To mark an item as being sub contracted, you do this at the item level either at the new business stage or on a live agreement. The following process is for a live agreement but the same process can be followed for new business agreements.

To mark an items as being sub contracted

1. From the Home page, choose Sales
2. Click on the Agreements Tab
3. Using the search window find the agreement to mark as sub contracted
4. Click on the All Items Tab
5. Select the item and double click it, or right click the item and choose Amend Item
6. At the bottom of the page tick the Is Sub-Contracted checkbox
7. Click the button to the right of Sub Contractor to select a sub contractor
8. Using the mini search window select the sub contractor you would like to use. If you have not yet created the sub contractor see How to: Add a Sub-Contractor
9. Choose Ok
10. Enter the price your are charging the sub contractor for each item into Each Cost box
11. Click Save

 

The item has now been marked as sub contracted, this is indicated by the new icon displayed as a yellow sub. Both the site and agreement items will now be visible under the sub contractor page. See Managing Sub Contractors