You may find that at times you need to add a temporary part to an invoice. This may be because the part is specific for the job you are carrying out and isn’t one you regularly stock. In these types of instances you may wish to create a temporary part for a one off use.
To add a temporary part to an invoice or jobsheet, follow these steps:
Begin by opening an existing invoice or creating a new one.
In the invoice or jobsheet, select the "Parts" section to access the list of available stock.
Look for the "Temp Part" button, usually located in the bottom left corner. Click on it to create a temporary part entry.
A form will appear where you can input details for the temporary part. Only fields marked with a red asterisk are required.
Enter relevant information such as part name, description, quantity, price, etc.
After filling in the necessary details, click on the "Save" button.
The temporary part will now be added to your invoice or jobsheet without being included in your permanent list of parts.
You can follow the same process from a Jobsheet. From a new or existing Jobsheet select ‘Jobsheet Items’, as with above you will be able to select ‘Parts’ and then ‘Temp Part’.