You can add items to an existing service order or you can add items to multiple orders at one time.
Add Items to an Existing Service Order
Once you add and save a service order, you can add additional items to the order. To add more items to an existing order:
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event with the service order that needs additional items.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the service order for the additional items.
- Right-click and select Edit -> Edit. The Edit Service Order screen opens.
- Select the Service Order Items tab.
- Click the Add button. The Add Service Order Items screen opens.
- Select the Items tab. Use the fields at the top of the tab to filter the list of available items.
- Enter an item quantity into the Units field. You can enter units for multiple items at once.
- Click the Save (disk) button to add the item(s) to the order and remain on the Add Service Order Items screen to add additional items. Click the OK button to add the item to the order, close the Add Service Order Items screen and return to the Edit Service Order screen.
Add Items to Multiple Orders
You can add items to multiple orders at one time if all the orders are for the same event and use the same price list. For example, a speaker is presenting at 3 different sessions during a conference. The speaker needs a projector, screen and lectern for each of the 3 sessions. Service orders already exist for the tables and chairs and you need to add the additional 3 items to the existing orders.
To add one or more items to multiple orders:
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event for the additional items.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the orders for the additional items. Use Ctrl+Click or Shift+Click to select multiple orders.
- Right-click and select Add -> Add Items. The Add Service Order Items screen opens.
- Select the Items tab. Use the fields at the top of the tab to filter the list of available items.
- Enter an item quantity into the Units field. You can enter units for multiple items at once.
- Click OK.
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