This will cover the tabs listed under the "Items & Parts" section of the Setup Table.
Items are intangible products. For example, service calls, inspection, and monitoring would be considered “items”.
Parts are tangible products in your inventory you would install.
Both items and parts can be created in the field. For more information go to (hyperlink).
Articles
Categories
Create categories and sub-categories for your items and parts for searching and sorting purposes. The following instructions apply to both items and parts. Adding a New Category Click “New Category” in the upper left corner. Input the name ...
Items
Items are intangible products. For example, service calls, inspections, and monitoring would be considered “items”. Invoice Items are billed to customers. Vendor Purchase Items are purchased from vendors (hyperlink to vendors). The following applie...
Manufacturers
This tab allows you to group your parts by manufacturer for searching and sorting purposes. This is used for parts only. Adding a New Manufacturer Click “New Manufacturer” in the upper left corner of the page. Input the name of the manufacture...
Parts
Parts are tangible products in your inventory you would install for customers. Adding a New Part Click “Create Part” at the top of the page. Complete Fields Complete the fields in the “Edit” box that appears. Part Code Enter a unique par...