Recording materials not only adds your costs to a job but it is also essential for accurate stock control.
Materials used on a job are viewed and recorded by tapping Materials in the Items tab.
Tap 
(Add Item) to add materials to a task and select the relevant option.
See below for instructions on how to use each option.
Option | Description |
|---|---|
| Search | Do a quick search from your inventory. Barcode Scanning You can also scan an item's barcode using this option. |
| Standard Material | Navigate through your inventory categories to select items. |
| Quote Material | Select items from your quote worksheet (only available from a quoted task). |
| Inventory Lists | Select inventory items from a Task Specific List, Assembly or SOR list. |
| Ad-hoc | Manually enter one-off items (ad-hoc materials) that are not listed in inventory. |
If working on a project task, you'll have an additional Select Task section at the top of the list of material items. Use this to view materials from other tasks in the project and add items if necessary.
Original Task
The task that you initially navigated to is known as the Original Task. When saving materials to another task, however, this new task will now be known as the Original Task (and will also be referenced in the task header). This task will remain when switching tabs (i.e. to Labour or Expense).
Search for Materials
- Tap (Add Item) > Search
Enter at least 3 characters into any of the fields.
Barcode Scanning
If your material has a barcode recorded in AroFlo, you tap the
(black square) to scan the item's barcode. You can also use an external scanner paired to your device to populate any fields with a corresponding barcode, e.g. Part No, Identifier. See Barcode Scanning for more information.- Tap Search at the bottom of the popup. Results will be displayed.
Add Search Results
Once the search results are displayed:
- Select where the stock was taken from (defaults to current user).
enter the quantity used against each item.
Tap the corresponding category to display all items within that category.
- Tap Save to add the items to the task.
- Tap Materials to return to the task material screen.
After searching inventory, you can switch to Quote Material (if applicable) or Inventory Lists by using the green plus button
You can also tap Search from within the Standard Material and Inventory Lists section, however the behaviour will be slightly different.
Add Inventory Items
Inventory items are organised in categories (and sub-categories) that have been created in AroFlo Office.
You can browse through the categories and book items out directly from the category.
- Tap (Add Item) > Standard Material
- Select the Category you want from the list.
Select the sub category (if applicable)
Tap the category or sub category headers to navigate back and forth.
- Select where the stock was taken from (defaults to current user).
Enter the quantity used into the fields on the items
Tap an item to view additional item details or to view documents and photos attached to the item.
Save.
- Tap Materials to return to the task material screen.
Add Quoted Items
If the task you're working on originated from a quote, or from a project created from a detailed quote, you'll have the option to add materials from the quote.
- Tap Quote Material to bring up the list of items
- Select where the stock was taken from (defaults to current user)
Enter the quantity of each item
Quantities displayed
- The red number represents how many items were on the quote.
- The black counter represents the number of items added to the task.
- Save to add the items to your task
- Tap Materials to return to the task material screen.
For project tasks where the project was created from a detailed quote, the list will display all quoted items within the project but you can use the filter option 
to filter the list:
| Option | Description |
|---|---|
| Task | Displays quoted items if there was a quote attached to the task. |
| Stage | Displays only quoted items from the stage the task belongs to. Only appears if the task is linked to a stage. |
| Project | Displays quoted items from all stages within the project. |
Add Inventory Lists
Inventory Lists are another powerful way of quickly booking out several items on to a task. These lists (created in AroFlo Office) should contain most of the common items you would use on a regular job.
- Tap Inventory Lists.
Select the appropriate category (if applicable).
Select the appropriate list from those displayed.
Filter By
Use the Filter
to filter the list based on Task Specific Lists, Assemblies, and SOR Lists.- Select where the stock was taken from (defaults to current user).
- Enter the quantity used against the items you need.
- Save.
- Tap Materials to return to the task material screen.
Search Inventory Lists
Use the green plus button to Search inventory lists either before or after selecting a category.
Assemblies
If you select an Assembly from Inventory Lists, you're given the option of either setting a total quantity in the header line, or setting individual item quantities (see image).
Ad-hoc materials
If you have used a one-off item that is not listed in your inventory, you can add the item to the task as an Ad-hoc Material item:
- Tap Ad-hoc.
Enter a Part No (if known - your part number or supplier part number)
If you have an external barcode scanner paired with your mobile device, you can scan the part number to populate this field. See Barcode Scanning for more information.
- Enter the name of the Item.
- Enter the quantity of items used.
- Enter a Cost value (if known)
- Tap Save to return to the task material screen.
Editing items
Once you've added items to the task, tap Material to return to the task material screen.
Tap the + or - buttons to adjust item quantities and Save. Alternatively, tap x to remove an item.
Tap the < (back arrow) at the top to return to the task items screen.
If your task contains purchase orders or work orders, material items will be visible under the relevant headings PO or WO.
Tap the purchase order number to open the related Purchase Order.
