The second tab on the Component Window is the Special Instructions Tab. In this tab, you can enter information such as shipping, handling, fabrication, or other instructions for Vendors. The information entered here will print on Purchase and Work Orders.
Purchase Order Special Instructions
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 Quick Text Glossary and retrieve them by clicking on the Quick Text or text bubble while in the 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 Settings but, of course, can be changed as needed.
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.
CFA Required: Check this option if you need your Vendor to send you a "Cutting for Approval". This 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.