How to send a summary document for my partners ?

Way-Plan helps you communicate with your partners.

In just a few clicks, you can send the partner/subcontractor of your choice a summary of their activity over a given period, together with the amount owed to them.

Where do I register the amount due to my subcontractor? 

Once your partner/subcontractor has been assigned to the job, all you have to do is go to the job valuation area and enter the purchase price (the cost invoiced by your partner):

How do I send a summary document?

You can generate a PDF document summarising all the jobs concerned and the total amount due to the partner.

1. On the schedule, select the desired period.
2. Click on the green mass actions arrow, then select "e-mail to partners":
   
   
3. Select the relevant partner from the list, then select the email template you wish to send. For example "PARTNER: Order confirmation".
4. To the right of the body of your email, select the attachment named "order summary" available at the bottom of the list.
5. Your document will show all the amounts owed to your partner..

It is also possible to generate a specific CSV export that will include the "purchase price" column if you prefer a spreadsheet document.