Manually add a Product

To add a product from an outside supplier, click Manually add a product.

A form will appear, where you can add details about the supplier and product.

Follow the same process for adding a product from a connected supplier, including adding it to the quote.

The difference is that there is no inventory check, and you will be provided a share link to the invoice (similar to the share link for the quote) that you can send to the outside supplier. 

 You can use this process to send products from one provider to another provider for decoration or "kitting"

To add a third-party provider to complete decoration or "kitting", follow the instructions for Manually adding a product with the following exceptions:

• Under Supplier information, enter the name of the third-party fulfillment center.
• List the products you are sending to the third-party provider in the Product information field -- make sure to include the colors, sizes and quantity so the fulfillment center can see it on the P.O. and know what to expect.
• Complete the Decoration field.
• Under Pricing, leave the Quantity, Net cost, Retail cost, and Margin fields blank if these costs are already reflected for the original supplier. 
• Click Add custom charge to add pricing for set-up, runs, etc.

Updated July 18, 2023 17:11