Add Parts & Materials Costs to a Work Order (Android Devices)

Within the system, the term “costs” is used to refer to labor, parts and materials, spot purchases, and/or miscellaneous costs. Although costs can be added at the end of a work order, it is often more convenient to add them as you go so that you do not forget anything.

To add parts and materials tracked in the inventory feature and stored in stock locations, such as your truck or a store room, complete the following steps:

1. On the Work Order details screen, scroll down and tap the All Costs row. Show me

2. On the Costs screen that appears, tap the Add > link in the Materials section. Show me

Note: If costs have already been added to the work order, the screen might look slightly different than the example shown above.

3. On the Find Product screen, search for a product or manufacturer by entering at least two letters in at least one of the fields and tapping the Search button. Show me

Note: If your search returns no data, tap the Back button on the phone to return to the Find Product field and try a different set of search criteria. If you still do not see anything, stock locations might not be set up in the system.

4. When a list of search results appears, tap the name of the product that you want to add to the work order. Show me

5. On the Stock Locations screen that appears, tap the location from which you took (or will take) the product. Show me

The Add Material Cost screen then appears, displaying the product name, location, and unit price of the selected item. Show me

6. (Optional) If you need to, tap the Price field to change the default price for the product.
7. Tap the Quantity field to enter the number of items to be added to the work order or leave the default set to 1 if you are only adding one.
8. When you have finished, tap the Save button at the bottom of the screen to save your changes and have them added to the work order Costs screen.
9. (Optional) If you need to add more materials to the work order, repeat steps 2 through 8.
10. When you have finished adding materials, review the materials costs for the work order using the Costs screen and then tap the Back button on your phone to return to the Work Order details screen.