Inventory

□	Effectively Tracking your Inventory Usage is a critical part of managing the Installation and Service sides of your business properly.

HelpFilesJobCostingInventoryTab

Inventory tab on the Job Costing Form

•	The Inventory tab on the Job Costing Form provides a simple to use Form to identify the Inventory that has been Used, or Reserved, for the selected Job.

•	The Inventory tab has two sub-tabs:

HelpFilesJobCostingInventorySubTabs

Inventory sub-tabs on Inventory tab of Job Costing Form

Inventory Used - This sub-tab accepts the Use Inventory transactions from the Inventory List sub-tab, allows for a direct entry into this Inventory Used list, and includes those Inventory Items that have been identified on the Inventory\Materials tab of a Service Request Form, which was created as part of the execution of a Job Task.

2.	Inventory Reserved - This sub-tab allows you to commit existing Inventory Items that will eventually be installed by a Technician at the Job, as part of the completion of a Job Task.

3.	Inventory List -This sub-tab on the Inventory tab of the Job Costing Form allows you to manually enter, or automatically receive from a Converted Proposal, an Inventory List from which you may Order Inventory, Reserve Inventory and/or Use Inventory.

□	Locating the Job:

•	To record Inventory Used, on the Main Menu, Select the Maintenance menu and Choose Job Costing.

•	You should have already entered the Job Task that supports the need for this Inventory entry.

•	Locate the Job to which you need to record Inventory Usage.

•	Click the Search icon at the top of the Job Costing Form to open the Search Jobs dialog.

•	Search By - Use the Drop-Down Selection List to Choose your desired search method.

HelpFilesSearchJobsSearchBySelections

•	Search Value - Enter the characters that will best locate the desired Job. As you enter information, the record pointer4will be continually relocated based on your entry.

•	OK - Click OK ü when you have the correct Job located.

HelpFilesSearchJobsDialog

Search Jobs dialog

□	Inventory Used tab - Record the Inventory items that a Technician has actually Used in the Inventory Used sub-tab.

□	Inventory Reserved tab - When you need to Reserve Inventory for a specific Job, use the Inventory Reserved sub-tab to identify those Inventory item(s).

□	Inventory List tab -This allows you to Order Inventory, Reserve Inventory and/or Use Inventory from a predefined list of Inventory Items assumed to be required for a specific Job.