🔨 Adding Supplies, Kits, and Write-Ins

Streamline your job management process in Ascora by efficiently adding Supplies, Kits, and Write-Ins directly to a Job. Whether you’re incorporating commonly used supplies, grouping items into kits, or creating custom write-ins for unique requirements, this guide provides step-by-step instructions for simplifying these tasks. With flexible options to adjust quantities, edit details, and even convert Write-Ins to permanent supplies, you’ll have everything you need to ensure accurate and efficient supply management for each job.

By leveraging these tools, you can:

• Quickly add supplies or kits for recurring tasks to save time.

• Maintain flexibility with custom Write-Ins for non-standard requirements.

• Enhance transparency by linking all relevant supply information to individual jobs.

• Easily update or adjust supply quantities and pricing to reflect real-time needs.

📽 Watch the video guide ⤵

Follow the steps below to learn how to add and edit Supplies and Kits, use Write-Ins for one-off items, and convert Write-Ins into reusable Supplies.

▶ Accessing the Job Supplies Tab

▶ Adding Supplies to a Job

▶ Editing Supplies

▶ Adding Kits to a Job

▶ Adding Write-Ins to a Job

▶ Editing and Converting Write-Ins

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Accessing the Job Supplies Tab

• Navigate to the Jobs Icon in the Top Menu to view the Jobs List. Select the applicable Job to open the Job Card.

• Click on the Supplies Tab and then click the +Add Supply button to display the Add Supplies pop-up window.

Adding Supplies to a Job

1. Search and Locate Supplies

• Use the Search box to find items by Part Number or Description. Narrow results further by selecting a Category or Supplier.

2. Add Supply Quantities

• Enter the required quantity for each Supply item directly into the Quantity field.

3. Save Supplies

• Click the Save button to add the Supplies to the Job. The added Supplies will appear in the Supplies List.

Repeat this process for each Supply you wish to add to the Job.

4. Adjust Quantities

• Use the + or – buttons to quickly modify quantities as needed.

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Editing Supplies

1. Open the Edit Supply Window

• Click the Pencil icon next to a Supply to edit its details.

2. Customize Supply Details

• Update fields such as Description, Quantity, Cost, and more. Optionally, upload an image of the Supply for reference.

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Adding Kits to a Job

Kits provide an efficient way to streamline the process of adding commonly used Supplies and Labour to a Job by grouping them into pre-configured packages. Instead of individually selecting Supplies and Labour each time, Kits allow you to bundle them into a single, reusable item, saving time and ensuring consistency across Jobs. This functionality is particularly valuable for tasks or projects that require standardized materials and services.

1. Add a Kit

• Click the +Add Kits button to open the Add Kit pop-up window.

2. Select and Save Kits

• Choose Kits from the list, entering the desired quantities. Use filters or the Search box to locate specific Kits. Click Save to add Kits to the Job’s Supplies List.

3. Edit Kits

• Click the Pencil icon to edit Kit details, similar to Supplies. Changes apply only to the specific Job.

All fields in the Edit Kit pop-up window can be edited as required.  You can also choose to upload an image of the Kit if required, by clicking the Upload Image button.

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Adding Write-Ins to a Job

Write-Ins are a flexible feature that allows you to manually add Supplies to a Job that are not included in your standard Supplies List. This functionality is particularly valuable when you need to account for unique or non-stock items that are specific to a particular Job. Write-Ins ensure that all required materials, even those outside your regular inventory, are documented and factored into the Job's cost and billing. To add a Write-In:

1.  Click the +Add Write Ins button.  The Add Write In pop-up window will display.

2.  Enter as much information as possible for the Write-In.  Note that a Description and Category are mandatory.

• Part Number

• Description (mandatory)

• Annotation

• Category (mandatory)

• Supplier

• Supplier Part No

• Unit of Measurement

• Cost, Markup and Charge values

• Quantity required

3.  If the Write-In needs to be ordered and included on a Purchase Order, check the Must Be Ordered box.  When you are ready, click the Save button.  The Write-In will now show in the Job’s Supplies List.

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Editing and Converting Write-Ins

Edit a Write-In

• Click the Pencil icon to open the Edit Supply pop-up window and adjust details as needed.

Convert Write-Ins to Supplies

• To add the Write-In to your master Supplies list, click the Convert Write In to a Supply button.

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Additional Notes:

• Efficient Filtering: Use dropdowns and search fields to quickly find supplies, kits, or write-ins, saving valuable time.

• Real-Time Adjustments: Update quantities or details to reflect the most accurate resource allocation for the Job.

• Centralized Tracking: Keep all supply-related information linked to each Job for streamlined project management.

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