Sometimes, a customer may already own the items required for a project or want to procure them from their preferred vendor, but they still wish to have you install, program, and maintain them. Such items can be marked as "Client-Supplied" in the quote.
The prices of the client-supplied items are not included in the quote; however, you can still provide installation and programming assistance through project events and services, as well as service calls.
Fully client-supplied
To mark the entire quantity of the item as client-supplied, click the item and select "Client Supplied" in the side panel. This will show a "Client Supplied" label in both the quote and the proposal for the quote.
The price, cost, and other price-related fields will be set to zero.
In this example, the customer will supply all 3 cameras.
Partially client-supplied
If the customer supplies some of the item quantity, split the item entry into two distinct rows in the quote: one row for the assured quantity and another for the optional quantity. Then, you can mark the item row with the item quantity supplied by the customer as client-supplied.
The price of the client-supplied cameras is set to zero. However, the labor to install the cameras is still in the quote.
In this example, the customer will supply 2 of the 3 cameras, so the entry for 2 cameras is marked as client-supplied.
Client-supplied item in the proposal
The following example shows how a client-supplied item is seen in the proposal.
