I am new to iiQ and am the Inventory Secretary for our school districts Maintenance Facility. I enter invoice data information for All purchases our department makes. (We previously came from School Dude/Asset Essentials) I know how to enter parts inventory but am searching for a way to enter any purchases (not a part) made for a work order ticket to be listed. Besides just entering into the action notes field is there a way to set custom fields such as Invoice Date, Number, Cost, Vendor and Who Purchased to my ticket progress? Anyone else have this available to them?
entering invoice data for non parts purchases
+18
This is definitely something we can build with you! Have you ever looked at our Custom Fields KB Guide?
This guide will help you build those custom fields. Once built, you will need to add the conditional filters for Invoice Date, Number, Cost, Vendor and Who Purchased fields. Those conditional filters will need to be added based on what specific ticket type you want these fields to show up on!
If you need any additional assistance or have more questions, let me know!
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