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Items Tab

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Use instructions for the Work Order Items Tab, and all subtopics here, as the model for other Items Tabs appearing elsewhere.

Estimate Items Sub-Tab - for Project Estimates
Time Slot Details Items Tab - for Items entered directly to Schedule Slots
Post Schedule Slots Items Tab - for adding Items while Posting
Counter Sales - immediate capture of Parts and Labor for Counter Sales

For full detail about using the Items Tab screen, see:

Items Tab Navigation
Items Tab - Parts
Items Tab - Labor
Items Tab - Line Groups

The Items Tab specifically for the Work Order contains the Parts and Labor Items actually used on the job. Information is entered here from various sources.

Keyed entry by Employees, either in the office or out in the field
Automatically for a Project, brought from the Estimate Items Sub-Tab via Parts Processing
Automatically posted to a Work Order during the Posting Process, either from Schedule Slots reflecting work in the field, or directly keyed during Posting

Sample of a Work Order Items Tab. (See Items Tab Navigation for explanation of panels.)

Note that the bottom of the screen may or may not display totals.

For a Service Call and for a Counter Sale the bottom of the screen shows totals, since Invoice billing will be taken directly from the Time and Materials on this tab.
For a Project the bottom of the screen has no totals. Totals are found on the Estimate Items Sub-Tab for the Project. Invoice billing will result from the Estimated Amounts, not the actual usage during the job.

 


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