When adding items to quotes or invoices, use the From Inventory option to add items from your Inventory, including Task-specific lists, SOR lists and items, and Assemblies.

See Add items to a quote or Add items to an Invoice for other methods of adding line items.

There are a few ways to add items from your Inventory, depending on the tab you're on:

• If you're on the Overview tab, tap the green plus button > Add Line Items > From Inventory
  • Alternatively, tap Add/View Line Items to jump to the Line Items tab (see next step)
• If you're on the Line Items tab, tap the green plus button > From Inventory

To add inventory items

1. Use the
   1. Filter options to select which set of items you want to display (e.g. inventory items, assemblies, etc)
   2. Category selector to display items within their categories and sub-categories
   3. Search options at the top to quickly search items
2. Tap Add Item and edit the quantity if necessary
3. Repeat to search and add more items
4. Tap Save and close to add your items.
   

   Review items

   For Quotes, you can first review your items and edit quantities if necessary. Tap Selected Items to review and then Add selected items to quote to confirm.

    

An alternative to the search box and the category search is the Advanced Search. This is ideal if you know some of the item's other details, e.g. the Identifier or Manufacturer.

Tap (magnifying glass with text) to use Advanced Search. Switch between Inventory, Task Lists, SOR Lists, SOR Items, and Assemblies from the top section and fill out what information you want to search in the relevant field(s). Tap Search Item to display results. The following screen will display how many items match the criteria and labels will tell you what you searched. Tap the x on a label to expand your search. Tap the X at the top right to return to your inventory list.