Component Window - Special Instructions Tab

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The second tab on the Component Window is the Special Instructions Tab.  Here any shipping,  handling, or other instructions for Vendors can be entered to print on Purchase and Work Orders.

 

component_special inst tab

 

PO Special Instructions:  Enter any instructions or necessary communication to the Vendor in this field which will be printed on the Purchase Order after all of the Components are listed.  These instructions are used to make comments to the Vendor about the entire Purchase Order.  For example, you might be ordering a table and a glass top.  The Special Instructions for the glass top may be to install it onto the tabletop.  Special Instructions generally relate to the Purchase Order in its entirety or to the Vendor themselves.  If instructions are specific to a single Component, you may consider placing them into the Component Description instead of using Special Instructions.  If you have instructions that you enter repeatedly on Purchase Orders, you can store the instructions in the Remarks / Notes Glossary Window and retrieve them by clicking on the Search search button button while in the  PO Special Instructions memo field.

 

PO Sidemark:  The information recorded here will print under the Component on the Purchase Order.  A Sidemark is used to tell a Vendor how to properly tag merchandise for delivery.  This field will default to the Sidemark as defined in the Project Window – Defaults Tab but, of course, can be changed as needed.

 

CFA Required:  Select this option if you need your Vendor to send you a "Cutting for Approval" which is a sample of the product, usually a fabric swatch, before they fill the order. "CFA Required" will appear under the Component on the Purchase Order when this option is selected.

 

Workroom Special Instructions:  The Component Workroom Special Instructions are used to make comments to the workroom for the individual Component itself.  Overall instructions for the workroom regarding a particular Work Order are entered on the Item Window - Workroom Tab.  For example, the workroom might be fabricating a particular window treatment for you.  The general fabrication instructions would be entered on the Item Window - Workroom Tab.  However, the Component for the finials might have further instructions regarding their assembly which would be entered into the Component's Workroom Special Instrutions.  If you have instructions that you enter repeatedly on Work Orders, you can store the instructions in the Remarks / Notes Glossary Window and retrieve them by clicking on the Search search button button while in the Workroom Special Instructions memo field.

 

Ship On or Before:  This date will print on the top of the Purchase Order and represents the date by which you would like to have the Vendor ship the Component.  If more than one Component has a Ship On date, the earliest date will be used on the Purchase Order.

 

Part of Work Order Heading:  Select this option to indicate that the Component essentially represents the overall fabricated merchandise rather than a constituent piece of the assembly.  Since each Item must have one Component, it would be redundant to display information from the Item Window - Workroom Tab in the header of the Work Order then repeat it in the body of the document when the Component is listed.  Choosing the Part of Work Order Heading will prevent the Component from being displayed in the body thereby avoiding any confusion to the workroom.