The main way items and cost gets recorded in SynkedUP is through the clocking out process at the end of the day. But you can also add actual items to a job the same way you get them in the real world: a receipt. When you get a receipt from a vendor for a job you did, you can create a new receipt and add those actual items within that receipt.
Watch the video or follow the step-by-step guide below to learn how to create a receipt.
Step by Step:
On the main sidebar menu go to Projects and select the Job to which you want to add a receipt.
Go to the Costing & Analysis tab.
Scroll down and click the Add New Receipt button.
Select the Vendor and enter a Receipt #. Then search for items from the Catalog Browser and double click to add them to the receipt.
Select the workarea and then hit the Add Item to Workarea button. Then enter the quantity.
If you want to avoid entering every item on the receipt, select a Misc item and adjust its price to match the receipt total.
You can hit the green Upload Receipt Attachments button to add a photo of the receipt. Then hit the blue Update Receipt button.
Last of all, make sure to hit the green Save icon on the top of the screen.
If you have any questions, send us a message in the blue chatbox!