***This feature is currently under development and will be released soon.***
Regularly on a job, you might have to adjust the quantity of products used on a task or substitute a product entirely. Sera's inventory module has introduced a process to allow you to do just that within the invoice screen.
From the Admin Portal
The Invoice Actions button now has an Edit Details option, which will list all tasks on your Invoice and allow you to add or adjust the current products associated to those tasks. Once you are satisfied with your changes, hit Save and your inventory numbers will be updated to reflect these changes.
Please note: Only products currently tracked as inventory will be available for selection within this modal.
From the Tech App
The Invoice tab now has a Product Usage option, which will list all tasks on your Invoice and allow you to add or adjust the current products associated to those tasks. Once you are satisfied with your changes, hit Save and your inventory numbers will be updated to reflect these changes.
Please note: Only products currently tracked as inventory will be available for selection within this modal.