This Help Article covers;
There are 2 types of Products that can be added to the Katipolt Mobile App:
Product "Code Known" - Products marked as a "Favourite" from Katipolt Desktop
Product "Code Unknown" OR "Not Found" - An Ad-hoc Product, a "Description" only
Generally, adding a product from the Katipolt Mobile App is a way of recording a product against the Job used from "Van Stock"
To Enable a User to Add Products to Job
For a User to be able to Add Products to a Job, the User needs to be enabled on the Katipolt Desktop side. To do this they need to be added to a Role with permission “Add Products to Job” toggled "On".
Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays “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 Addable "Favourite"
To have a Product Addable from the Katipolt Mobile App by using a Product Code, it needs to be marked as a "Favourite" on the Katipolt (Desktop) side
1. From Katipolt Desktop, Click the Star on the Product OR Product Page
⚠️ NOTE: Unticking a Product removes it from being a "Favourite", however, the product will continue to display on the Katipolt Mobile App for a further 60 days if it has recently been used on Job.
To Add Product "Code Known", "Code Unknown" OR "Not Found"
1. From the Job Screen, Tap the [Add Product] button to launch the Add Product popup
2. From the Add Product popup selector, either;
Tap the Product field to search for a "Code Known" product and add, or
Enter a Description into the Description* field for a "Code Unknown" OR "Not Found" product
Then from the Add Product popup, Enter a Quantity if required and Tap [ADD PRODUCT] to add the Product to the List
💡 TIP: If you want to load more than one product at a time, Press the [+ADD] button of the List to display the “Add Product” popup selector again.
3. When you have loaded the Product(s) you want to upload, Press [SAVE] to upload the Product List
To View/Edit Products
1. Scroll to the bottom of the Job Screen, then Tap [VIEW ALL] of "Products" to see the Entered Products as a List
2. From the Product List, Tap on the Product to display the Edit Product Screen
3. Edit as required then [SAVE]
To Delete a Product
1. Scroll to the bottom of the Job Screen, then Tap [VIEW ALL] to see the Entered Products as a List
2. From the Product List, Tap on the Product to display the Edit Product Screen
3. From the Edit Product Screen, Tap the “More” (3 dots) menu to display the Delete button, then Tap Delete
⚠️ NOTE: You can only Delete the Product(s) that you have added. Products that you have not added will not display the "More" (3 dots) menu.