The PriceBook allows you to access items that are provided by your company. The PriceBook is also available as a view-only version from the Menu, so that you can browse it when not currently on an Assignment.
Searching for Items / Services
There are two ways to browse through the PriceBook:
- Using the search bar.
- Going through the different types, categories, and groups.
You will not be able to search for inactive items in the PriceBook.
Using the Search Bar
Using the search bar allows you to look directly for an item.
Type your keywords into the search bar at the top of the screen.
You can search by:
- Item Number.
- Item Description.
- UPC Number.
Browsing by Type / Category / Group
Manually searching allows you to look through the PriceBook to familiarize yourself with the contents of the PriceBook.
Steps:
1. Select the Type of Item (Task, Labor, Part, Misc.).
2. Select the Category you wish to view.
3. Select the Group that you wish to view.
4. View the Items in the group.
Syncing the PriceBook
You can sync the PriceBook on your tablet to receive any changes that were made to the PriceBook.
Steps:
1. Tap on the “Sync” Button.
2. Select “Sync now”.
Note- This can take a few minutes and varies depending on the number of items in the PriceBook.
3. You will receive a message that the sync was successful.
Looking for a more interactive course on the Menu Options in Mobile for Platform? Check out our Learning Management System (LMS)! Our courses are available to all Successware users. If you don't have a sign-in for our LMS, contact us at training@successware.com for a free account.