You can find your list of suppliers under 'People' > 'Suppliers'. To add a supplier, click on 'Add a supplier'. You can also add a new supplier directly in a job (in the 'Outsourcing' tab).

To outsource a job to a supplier, click in the job on the 'Outsourcing' tab (in the menu on the left).

The system gives you a list of all the suppliers you have for the service defined (the filter by default is on the service, but you can of course change it). If there isn't any suppliers for this service, you can add a new one using the 'Add a supplier' button. To find the right supplier for the job, you can check the availability of the suppliers and their rating (to manage the availability and the rating of a supplier, go in the supplier's details and use the menu on the left) . Select the supplier of your choice in the list and click on the 'V' icon on the right.

You then arrive in the details of the outsourcing for this job. Here, you can edit the details of the outsourcing, the matches, the price, the status and the due date (when the supplier will send you the files back).

To create a purchase order for the supplier (if he/she needs one), click on 'Create' > 'A purchase order'.

The PO has now been created. The 'Actions' button allows you to edit the details of the PO, generate a PDF document and send the PO per email. 

You can decide on the format of the purchase order number. The system will try to increment it at the next purchase order.
To change the status of the PO, simply click on it.
In the Document configuration field, you can set the language in which you communicate with the supplier (documents and emails). Your language is not in the list? You can add it in 'Settings' > 'Document and email configuration'. The default language specified is the one you defined at the supplier level.

To create a PDF of the PO and email it to the supplier (if you use LSP.expert to send your purchase orders), use the 'Actions' button.

When the supplier sends you the files back, you can change the status of the outsourcing to 'Finished'. The system will then ask you if you would like to create an expense for this outsourcing.

Creating an expense for each outsourcing helps you to get a clear view of your profit and loss in the reports.

Did this answer your question?