Inventory/Materials Usage Page

This Help File Page was last Modified on 06/24/2017

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Inventory/Materials Usage Page

This Help File Page was last Modified on 06/24/2017

This Inventory/Materials Usage (titled Inventory) page identifies the Inventory and/or Materials that were required to complete this Service Ticket.

HelpFilesTechPro-DetailPage3BarMenuIcon On the Service Ticket page, Tap the 3 Bar Menu Icon (see hand pointer in illustration), then Tap the Inventory/Materials Usage option to display the Inventory page.

 

Inventory Items and Material Expenses for this Service Ticket - which have been identified as Used - are listed with the following information.

This Usage may be identified three ways:

1.In the Installation List page using the Add N button.

2.Use the Add Inventory button on this Inventory page.

3.In the Inventory\Materials Drop-Down Box on the Service Ticket's associated Work Order Form

 

HelpFilesTechPro-InventoryPage

Tech Pro app - Service Ticket - Inventory page

 

Item Name - The Inventory Code ( & Description ) of this Item

Quantity - The Quantity that was used

Warehouse - The Warehouse from which the Item was withdrawn

Description - The Description of this Inventory and/or Material Expense Item

 

Options on the Inventory/Materials Usage (titled Inventory) page

New Inventory Item and Material Expense entries may be added, as needed.  

Tap the Add Inventory Item option on the Inventory page to display the Add Inventory page

Quantity - Enter the Quantity of Items that are to be (were) used.

 

HelpFilesTechPro-Inventory-EnterNumberUsed

 

Item - Locate and select the Inventory/Material Item that is to be (was) used:

If an U appears in the Item field, Tap that U to remove it.

Tap the Search Icon in the Item field and start typing the Item's Code

 

HelpFilesTechPro-Inventory-ItemEntry-PickFromList

Tech Pro app - Service Ticket - Inventory page - Item Entry creates Drop-Down Selection List

 

oAs shown above, when you type the Item Entry, the Inventory Code (Description) of the Item that most closely matches what was typed - will appear in the the field immediate below.

oTap the desired record when it appears.

oIt will either be accepted, or a list of Items which all match your entry will be displayed.

oIf a list is presented, Choose (Tap) the correct one.

 

Alternately, you may Tap the Down-Arrow in the the Inventory Code (Description) field to see a Drop-Down Selection List of all Sale-Purchase Items.

 

HelpFilesTechPro-Inventory-PickFromDropDownList

Tech Pro app - Service Ticket - Inventory page - Sale-Purchase Item Drop-Down Selection List

 

oTap the desired record when it appears.

oIt will either be accepted, or a list of Items that all match your entry will be displayed.

oIf a list is presented, Choose (Tap) the correct one.

 

Warehouse - The Default Warehouse will be selected automatically.

Alternately, you may Tap the Down-Arrow in the the Warehouse field to see a Drop-Down Selection List of all Warehouses.

Tap the desired record when it appears.

 

HelpFilesTechPro-InventoryPage-ChooseWarehouse

Tech Pro app - Service Ticket - Inventory page - Warehouse Drop-Down Selection List

 

Description - Enter a brief description of how this Item was used.

 

HelpFilesTechPro-InventoryPage-EnterDescriptionOfInventoryUsage

Tech Pro app - Service Ticket - Inventory page - Description (of why is was used)

 

HelpFilesTechPro-SaveButton Tap the Save button and Tap the OK button to complete the entry.

The Add Inventory Item page will close.

The new Item will be inserted into the Inventory list.

 

Previously recorded Inventory Item and Material Expense entries may have the Quantity changed

Locate the Inventory Item that is to be changed.

HelpFilesTechPro-InventoryPage-EnterQtyButtonTap the Enter QTY button

The Edit Inventory page will be displayed

Update the Quantity (and Description) fields, as needed.

Tap the Save button to complete the entry.

The Update Inventory Item page will close.

The updated Quantity for this Item will be shown in the Inventory list.

 

Previously recorded Inventory Item and Material Expense entries may be deleted

Locate the Inventory Item that is to be deleted.

HelpFilesTechPro-InventoryPage-DeleteButtonTap the Delete button.

 

That Inventory Item will be removed from the Inventory list.

 

HelpFilesTechPro-DetailPage3BarMenuIcon Tap the 3 Bar Menu Icon and Tap the (next) required Menu option.