Any operation on a quote can be selected to ‘Outsource’. If pricing needs to be sourced from single or multiple suppliers, this process should be followed.
In this example, we are going to quote a book with ‘Gloss Varnish' on the insert. This operation will be outsourced.
Create a quote like normal, and click the ‘Outsource’ button on the pricing details table:
This will bring up available outsource options for this section:
Click on the ‘GLOSS VARNISH Front’ option. This will pull through the operation name and default description. You can change this if required:
Click on the supplier dropdown and choose the suppliers you wish to send the tender to:
Back on the quote workings, you will see a ‘?’ icon next to the job operation. This indicates that the operation is waiting on tendered pricing:
The ‘Outsource Request Board’ can be used to track the progress of your tendering. You will see the quote number, and its current status. When first sent it will show as ‘Email Sent’:
This will update the status on the 'Outsource Request Board' to Request Submitted.
Select the preferred option by clicking the checkbox next to the supplier and the checkbox below the quantity pricing. Then click ‘Save and Close’:
The operation in the list will now display as an ‘outsourced operation’ and the pricing will have updated to what was selected in the outsource modal when the selected quantity in the Outsource modal is selected for the pricing grid:
Click the radio-button to bring through the outsource details as set on the quote. The modal will update showing the quoted supplier and pricing. Add any additional instructions, the ‘Send To Supplier’ and ‘Required From Supplier’ dates and the delivery address. Check the email address and click ‘Save’:
An Outsource Purchase Order will be created and the Outsource tab on Job Details will display this.
You can now use the ‘Purchase Orders – Outsource Board’ to manage and track the order:
If you are producing the job with other suppliers but still need to do some of the work, such as design, artwork, file checking or proofing inhouse first, you can setup an 'Outsource' custom quote template with a selection of default operations attached (more can be added on a quote by quote basis):
You can the produce a quote with selected operations as inhouse with others marked as outwork: