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Adding and Editing of Services and Materials in Work Orders with RemOnline App
Adding and Editing of Services and Materials in Work Orders with RemOnline App

Learn how to add labors and products to a work order directly from your phone using the RemOnline App

Amalia avatar
Written by Amalia
Updated over a week ago

In this article, you will learn how to add or edit works and materials in work orders via the RemOnline App.

Adding Works or Services to a Work Order

1. Open a work order.

2. On the Order Details tab in the Works & Materials section, tap Add service/work.

3. Select a work/service.

You can do this in several ways:

  • select a service from the list

  • tap the search icon to find a work by name (minimum 3 characters)

  • tap the scanner icon to find a work by barcode

If a work you look for is not yet in the Services and Works List, type the name in the search and tap “Add as Work”/“Add as Service”. Specify the price and other characteristics of the work and tap Add. If necessary, this work can be saved in your general Services and Works List.

4. Tap Done.

Adding Materials or Parts to a Work Order

1. Open a work order.

2. On the Order Details tab in the Works & Materials section, tap Write off from the warehouse.

3. Select the warehouse from which you want to write off the product.

Note that you can only select products from one warehouse at a time. That is, if you need to add goods from different warehouses, you need to add them from one warehouse first, and then from another one.

4. Select a product/material.

You can do this in several ways:

  • select a product/material from the list

  • tap the search icon to find a product by name (minimum 3 characters)

  • tap the scanner icon to search for a product by barcode or serial number (if serialization is enabled)

If a product you look for is out of stock, type its name in the search and tap Add as Product. Specify the price and other characteristics of the product and tap Add.

Please note that, like in the web version, a product added in this way will only be taken into account when calculating wages and profit on the work order. This is due to the fact that it has not been posted to the warehouse which means this product cannot be kept in stock.

5. Specify the quantity of the item.

For serial products, you can scan serial number barcodes or select serial numbers manually.

For non-serial products just specify the quantity.

Please note that if you use bin locations, you need to specify the bin and the number of items to be written off.

6. Tap Done.

Editing and Deleting Works and Materials in Work Orders

To edit added works and parts, follow these steps:

1. Open a work order.

2. On the Order Details tab in the Works & Materials section, tap an item you want to edit.

3. You can change the price per unit, cost price, discount, warranty, quantity, specialist of the performed work/installed part, and add a comment.

Please note that it is not possible to change the number of added items. To do this, you need to remove the product from the work order and add it again in another quantity.

Save the changes, and then save the work order.

To delete added works and parts, follow these steps:

1. Open a work order.

2. On the Order Details tab in the Works & Materials section, tap an item you want to delete and then Delete.

Do not forget to save the work order.

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