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Add items to a work order

What this is for

List the parts a technician should take, then mark what they actually installed — so you can bill or restock later.

Concepts

On View Work Order, the Product icon adds a required part. Tabs:

  • Items Required — planned parts
  • Items Installed — what was used

Add Required Item: Item, Quantity, Work Order, Description. Save.

On a required row, Install Item opens Add Item Installed (item is already chosen). Set Quantity. Optional: Bill Item ? (then Unit Price), Serial Number if the product is serial-controlled. Save.

On an installed row: Complete Item, Edit Item Installed, Delete Product (Are you sure you want to delete?).

The Product icon always starts a required line. Installing is the handshake on that row.

Before you start

  • A work order exists.
  • The catalog item exists. For serials, Inventory is on and numbers are in stock.

Steps

  1. Open View Work Order.
  2. Click Product. In Add Required Item, choose Item, set Quantity, optional Description. Click Save.
  3. On Items Required, click Install Item when the part is used.
  4. In Add Item Installed, confirm Quantity. Tick Bill Item ? if the customer should pay for it. Pick Serial Number if it appears. Click Save.
  5. On Items Installed, Complete Item when that line is finished.

What happens next

If Bill Item ? was on, the charge can land on billable items. Log time on a task for labor.

If something looks wrong

  • No Product icon. You are on the case, not View Work Order.
  • Serial Number is missing. The item is not serial-controlled, Inventory is off, or there is no available serial.
  • Install Item is missing. You are on Items Installed — go to Items Required.