Procurement Quoting with New Materials & Stocks

Procurement Quoting with New Materials & Stocks


CUSTOMER SUPPLIED: Material Only

When the customer is supplying a material for the job that has no printing or additional finishing to it, use this process:

Use the ‘+ New Section – Materials’.



This opens the ‘Create a manufactured item’ window with a pre issued number:

 



 


Fill out the details of the material.


Location - Specify a location. This may be just a default bay that will be updated later by dispatch once they have allocated a permanent bay. They can then update.

Code - You can just use the default code, add to the existing or overwrite with a new code

Description – Description of the item

Operation Category - Specifies what heading the item will show under when quoting

Calc type/Order/Charge units – pricing info on the material. ($0 if owned by the customer)

Owned by/Owner – This is either the Factory, Supplier or Customer

Qty on hand – (this is 0 if none have arrived yet)

Awaiting Delivery – Check on if the goods are not currently at the factory. This will flag it on the inventory board as ‘Awaiting Delivery’. Then dispatch know they are expecting the item to arrive.

Make available for quoting – This makes is show in the operation lists on the quote pages so it can be included in the quote.


 




 


The material can now be added to the quote:

 



 


Dispatch can use the inventory board with the ‘Awaiting Delivery’ checkbox turned on to see what materials are waiting delivery:

 



 


CUSTOMER SUPPLIED: Base Stock to be overprinted.



When the customer is supplying a paper stock to be overprinted on it, use this process:

Click the orange ‘+’ button next to the stock drop down.
 



 


 


This opens a stock creation window.




 


Fill in the stock information. Select either an ‘Ad-Hoc’ or ‘Permanent stock’ option.


Ad-hoc Stock – Is only made available for this particular quote only.

Permanent stock – Can be used on future quotes.

Order and charge units – If the customer owns the stock then add as $0.

Presses – You must select what presses the stock can print on. Without this information the stock cannot be quoted on.

Stock Group – Choose ‘Customer Supplied.

Stock Supplier – Just choose ‘DIS – Default Inventory Supplier’.

Manage Stock Levels – Check if the stock levels are to be managed.

Finished Size – Check if the stock is supplied at finished size and no cutting is required (eg. A4).

Awaiting Delivery – Check on if the goods are not currently at the factory. This will flag it on the inventory board as ‘Awaiting Delivery’. Then dispatch know they are expecting the item to arrive.




 


You can add additional info such as a customer description and invoice description:








You can now add it to your quote:



























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