Overview

The Line Items option contains three components, as mentioned in the Article, Line Items - Introduction. This page provides the definitions for Line Item List, New Line Item, and Line Item Card and the components each contain.

Line Item List

Snapshot

The Line Item List is the database of services and items that can be applied to a work order. The first page of the list provides a summary report of all items previously added to HUB.

The Line Item List page has two primary views. The Line Item List view provides essential information on all items listed in the database, while the Line Item Detail view provides in-depth details on individual items.

List View

The Line Item List view provides users with a report listing all items created in HUB. Each report row represents a single item, while each column provides additional details about the item. The following are the available column definitions that can be applied to the summary report. The first four fields are the default columns visible in the summary report.

Visible Default Fields:

Line Item Name - This is the unique name given to the line item when it was created. The column will always be the first in the report. Each item's name is a blue clickable link that will open the details view of each item.
Line Item Number - The unique number the admin assigned when the item was created. This can be a manufacturer part number, a serial number, or a unique code created by the organization.
Is Serialized - Indicates if the line items have associated serial numbers.
Manufacturer - The name of the manufacturer that created the appliance to be serviced. This field will only contain a manufacturer's name where it is applicable.

The remaining fields are set to hide by default but can be turned on using the Column Visibility button.

Hidden Fields:

Line Item Type: Items are grouped into one of the following five groupings:
1. Parts - All parts that an organization's technicians may have to handle for work order completion. Example: Motor belts or Capacitors.
2. Labor - The work performed by the technician. Example: Installation of New Parts.
3. Products - The services offered to an organization's customer base. Example: Appliance maintenance and repairs.
4. Miscellaneous - An item that needs to be itemized but does not fit into one of the other groupings. Example: A one-off service not typically provided.
5. Travel- Any travel expenses a technician may incur to and from a job site. Example: Over 50 miles to the job site.
6. Copay - The out-of-pocket total an insurance company requires a customer to pay who is using insurance to cover service costs.
Model Number: The unique number assigned to a product or product version by the manufacturer.
Price: The appointed price for one unit of an selected Line Item.

List Report Buttons

Available Filters Button

The Filter button is located in two places. The main filter button is located at the top right of the page, just under the profile icon. The primary filter button can filter results using all column items.

The individual column filter is located to the right of the column headers: Line Item Type, Model Number, Line Item Number, and Is Serialized headers. This filter button is used to filter the results of each header.

Toggle Columns Button

Located next to the main filter button, the column visibility button contains a list of all available columns that can be viewed in the summary report. Users can select what data to view by checking the boxes next to the column headers from this button. Each box will make the column appear in the summary report. Unchecking the box will hide a column.

Export to CSV Button

This button is located to the right of the column visibility button. This button allows the user to export the list into a CSV file.