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Installation List

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

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❑This Installation List page displays the Inventory Items previously identified in the Parts List tab of the Service Ticket's associated Work Order Form, and allows for the addition of the Quantity actually used

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

 

•All of the Parts List tab entries for this Service Ticket are listed with the following information:

 

HelpFilesTechPro-InstallationListPage

Tech Pro app - Service Ticket - Installation List page

 

✓Item - An Inventory Item identified in the Parts List tab.

✓Quantity - The Quantity available to be used as identified in the Parts List tab.

✓Description - The description of Inventory Item

 

❑Understanding the Quantity field and Using the Add n button

•The Installation List page lists all of the Inventory Items and associated Quantities that were previously identified in the Parts List tab as "probably needed" for this Service Ticket (Work Order).

✓The Quantity field only identifies the Quantity of the Inventory Items that are available to be used that were identified in the Parts List tab.

✓However, it's quite possible that some of the Inventory Items listed, and/or some of the available Quantities will not actually be used during the Installation or servicing of this Work Order.

 

•Therefore, when one or more of the Inventory Items listed on the Installation List page is still available to be used: an Add 1 and Add n button (equal to the total Quantity defined in the in the Parts List tab) will appear below that Item.

 

HelpFilesTechPro-InstallationListPage-Add1-Add2Buttons

Tech Pro app - Service Ticket - Installation List page - Add 1 and Add N buttons

 

✓Add n - Tap either Add 1 or Add N (as appropriate) to indicate the Quantity of the Inventory Item that was actually used on this Service Ticket

 

HelpFilesTechPro-InstallationListPage-AddedItemMessage

Tech Pro app - Service Ticket - Installation List page - Post Inventory message

 

✓Tap the OK button to acknowledge and post this action.

✓The Inventory/Materials Usage (Inventory) page will be updated to show this Inventory Item usage.

 

HelpFilesTechPro-InstallationListPage-RemainingToAdd

Tech Pro app - Service Ticket - Installation List page - Item now only has one Add button

 

✓If the Quantity used reduces the Quantity available below 2, then the Add N button will no longer be available.

✓If the Quantity used reduces the Quantity available to zero (0), no Add button will be available.

 

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