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The Items tab lets you view and add items to scheduled tasks. An item
is anything involving a purchase order such as nails, lumber, sinks, contract
work, or payments for inspections. Any tasks involving payment must have
items attached to them in order to be processed.
You can add items seven different ways:
Search &endash; Add items by searching
through a catalog. Favorites &endash; Add items from
a list of commonly used items. Template
&endash; Copy items from an existing template. Job
&endash; Copy items from an existing job. Data Entry &endash; Enter items
manually by SKU number. Contract Item &endash; Add items
that have pre-negotiated pricing established with the supplier and do
not appear in any catalogs. Placeholder &endash; Add a ”generic”
item that may be chosen. For example, microwave. It may be updated at
a later time.
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The Net
Order for each item is shown. To view the changes for an item’s
order, click the View Item Changes
link. |
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