Pre-planning of Material
You can plan necessary material in various objects.
To do this, call up an object and select the
section in the navigation bar. In this area you find a list with the material already entered. To add new material click on the button
.
Add articles from warehouse
You can add one or more articles from the warehouse. Enter the required quantity and confirm the entries with
.
Add an article via parts list
You can now also search for articles and add articles based on the parts lists used (machines included in the assignment). To do this, use the
button. After selecting the parts list via the parts list search, clicking the
button will directly display the tree structure of the selected parts list. Articles can be added here individually or at the group level using
.
The search using the usage list displays data only if there are machines in the object for which part lists exist.
Edit article
You can then select an article (material) and add or change details of the article (e.g. change quantity or price) or grant a discount. Save the article by clicking on
. To edit an entry in the list just select
or use
to remove an article from the list.
Objects with material:
Project
Ticket
Service Report