Add Subcontractor to Service

1.   Go to Costbook tab.

2.   Choose Services.

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3.   Choose a Service to Open.

4.   Click on the Items Tab.

5.   Click On Add Items.

6.   Click on Subs tab.

7.   Search for a Subcontracted service.

8.   Select the Subcontracted service.

 

Simple: 

    Give it a name if different

    Review the Supplier

    Enter Quantity

    Edit Cost if necessary

    Review if the price is correct. 

Advanced:

    Select the Purchasing Tax

    Select if it will be part of an existing kit, create a New Kit withor part of Costbook Items (default)

    Check to Hide on Proposal

    Click on Add Subcontractor to add to basket.

 

 

 Note:

if the Subcontractor does not already exist in the Cost Book you can use +New Subcontracted Service button to open the New Subcontractor window.

 

 

9.   Click Add Items to send to the Service.

10. Click Save to keep changes.