If you want to access your Hot list-Frequently used items and jobs, you need to do right click on the description field in POS.
This list can be modified according to your needs.

  • Click on the green "+" or "Display Packages" in order to add a product/package
  • You can use the "Reset columns" button to clear the list.

 

 

 

  • Go to "Inventory" / "Product/Job code management"
  • Choose a product
  • Click on the "Folder" icon and choose a picture
  • The chosen picture will be visible in the estimate

The user now has a list of preferred items. This new list includes frequently used items in a separate list that allows you to quickly select and search.
To access the list

  • From the estimate, press “F5” or “+” to add an item.
  • Right-click in the product description field in the added line.
  • Choose one of the three options.
  • Add a code to the list of preferred codes by clicking on the “+”.
  • Delete one or more codes simultaneously using the check boxes and clicking on “-”.
  • Select one or more codes in the list using the check boxes and add them to the estimate using the “Select” button (round green button with a green check mark inside).


Another way to add a code to the list:

  • Select the product in the estimate.
  • Right-click in the product description line in the added line.
  • Choose one of the three options.
  • Add the code in the list of preferred codes.
  • Delete the product in the list of preferred codes.
  • Cancel.

 
  • Select an estimate.
  • Click on the line to be edited.
  • Enter the new product code in the edited line.
  • By changing the product number, a small window will appear that allows you to quickly change some of the product data.
  • The check boxes determine the elements that will be changed in the “point of sale” only:
  • Product number: Replaces the previous product number with a new one.
  • Description: If this box is checked, the description of the new product will be transferred to the “point of sale.” This field will be empty if the product does not exist in the inventory.
  • Price: If this box is checked, the new price entered by the user will replace the previous price in the “point of sale.”
  • Quantity: Same as in the “point of sale.” If this box is checked, the new quantity will replace the one in the “point of sale.”
  • Unscheduling an appointment: If the selected product is in the “Job” category (for example: an oil change) and an appointment has been associated to it, this box will be visible. It allows you to reset the appointment information in the “point of sale.”

Note: The changes will be made locally in the estimate and will not be applied to the code management module. They will therefore not affect the other estimates.


The buttons:

  • Diskette: Makes the changes and sends the user back to the “point of sale” with the new values in the fields.
  • Round arrow: Cancels the changes and repositions the user in the “point of sale.”

Once the form is closed, the user is brought to the description field. The changes apply only in the fields. You must perform the classic product add/modify procedure to apply the changes to the work order.

 

 

 

  • Select an estimate.
  • Add the product code and click on the upwards arrow.
  • Enter the line code and click on “Enter” to continue the operation.