Add an Item |
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1.On the ribbon, go to Items > Add Item. The Adding new Item form is displayed.
2.Enter a code that will easily identify this Item. At this stage the Item can be saved, although Jim2 will warn that the the Description, Make and Model fields should be completed. These can be added later, if necessary. 3.Enter the description of this Item in the Description field. 4.If required, either enter or choose from the drop down options, to enter the make and model of the Item in the Make and Model fields.
5.Enter the name of the user who is primarily responsible for selling or servicing this Item, depending on the job type. If there is only one person capable of this function, tick Default Name Only as well.
6.In the Job Type of the Item header, choose whether this Item relates to a sales or service job from the drop down options.
7.In the Serial Number section of the Item header, make selections that apply to this Item. 8.In the Invoice Description section of the Item header, tick the boxes to have an invoice description for this Item, and whether to display that description.
Hyperlinked fields The following Items fields provide hyperlink access to view associated information. Hovering the cursor over the wording to the left of the field will display the label name in blue if it is hyperlinked. Click on the label and choose the option to view. Code – will open the cardfile of the code entered here.
How to Add Stock to a Manufacturing Item |