Materials

Add materials from favorites, catalog, warehouses, or manual entry.

Materials

Use Materials to register used items on a work order.

You can add items from Favorites, Catalog, or Warehouses.

What you can do

• review quantities, notes, totals, and prices
• add items from allowed sources
• meet company rules before sending the work order

In this section

• Material Catalog
• Warehouses
• New Item (Material)

1

Open Materials

Open the work order, then open Materials.

2

Choose a source

Pick Favorites, Catalog, or Warehouses.

Create a new item only when manual entry is allowed.

3

Add and review items

Search, scan, or select the material you need.

Adjust the quantity or note before you continue.

4

Finish the work order

Send the work order after the material list is complete.

Some setups require catalog items or a minimum item count.

Keep in mind

Materials can be required before the work order can be completed.

Some companies only allow materials from the catalog.