Printcore WALKTHROUGH

Outsourced Work & Purchase Orders

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Step 1 of 6Outsourced Work & Purchase Orders

Mark a line item as outsourced

Any line on a job ticket can be flagged Outsourced. An amber badge shows on the staff side only; the customer sees an ordinary line in the portal and on the quote.

app.printcore.ai/jobs/1002
Mark a line item as outsourced

What to do

Open the job ticket, click a line's chevron to expand it, and click OUTSOURCE. The line is marked Outsourced · Flagged.

Why it matters

Vendor identity and cost never touch the customer-facing job, so there's nothing to accidentally reveal.
Step 2 of 6Outsourced Work & Purchase Orders

Pick the vendor and the cost

The vendor fields are chips with inline pickers: supplier (recent vendors for this kind of work are suggested), vendor cost, markup, and the expected-back date.

app.printcore.ai/jobs/1002
Pick the vendor and the cost

What to do

Click the Supplier chip and choose or add the vendor. Enter the vendor cost for the whole line. The sell price is suggested from vendor cost × your outsource markup (a shop-wide default in Settings → Pricing, with a per-line override) — it never overwrites a price you've already set.

Why it matters

One place records who builds it and what they charge, and the margin is explicit instead of guessed.
Step 3 of 6Outsourced Work & Purchase Orders

Raise the purchase order

From the job ticket, outsourced lines roll up into a PO — one per supplier per job. Lines already on a PO are excluded, so you never order the same work twice.

app.printcore.ai/purchase-orders
Raise the purchase order

What to do

Click Create PO → supplier on the line. The draft PO is created on the spot and the line shows On purchase order. Send it and track it through Draft → Sent → Confirmed → Received from Purchase Orders in the sidebar. Vendor status on the job reads from the PO.

Why it matters

Two channel-letter lines going to the same fabricator are one order, not three.
Step 4 of 6Outsourced Work & Purchase Orders

Outsourcing in the calculators

The Channel Letter wizard's Production Source step and any vendor-supplied preset use the same vendor chips, so a quote built there arrives on the job with the supplier and cost already filed.

app.printcore.ai/quotes/channel-letter/new
Outsourcing in the calculators

What to do

Outsource a channel letter set, or quote a vendor-supplied product from the catalog. Open the job afterwards — the line is already flagged and ready for a PO.

Why it matters

You type the vendor's price once, when you quote — not again when you order.
Step 5 of 6Outsourced Work & Purchase Orders

Suppliers have their own screen

A supplier can be where stock comes from, who fabricates outsourced work, or both. Contact, terms, and account number live on the record; POs and outsourced lines point at it.

app.printcore.ai/suppliers
Suppliers have their own screen

What to do

Click Suppliers in the sidebar to add or edit vendors.

Why it matters

Every PO and every outsourced line references a real supplier, so cost reports by vendor are possible.

Outsourcing under control 🤝

Last one: the job ticket — where quotes, files, proofs, shipping, and invoicing all come together.