ZigaForm version 5.3.5

Why Can’t Our Technicians Add New Items in the Field?

By |2021-08-02T10:59:08-05:00May 19th, 2021|Comments Off on Why Can’t Our Technicians Add New Items in the Field?
Print Friendly, PDF & Email

Introduction

Do you want your technicians to be able to add an item from scratch? Would you have them deciding what item type to add and have them selecting from your chart of accounts? This could create accounting problems. And once an item type has been selected, it cannot be change.

If no, we have a recommendation.

Recommendation

Add one or more Non-Inventory type items to serve as “catch all” items. You might number them as “Non-Stock” or “Not-Listed”. The user selects this item, sets the retail price, and adds a relevant description for that item. The customer does not know the difference. Create a User Filter in TOM, so that people can easily locate these items. The office adds the item (if needed) to the Invoice Item List and replaces the Not-Listed” item with the correct item. You can replace these items on an invoice that has been paid. You just have to make sure the retail price remains the same after your replacement.

Share This Story, Choose Your Platform!

About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Go to Top