Sometimes, a customer may already own the items required for a project or want to procure them from their preferred vendor, but they still want you to install, program, and maintain them. Such items can be marked as "Client Supplied" in the quote.
The prices of these items are not included in the quote, but you can still provide installation and programming assistance through project events and services through 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 the quote and the proposal for the quote.
The price, cost, and other price-related fields will be set to zero.
Partially client supplied
In a case where the client supplies some of the item quantity, split the item entry into two distinct rows in the quote and mark the item entry with the relevant quantity as client supplied.
In this example, the client will supply 2 of the 4 cameras, so the entry for 2 cameras is marked 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.
Client supplied item in the proposal
The following example shows how a client supplied item is seen in the proposal.
