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Inventory

This Help File Page was last Modified on 05/27/2012

Inventory

This Help File Page was last Modified on 05/27/2012

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Inventory

This Help File Page was last Modified on 05/27/2012

Previous topic Next topic  
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

 

1.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.
HelpFilesSearchIconClick 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.