Mobile: ItemsMobile: Items

The Item list shows all the products the customer has purchased. Items are added on Sales Orders, Change Orders, Projects, Work Orders, and Invoices.

The Back Arrow takes you back to the customer details screen.
The Magnifying Glass opens a filter field where you can search for specific items by entering an alphanumeric search string.
The Gears icon gives you the ability to:

  • Hide hidden items
  • View Item Report for specific items that the associated customer has purchased

The Item list itself shows:

  • Part Name
  • The Location where the item was installed
  • The Quantity sold
  • The Serial Number if one was entered
  • The date the item was installed

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Mobile: Item DetailsMobile: Item Details

Item Details

Tap on any item on the list to see the item details.

  • Date Installed – this is the date that parts were marked as delivered on the sales order, project, work order, or invoice.
  • Location Name – if the item was designated for a specific room or location, it will be listed here.
  • Manufacturer – what is the name of the company that makes the part.
  • Serial Number – the serial number of the item as entered during delivery.

Hide Item button
The Hide Item button will flag the part as hidden so it will not show up in the Item List for the customer. Of course, you can always see the hidden items by using Gears icon on the item list (as described above).

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iPoint Version: 9.0828
Last modified: 1 Sep 2020

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