Editing Order Items
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On the Order Items tab, you can add labor, materials and services to your order. On this tab, you can hide service, material or labor items from showing on the printed order. You can also rearrange the order of items on the order. | On the Order Items tab, you can add labor, materials and services to your order. On this tab, you can hide service, material or labor items from showing on the printed order. You can also rearrange the order of items on the order. | ||
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− | ''' | + | '''echnician''' – Select the technician that will work on this order. If you don’t know who will do the work, select Unassigned and your dispatch manager will select the technician when the order is ready to schedule. If your SME Administrator set up Work Groups, you can filter your Technician list by selecting a Work Group. |
'''Service Item''' – Select the type of service you are charging the customer for. This updates the Unit Price field. | '''Service Item''' – Select the type of service you are charging the customer for. This updates the Unit Price field. | ||
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<h3>Add material to an order</h3> | <h3>Add material to an order</h3> | ||
− | + | <br>1. On the Order Items tab, click '''New Material''' and the '''Select Inventory Item''' window will open. | |
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+ | <br>2. Double click on the item you need to add to the order. | ||
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+ | <br>3. The '''Add Items to Order''' window will open. Notice the description of the material and the price and cost at the bottom. The cost is determined by the inventory item. The Price is determined first by the price in the inventory item, but if your customer has a price book assigned, the price book drives the cost. | ||
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+ | <br>4. Update the quantity if needed. | ||
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+ | <br>5. Click '''OK'''. | ||
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+ | The material is added to the order. You inventory manager will need to select stock or place a PO for material if you do not have stock for this item. | ||
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+ | '''**NOTE**''' You SME Administrator may have associated labor hours with a material. If so, when you click OK on the Add Items to Order window, the Labor Editor window will open with the Scheduled Qty field populated with the hours. | ||
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<h3>Add a service to an order</h3> | <h3>Add a service to an order</h3> | ||
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You can add text to your order as shown in the image on the right. This can be used to group items on your order together under a description. | You can add text to your order as shown in the image on the right. This can be used to group items on your order together under a description. | ||
− | + | <br>1. Click '''New Text'''. | |
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− | < | + | <br>2. A text line is entered on the Order '''Items tab'''. Note the '''Item Type''' is Text. |
− | + | <br>3. On the line that was created, click in the '''Item Text''' column and type your text. | |
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