Add items to work orders

Use catalog items on work orders so descriptions, prices, and other details fill in faster.

Add items to a work order when you want to register used materials or products.

Using catalog items keeps the work order consistent and faster to fill in.

1

Open the work order

Go to Work Orders.

Open the work order you want to update.

2

Open the items section

Go to the section where you add item lines.

3

Search for the item

Search by item code, description, barcode, or EAN code.

Then select the correct item.

4

Check the line details

Review the quantity, price, note, and any visibility or billing settings.

5

Save the work order

Save the work order so the item line stays linked to the job.

Reorder material lines on a work order

You can reorder the standard materials shown on a work order at any time. This changes the order in which the material lines appear on the work order and on the PDF the customer receives.

To reorder standard materials, use the three-line handle (the drag handle) next to each material line.

1

Open the work order

Go to Work Orders and open the work order with the materials you want to reorder.

2

Find the three-line handle

Next to each material line you will see a three-line handle (three horizontal bars).

3

Drag a material line

Press and hold the three-line handle next to the material line, then drag the line up or down to its new position.

4

Drop it in place

Release the line where you want it. The standard materials now appear in the new order.

5

Save the work order

Save the work order so the new material order is kept.

Why this helps

• item details fill in automatically
• your team uses the same product data everywhere
• work orders stay ready for follow-up and invoicing

If you also use Stock, select the right warehouse so stock changes stay correct.

Frequently asked questions

Can I still adjust the quantity on the work order?

Yes.

You can change the quantity per line.

Can I add items that are not visible on the PDF?

Yes.

That depends on the item settings.

Can I add items in the app too?

Yes.

That depends on your app permissions and setup.

How do I change the order of materials shown on a work order?

Press and hold the three-line handle next to a material line, then drag the material line to a new position and release it. This reorders the standard materials shown on the work order.

Related topics

• Work Orders
• Create a work order
• Stock