Inventory\Material section

□	Inventory\Materials tab - This Inventory\Materials option is used identify the various expenses incurred while servicing this Work Order when the Technician(s) complete the repair, installation, or inspection requested on the Work Order.

►	Note 1: For Inventory Tracking & Job Costing System Users - If this Service Request's Inventory\Materials entry identifies Inventory Item(s) used to complete a Job Task, this information is automatically inserted in the Inventory Used sub-tab of the Inventory tab on the Job Costing Form.

►	Note 2: Also see the "Using the Packages Icon" section below.

•	To record the Inventory Items installed, and/or the Material costs consumed to accomplish this work, Click the Inventory\Materials option:

•	The Lock/Unlock Panel Pin is initially set facing down which is the Locked Position.

•	When the required information is entered and saved, Click this Pin to Unlock the Inventory\Materials Panel.

HelpFilesServiceRequestInventoryTabWithPackagesIconShown

Service Request Form - Inventory\Materials tab

•	Click Add ("+")

•	Item - Use the Drop-Down Selection List to Choose the Inventory Item or Material cost (defined as a Sale-Purchase Item) for this charge to the Work Order.

•	Description - The Description created, for the Sale-Purchase Item selected above, will be inserted.

▪	This default description may be modified, if needed, for improved clarity.

•	Qty - Enter the Quantity used (the default value is 1 but may be changed as required, with up to two decimal places permitted such as 1.25).

•	Cost - The Cost will be inserted automatically.

▪	This "Cost" is actually based on the Retail Price entered for the selected Sale-Purchase Item.

▪	Therefore this "Cost" is what will be billed to the Subscriber.

▪	This Retail Price may be modified, if appropriate.

•	Net - The result of the Quantity (Qty) multiplied by the Retail Price (Cost).

▪	When the Service Request is Invoiced (using the Invoice button on the Completion section), this Net amount is the amount that gets billed to the Subscriber.

•	Tech - By default, this is the Lead Technician assigned to the current Service Request.

▪	A Tech must be assigned to each Inventory\Material record that is entered.

▪	Use the Drop-Down Selection List provided to Choose a different Technician, if appropriate, when Multiple Technicians were assigned to this Work Order.

•	Warehouse - If any Sale-Purchase Item entered here was defined as an Inventory Item, the Default Warehouse will be inserted.

▪	Use the Drop-Down Selection List to Choose the Warehouse from which this Inventory Item was actually taken, if it was not that Default Warehouse.

•	Commission to - A Salesperson may also be identified on the Inventory\Material record of a Service Request.

▪	If assigning a Salesperson to an Inventory\Material record, only those Employees whose Employee Type is identified as either Sales or All will be available (in the Drop-Down Selection List list) for populating the Commission to field.

•	Save ("ü") this Inventory\Materials charge.

▪	If this Inventory entry creates a Negative On Hand Quantity for the selected Inventory Item, a Negative Inventory Warning message will be displayed.

HelpFilesNegativeInventoryWarningMessage

Warning - Negative Inventory

▪	Click the Yes or No button, as appropriate.

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This Pop-Up Negative Inventory Warning will be displayed when an Inventory item is added to an Invoice and the addition of that Inventory item results in a Negative On Hand Quantity value for that Inventory item, but only if the ConfirmNegativeInventory option in the Company Settings Form is set to True ("T").

•	Repeat these Inventory\Materials tab steps, as needed.

►	Note: Once this Work Order is Invoiced (using the Invoice button on the Completion section), modifications to these entries can no longer be made.

•	Using the Packages Icon:

•	Proposal Packages provide an efficient way to quickly and accurately insert a previously defined set of Inventory Items into the Inventory\Materials tab of the Service Request Form

HelpFilesSearchProposalPackageDialog

Search Proposal Packages dialog

▪	Click the Packages Icon to open the Search Proposal Packages dialog.

▪	Select the desired Proposal Package.

▪	Click the OK übutton to Close the Search Proposal Packages dialog.

HelpFilesServiceRequestInventoryMaterielsTabPackageInserted

▪	The contents of the Selected Proposal Package will be inserted into the Inventory\Materials list.