Entering Material Transactions (Mobile)

On the Appointment Detail - Service form, select Material to open the SRO Material Entry - Service form.

The SRO number and description are displayed.
Accept the default line and operation or select a new SRO line and operation.
Specify this information:

Transaction Date

Select the date of the transaction or accept the default of the current date.

Item

Select the item used in the transaction. You can also use the Item Description field to find the item by its description.

Quantity

Specify the number of items used in the transaction.

U/M

Select the unit of measure for the items.

Notes

Optionally, specify any notes for the transaction.
Select Save.
If the item is serial-tracked, specify the serial number(s) for the material that is being issued or returned in the S/N grid.
Optionally, select Add to enter multiple transactions.

The Labor Entered box lists all the transactions that have been entered.