Items Tab

Use instructions for the Work Order Items Tab, and all subtopics here, as the model for other Items Tabs appearing elsewhere.

•	Estimate Items Sub-Tab - for Project Estimates

•	Time Slot Details Items Tab - for Items entered directly to Schedule Slots

•	Post Schedule Slots Items Tab - for adding Items while Posting

•	Counter Sales - immediate capture of Parts and Labor for Counter Sales

For full detail about using the Items Tab screen, see:

•	Items Tab Navigation

•	Items Tab - Parts

•	Items Tab - Labor

•	Items Tab - Line Groups

The Items Tab specifically for the Work Order contains the Parts and Labor Items actually used on the job. Information is entered here from various sources.

•	Keyed entry by Employees, either in the office or out in the field

•	Automatically for a Project, brought from the Estimate Items Sub-Tab via Parts Processing

•	Automatically posted to a Work Order during the Posting Process, either from Schedule Slots reflecting work in the field, or directly keyed during Posting

Sample of a Work Order Items Tab. (See Items Tab Navigation for explanation of panels.)

Note that the bottom of the screen may or may not display totals.

•	For a Service Call and for a Counter Sale the bottom of the screen shows totals, since Invoice billing will be taken directly from the Time and Materials on this tab.

•	For a Project the bottom of the screen has no totals. Totals are found on the Estimate Items Sub-Tab for the Project. Invoice billing will result from the Estimated Amounts, not the actual usage during the job.

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