Add a service using Templates tab

Read to understand how to add a service using Templates tab for an unplanned service order.

To add a service using Templates tab:
  1. On the Templates tab, select the service line item(s).
    Figure 1. Unplanned Service - Templates tab
    Unplanned Service - Templates tab
  2. Enter details such as Quantity, Order Unit and Gross Price.
    • Swipe the item to right and tap Duplicate Line. The template is posted.
    • Swipe the item to left and tap Delete Template to delete the template.
    Figure 2. Unplanned Service - Template - Duplicate Item
    Unplanned Service - Template - Duplicate Item
  3. Tap the Back icon.
    • Tap Entered (X) to review and edit the line items. X represents the number of line items selected.
    • Tap Return To PO.