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There are three types of inventory lists you can create:

  • Task-specific lists: all the items required for a task are listed, and you can select all or just some of them when adding them to a quote or task.
  • Assemblies: all of the items required for a task are listed and are locked together. You select the whole assembly to add it to a quote or task.
  • SOR (Schedule of Rates) lists: can include inventory items and labour, for invoicing goods or services at a specific price.

Creating a task-specific list

  1. Go to Manage > Inventory.
  2. Click the Task Lists tab.
  3. Click Add Task Lists.

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  4. Select the Task List Category by clicking the  (magnifier) icon.
  5. Enter a Task List Name.
  6. The List Type defaults to Task Specific List; leave it set to this, or click the (down arrow) to select a different list type.
  7. Click Save.

Adding items

Click the name of the task specific list you just created and click the (add item) button, on the far right. The Task List Items window appears.

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You can either add items in two ways:

  • Click Add Items: this allows you to add inventory items one at a time.
  • Click Use Wizard: you can use this function on an empty list. It will ask you to select a Task Type or a Client and will then select and add the ten most-frequently used items for that task type or client.

Moving or deleting items

You can change the order of the listed items by grabbing the  ('move' handle) and moving the item to where you need it, and you can delete an item from the list by clicking the (delete icon) on the far right of the entry.

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When you've finished adding items, click Save and then X to close the Task List Items window.

Using a Task List

  1. Open the task you want to work on and click Material.
  2. Click Multi-Search and select Task-Specific Lists.
  3. Click the name of the list you want to use.
  4. Click Save.
  5. Adjust any details you need to, e.g. quantities, markup. AroFlo will re-calculate, based on your changes.
  6. Click Save and (Task), to return to the task worksheet.

Copy a Task List

You can make a copy of a task list, including saving the copy in another business unit.

  1. Go to Manage > Inventory.
  2. Click the Task Lists tab.
  3. On the task list you want to move, click Edit Task List.
  4. Make any changes that will apply to the copied Task List (such as a different Task List Name, Category or Business Unit)

    If no change is made to the Task List Name, The copied version will be saved with "COPY OF” inserted before the task list name.

    If there are items within the task list that do not exist in the chosen business unit, AroFlo will automatically link those items to the chosen business unit. A warning message will appear first, so you have the choice not to proceed if you don't want those items added.

  5. Click Save As.

Moving a Task List

You can move a task list from one business unit to another.

  1. Go to Manage > Inventory.
  2. Click the Task Lists tab.
  3. On the task list you want to move, click Edit Task List.
  4. Click the Business Unit drop-down menu and select the business unit you need.

    If there are items within the task list that do not exist in the chosen business unit, AroFlo will automatically link those items to the chosen business unit. A warning message will appear first, so you have the choice not to proceed if you don't want those items added.

  5. Click Save.



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