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Reports and Documents

Materials List for Work Orders

If your shop protocol is not to start a job until all materials are in your shop, then use the Materials List to quickly see which components have arrived.

Material List and Purchase Orders

Note, from a Material List, that marking an item as received or entering initials will not update the Purchase Order.

Material List Screen Explained

Find Items Not Yet Received Button

Show All Button

Sort Button

Printer Icon

How to Print a Materials List

  1. Go to Work Orders file > Go To Materials List sidebar button.

    A dialog box appears if materials for the current Work Order have not been posted to the Materials List and asks if you would like to post them now.

  2. If you wish to exclude Glass, Hardware, Extra, and Mounting then enter  No  . Otherwise leave the  Yes  value in place.

  3. Click the Post button.

    A print preview for the current Work Order appears. You may initial the items received on the screen or print it to attach to the artwork in the back room.

  4. Click on the Printer icon at the top of the screen.

    You may also Find Items Not Yet Received and Print.