The Agent For setting is used when your client pays Vendors directly for orders while you manage the generation of Purchase Orders (POs). In this role, you act as an agent, ordering items that are billed directly to the client.
Note: This setting affects Purchase Orders but has no bearing on Work Orders. If you will be recording Vendor Invoices and Payments for Projects, you should not use Agent For processing.
Set "Agent For" at the Company Level
Applying this setting at the company level will make it the default for all new projects.
1. Navigate to Settings: Click the Settings icon in the bottom navigation bar.
2. Access Workflow: Select Workflow Settings and go to the PO/WO tab.
3. Enable Agent For: Check the box next to Agent For.
4. Update Defaults to Fee: When prompted to change your default percentage types to Fee, it is highly recommended to select Yes. This ensures all items show as a Fee to the client, reflecting that they pay the Vendor directly while you charge a procurement or design fee. If you will be recording Vendor Invoices and Payments for Projects, you should not use Agent For processing.
5. Configure Fee Percentages: In the General tab of Workflow Settings, the "% Type" will now show as Fee. Enter the specific percentage fee you wish to charge for different Component Types.
6. Save: Click Save to apply changes.
Set "Agent For" at the Project Level
Use this method to update an existing project or set a specific project's defaults separately.
1. Open Project Settings: Go to the specific Project and select the Settings tab.
2. Advanced Markup: Click the green Advanced/Markup button and navigate to the PO/WO tab.
3. Enable Agent For: Check the box next to Agent For.
4. Update Defaults to Fee: Select Yes when prompted to change percentage types to Fee.
5. Set Percentages: On the General tab, enter the relevant % Fee for your Component Types.
6. Save: Click Save.
Using "Agent For" in Purchase Orders
Once your settings are configured, you can begin adding items to the project:
Item Appearance: All items will now have the % Type set to Fee, representing your design fee.
Generating POs: After items are entered, add them to a Purchase Order. The generated PO will display the Agent For information clearly at the top of the document.
