edits.
• Click Save.

Deleting Outsourced Vendors    

• Check the box to the left of the Vendor to be deleted.
• Click Delete.

Edit Vendor Pricing    

• Hover over the Quantity to be revised.
• Click the Edit Pencil.
• Make necessary revisions.
• Click Save.

Deleting Vendor Pricing

• Check the box to the left of the Quantity to be deleted.
• Click Delete.