Purchasing and Outsource
Outsource - Outsource Purchase Order Automation
OPO Configuration Settings All config settings can only be accessed by printIQ support staff A system setting determines how outsource purchase orders are created / managed after accepting a quote with an outsource request on it. Each option on this ...
Outsource Purchase Order Board
Introduction The Outsource Purchase Order (OPO) Board is a comprehensive tool designed to manage outsourced work efficiently, catering to both internal staff and external supplier users. It includes features and filters that enable detailed tracking ...
OUTSOURCE - Partial Outsource with Tendering
Tendering from quote 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 ...
OUTSOURCE - Managing outsourced orders
Creating Outsource Purchase Orders At a job level, you can generate an outsource purchase order (OPO) for a ‘partial’ outsource (where selected operations are outsourced) or a ‘full’ outsource (where the entire production of the job will be ...
OUTSOURCE - Supplier Portal – Automatic Update Job to Finish Production
Overview To assist with minimising touch points within certain workflows, we can now automatically update a ‘Job Status’ to ‘Finished Production’ on a fully outsourced job when the outsource ‘Suppliers Invoice’ has been entered against the outsource ...
v44 - Webhook - Outsource PO Status Change
You can trigger an Outsource PO Status webhook when an Outsource PO you've created reaches certain status as per your configuration. Outsource Purchase Order Status Trigger Point. Outsource Purchase Order Status To set which Outsource PO status to ...
Adding additional vendors to outsource request
Occasionally the initial vendor selection does not provide a suitable response and further vendors need to be selected and quote requests sent out. This needs to be done without affecting the initial supplier requests/portals. When the initial ...
Purchase Order Approval Process
Purchase Order value limits can be configured for both Inventory and Outsource Purchase Orders. The minimum purchase value that will require approval can be optionally set in 3 different places In System Setting (affects all Purchase Orders that ...
Multi-Site Purchase Order Management
Multi-Site Purchase Order Management - for Multi-site Companies For businesses with more than one printIQ Site, both Inventory and Outsource purchase orders can be managed at the Site level. You can now manage branding on both your Inventory and ...
Full Outsource (Old Method)
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 “Custom’: Select ‘Full Outsource’: The ‘Custom Quote’ screen will show: In ...
OUTSOURCE - Outsource Operations
This is where you create groups and add suppliers to those groups for use in the ‘Full Outsource’ module. This is managed under Admin > Configure the Factory > General > Outsource Operations. The following box will appear: Enter the name of the group ...