Create New Non-Stock Item When Adding Items to a Work Order (iPad)
When adding a non-stock item on a work order, users can create a new non-stock item on the iPad. This is useful for field users who might not always know which items they need in advance.
- Open a work order record.
- Click the Items tab.
- Click + Add.
- Click Non-Stock Items.
- Click + Add.
- Fill in the Item Name, Vendor, and Category.
- Click Save. The item should appear in the list of non-stock items.
- Tap the item from the list until a check mark appears.
- Tap the checkmark in the upper right hand corner to add the new non-stock item to the work order.
- Select Estimated or Actual Units and enter a Cost.
- Click Attach.
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