Materials (Inventory) Used Screen

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  • Updated 5 years ago

A Materials (inventory) Used Screen would be handy (in the contractor version anyway).

Most of my invoices are time & materials, so I enter time by the Time/Enter Single Activity screen, materials purchased for that specific customer/job are captured via purchase order & bills screen - so that when it comes time to raise the invoice I use the add time & costs which adds the time and purchased materials to the invoice.

This doesn't capture items that are held as stock though, these have to be manually added to the invoice. A materials used screen would allow inventory to be allocated against a job and then be picked up by the add time & costs screen when the invoice was raised.

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Trevor Watson

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Posted 5 years ago

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Jason Hollis, Head of Product

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Hi Trevor,

You can actually get a full materials used listing (including inventory) per customer (or job) by going to...

Reports > Jobs, Time & Mileage > Job Profitability Detail


Hope that helps,
Jason
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Mick Mullins

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Inigo I didn't know to expect only entry level technicians take the calls when we call Reckon for help. Is there another help line to get the actual help we need? I am only aware of the one.
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Inigo

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Hi Mick,

There's just one help line I know of for end-users.

It is likely most technicians you'd get over the phone would have the basic training in how the software functions and what it can do.

There will also likely be some 2nd level support internally that those 1st level support can turn to.

So if 1st level can't solve it, it goes up the chain.

If your questions sounds to them like it is something the software does not currently do, you'll be given the line about "we'll tell our developers about it and maybe they can do something in the next version".

Anything more complicated you'd be better off putting pen-to-paper so to speak  (emails these days) where you can really explain what you need in a clear, methodical fashion, with pictures if necessary to get the point across.

The support you'll get would be influenced by how well you understand what you need, how well you describe your problem and what kind of questions they ask you.

So if you know what you want to happen in a given scenario and can articulate that clearly, then you stand a better chance of the support person either understanding whether they can help you, or if they can refer you to someone who can.

Some of the people on the Reckon Community, have the descriptor "Partner" next to their name. Those people are the Reckon Accredited Partners.

The support tech's will sometimes refer customers to those partners. So in a way they are a different level of assistance Reckon product users can get.


-IM


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Trevor Watson

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Firstly the approach does depend on whether you use itemised invoices with sell prices per line or project type invoices (eg. Deposit, First Progress, Final, Retention etc... linked to a contract or scope of works). Let's look at the second scenario as this is the most common with businesses tracking WIP (work in progress) and jobs/projects that span several days, weeks or months. It is also more in keeping with Trevor's original post.

What about the first scenario - that's what my idea was specifically targeted at?

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Inigo

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Hi Trevor,

Have you considered where using the feature that allows you to mark a sale as pending would achieve what you need?

It's a bit of reverse order from what you describe in that the invoice is first created  with the inventory items added to it then the invoice is marked as pending.
* when in the invoice click the Edit menu and select Mark Invoice as Pending

At the same time you can still be doing the Time Activity.

When it comes time to actually raise the invoice, you turn the pending Invoice into a normal Invoice, then add the time/costs and reimbursable items entered in the purchase order/bills.

* when in the invoice click the Edit menu and select Mark Invoice as Final


-IM


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Trevor Watson

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Thanks Inigo - I'll give that a try.