If you are working in a craft business, this feature will suit you good. For example: As a user for Car Service Company, you want to use Items from the estimate, into the project and also afterwards to the invoice With this feature, you can do this easily.
You can see the expected or calculated quantity per item in your project, also the staff is able to add more needed material to the project – without seeing any price info on the items.
Inventory? zistemo keeps an eye on your current stock also. If your staff decides to need more items, to solve the current issue, they will just add items as needed and zistemo takes care of your correct inventory stock.
Starting from an estimate
Creating a Project out of an estimate
If you just create a project, you are always able to add items to the current project via “items” tab.
Add/Search new item
As an Account Owner, Administrator, Team Leader (needs to be assigned to the project) & Team Member (needs to be assigned to the project) you are able to add/search for new items:
To search for an item, just type into search-field an already existing item (min 3 characters). Only already existing items can be added:
Add the quantity for the selected item you want to use in your project and press “save”:
Update the item quantity
As an Account Owner, Administrator, Team Leader (needs to be assigned to the project) & Team Member which is assigned to the project you are able to update the quantity of the items as needed. Simply go to the “Items” tab and increase or decrease the quantity amount of the item:
Team Member View
Your Team members are able to quickly get a view onto the needed items and can also add, change quantity and delete items. Also the staff is able to add more needed material to the project – without seeing any price info on the items.
Note: The invoice creator is also able to change the quantity and price on the wizard