This Help Article covers:
General/Overview:
Generally, adding a Product from the Katipolt Mobile App is a way of allocating Product to the Job used from "Stock" or "Van Stock", I.E. any Purchases, when the Purchase Invoice is received, will be assigned to the Job and does not need their Products added from the Mobile App.
There are two types of Products that can be added from the Katipolt Mobile App:
"Katipolt Products" - Products entered on the Katipolt Desktop side to a Supplier and can be found on a Search, and
"Ad-Hoc" - Products NOT entered on the Katipolt Desktop side and can't be found on a Search, and are entered as an Ad-hoc Product using a "Description"
When adding Products, the screen displays an initial List of "Katipolt Products":
"Favourites" - Products marked as "Favourites" from the Katipolt Desktop side, and
"Recents" - Products recently added to a Job from the Mobile App by the User
To Enable a User to Add Products to Job
For a User to be able to Add Products to a Job from the Katipolt Mobile App, the User needs to be added to a Role that has Katipolt Mobile permission “Add Products to Job” toggled "On".
Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays Katipolt Mobile “Add Products to Job” toggled "On" OR from a Role toggle it "On" > then select the person from the “Assigned To” dropdown to add.
To mark a Product as a "Favourite"
To have a Product display in the Favourites List on the Mobile App, it needs to be marked as a "Favourite" on the Katipolt Desktop side.
💡 TIP: Products displaying a Yellow Star are "Favourite" Products.
1. From the Katipolt Desktop's Side Menu, Press Products to display the Products List View, then Press the Star of a Product Tile or Line
⚠️ NOTE: Pressing a Product's Yellow Star removes it from "Favourites".
To Add Product
1. From the Job Screen, Tap the [Add Product] button to launch the Add Product Sheet
2. From the Add Product Sheet, Tap in the Product field to Search for a product, then Tap the found Product to load
3. Enter a Quantity if required and Tap [Done], check the entry then Tap [Add Product] to add
💡 TIP: If the Product is "Not Found", Tap "Set 'XXX' as Description" to return to the Add Product Sheet and Enter the Product as an Ad-Hoc Product.
💡 TIP: If you want to load more than one Product at a time, Tap the [+Add] button of the Add Products List to display the Add Product Sheet again.
4. When you have loaded the Product(s) you want to upload, Tap [Save] to upload the Product List
To Add an Ad-Hoc Product
1. From the Add Product Sheet, Tap in the Product field and key in a Description for the Ad-Hoc Product, then Tap "Set 'XXX' as Description" to return to the Add Product Sheet
2. Enter a Quantity if required and Tap [Done], check the entry then Tap [Add Product] to add
To View/Edit Products
1. Scroll to the bottom of the Job Screen, then from the Products Section Tap [View all] to view the Entered Products as a List
2. To Edit a Product, Tap on the Product to display the Edit Product Sheet
3. Edit as required, then Tap [SAVE]
⚠️ NOTE: There is a limited time in which Added Products can be Edited.
To Delete a Product
1. Scroll to the bottom of the Job Screen, then from the Products Section Tap [View all] to view the Entered Products as a List
2. From the Product List, Tap on the Product to display the Edit Product Sheet
3. From the Edit Product Sheet, Tap the “More” (3 dots) menu to display the Delete button, then Tap to Delete
⚠️ NOTE: You can only Delete the Product(s) that you have added. I.E. Products added by another User from their device will not display the "More" (3 dots) menu.