Managing Items

The Items section lets you select and add items to an item list. These items are displayed on the Item List tab when you create a work order for a repair.

Tip

To view the Add Item dialog box, click the Add Item link.

To add items to an item list

1.    Search and view the item list.

2.    In the Items section, click the Add Item link.

The Add Item dialog box opens.

3.    In the Advanced Search Options - Inventory section, specify the following search parameter to display the items that you want to include in the item list:

o      In the Item Number box, type the item number.

o      In the Item Name box, type the item name.

o      In the Stock Type list, select the stock type as stock or non-stock.

o      In the Storeroom list, select the storeroom where the item exists.

o      In the Other list, select a parameter based on which you want to perform search.

o      Select the Exact Match check box if you are sure that you have entered the correct text in the Item Number box.

4.    Click Search.

The Search Results grid displays the items searched based on the search parameter.

5.     Select the items you want to add to the item list and specify the quantity of items you want to issue in the Qty column.

6.    Click one of the following:

o      Save to save the information and close the dialog box.

o      Save & New to save the information and add another record.

o      Cancel to disregard any changes and close the dialog box.

Note: You can remove items from the item list by selecting the items from the Items section and clicking the Remove Selected link.

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