Quick Inventory Capture
- Michelle Russell
Inventory can be quickly added from a telephone enquiry to assist in providing a quote. An inventory is quickly created and added to a new or existing Job using the Quick Inventory window. The window contains a pick list of inventory items than can be selected from to create a new inventory.
How to Add Inventory Items:
Navigate to Sales > Quick Inventory in the main menu. The Item Pick List is displayed at the right of the Quick Inventory window.
Select the desired Room Location and Item Destination using the drop-down boxes located at the bottom of the Pick List.
If a room is not listed, it can be added by selecting an existing room and clicking the Add
button. e.g. selecting Bedroom and clicking
will create Bedroom2. Default rooms can be added in Codes Management , when filtering the Type dropdown by “Room”.
Click the required items in the Pick List. They are added to the list of items at the left of the window. The list can be filtered to display all furniture with the All
button, a subset of possible items based on the selected room with the Furniture
button and a list of available packing materials with the Packing
button.
If an item is not displayed in the Pick List, enter the item name at the top of the Pick List and click the Add
button. Default items can be added to the list from Inventory Management .
Modify any details about an item by selecting the desired field and entering information as required.
You can also adjust additional details of the item by using the fields at the bottom of the window. Fields in this area include item or crate dimensions, weight, other details and item condition.
Once the inventory is complete, click the Move to Removal Plan (Job) at the top-left of the window.
Select a Job from the Lookup window and click OK.
Click Yes to confirm adding the inventory to the Job.
