Navigation: Mobile Applications > Tech Pro Mobile Application > Using Tech Pro: 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.

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

 

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✓Warehouse - The Warehouse from which the Item was withdrawn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.

 

 

✓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

 

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.

 

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.

 

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

 

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

 

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

 

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.

Tap 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.

Tap the Delete button.

 

✓That Inventory Item will be removed from the Inventory list.

 

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