The following procedure outlines how to use the ‘Full Outsource’ module in PrintIQ.
All this is managed from ‘Full Outsource’ under ‘Custom’ in the ‘Quoting’ section.
Select ‘Full Outsource’:
You have two ways to select a supplier:
You will now see the two suppliers listed:
Click ‘Create Outsource’.
Add Supporting Documents. Any supporting documents such as packing slips can be added here:
The artwork & supporting documents are now attached – you can now send the email request.
Confirmation of request:
The supplier will receive and email similar to the example below. They can click on the link supplied. This will take them into IQ where they can enter their quote details:
From here the supplier can enter the pricing per qty, a reference number, and notes and they can attach a copy of their quote.
The supplier will enter the pricing information and attach a quote:
With the quote attached, they then click ‘Submit Quote’:
The will see the below confirmation message:
On the outsource production board, the status bar will be updated as below:
Click on the winning to continue the quote:
The pricing details will now be added to the quote. Add any margin required and click ‘Proceed’ to continue:
On the ‘All Jobs’ board, click on the eyeglass to view 'Job details'.
You will now see a confirmation that the purchase order has been created and emailed to the supplier.
In the job you can click on ‘View Purchase Orders’. From here you can view/print the purchase order:
You can click on ‘Supplier Portal’ to go to the portal screen the supplier uses to retrieve the job information:
The supplier will receive and email:
Sample of email:
‘Outsource’ purchase orders board:
Once the job is ready to be sent to the supplier, dispatch will change the status of the order to ‘Awaiting Goods’:
Once the goods have arrived back to the factory, they will first click the ‘Job Details’ option. This will open the job details screen in a new tab.
In the ‘Job Details’ screen, if the job is ready to dispatch, they will update the 'Job Status' to ‘Finished Production’:
The job will now show on the dispatch board:
From the dispatch board list they can print box labels or change the dispatch status:
They can click the eyeglass to go into the job details and view the dispatch information at the foot of the screen. Here they can also see and update dispatch information:
From here Accounts take over and link the supplier invoice to the purchase order once they receive the suppliers invoice.
They enter the supplier invoice information and save the invoice:
This will now update the order to complete: