Enter an inventory transaction before completing an appointment

Field

Description

Appointment

The appointment ID.

Transaction Date

The system date. You can change the date  of the inventory transaction.

Equipment

If equipment is assigned to the service call, you can select the piece of equipment. If no equipment is assigned to the service call, this field isn't available.

Non-Inventory

Depending on the setup, you can choose Yes to create an entry for an item that isn’t an inventory item.

*Cost Code

For a service appointment, a cost code of MATERIAL is displayed and can't be changed.

For a job appointment, choose the cost code.

*Site Inventory/Item Number

Select the site inventory number. You can sort inventory items by number or by description.

This is a required field for inventory and non-inventory items. More information about the item is displayed in the Description field.

If this is a non-inventory item, enter the item number.

For a job appointment, you can add the same inventory item but use a different cost code. For example, a load of mulch can be divided to different locations.

Quantity

Enter the number of units.

Unit Cost

Enter the cost per unit.

This field might not be displayed, depending on the setup.

List Price

Enter the list price per unit.

This field might not be displayed, depending on the setup.

Note: You can’t enter negative list prices for items that have an item type of Sales Inventory, Discontinued, or Kit.

Description

If you select a site inventory number, information about the item is displayed. If the transaction is for a non-inventory item, you can enter a description of the inventory transaction.