How to Add an Item to a Job on Job Sheet App?

The Job Items such as parts or labour can be added to a job as needed through the Job Sheet App by following the steps below.

1.  On the Jobs page, click anywhere on the Job you wish to view.

The Summary page of the job is displayed.

2.  Click Items.

The Job Items page is displayed.

3.  Click Add item.

The Add item page is displayed.

By default, the Manual entry tab is displayed so that you can enter the items manually.

4.  Select the type of item you wish to add from the Item type dropdown list.

5.  Enter any information or description of the item in the Description textbox.

6.  Enter the number of items you wish to add from the Qty textbox.

7.  Enter the cost per item in the Cost each field.

Note:  You can add items from the repository by clicking the Select from repository tab (if there are items in the Item repository, the Item repository is managed from the Management Console).

Enter details in the Select from repository tab as necessary. The steps to enter data are similar to the manual entry tab.

8.  Click Add.

The item is added to the job.

9.  Click Save.

The Saved successfully dialog is displayed.

10.  Click OK.

Note:  You can edit or delete the job item by swiping from right to left on the job item.

The Edit and Delete buttons are displayed on the Item page next to the item.

• To edit the job item, click Edit and make the necessary changes.
• To delete the job item, click Delete and confirm the deletion.