• "How can I create an item for work orders?"
  • "Why don't my items show up under labor in work orders?"


Resolution Steps

  1. Go to Inventory → Items.

  2. Click New Item.

  3. Select Create a New Blank Item.

  4. Fill in the item details:

    • Item Code / Name

    • Category

    • Sales Price

    • Toggle Taxable for Sales (if applicable)

    • Item Charge Method 

  5. Scroll to Service Settings → Part and Service Information.

  6. From the dropdown, select whether the item is a:

    • Part

    • Labor

    • Charge

  7. Click Create (top right) to save the new item.

 

Verification: When the item is successfully created, a confirmation pop-up will appear on the right side of the screen.