Order Items

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.

Add labor to an order:

On the Order Items tab, click New Labor and the Labor Editor window will open. This is where you will enter the estimated hours required for your technicians, the hours you are billing the customer, the type of service they are performing, select the technician (if you know the technician) and the date of the service.

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.

Payroll Item– Select if your technician is performing regular hourly work, overtime work or other appropriate value. This updates the Unit Cost field.

Scheduled Qty – Enter the hours you need to schedule for your technician.

Equal Billable – Check here if you want the billable qty to equal scheduled quantity.

Billable Qty – Enter the hours you need to bill your customer for. If Equal Billable is checked, this field will be grayed out.

**NOTE** If a price book is set for the customer, the Unit Price field will be auto-populated with the price defined in the price book. The price book overrides the service items, so changing the service item will not change the unit price.

Add material to an order

1. On the Order Items tab, click New Material and the Select Inventory Item window will open.

2. Double click on the item you need to add to the order.

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.

4. Update the quantity if needed.

5. Click OK.

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.

**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.

Add a service to an order

Your SME Administrator may have set up services which you can add to an order. Examples of a service might be “inspection level 1 service” or “hourly subcontractor work”.

**NOTE** When you add a service to an order, it will not show on the dispatch calendar. Only adding labor will show on the Order Dispatch window.

Add text to order items

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.

1. Click New Text.

2. A text line is entered on the Order Items tab. Note the Item Type is Text.

3. On the line that was created, click in the Item Text column and type your text.