Add Parts, Packages, and Tasks to Work Order

When looking at your workstation view, it is very simple to add parts/packages/tasks to an invoice.

Step 1: Under "Actions", tap "Add To Invoice"

This will take you to the Tasks, Parts, Packages menu.

Step 2: Choose addition type

Tap any of the three tabs (Tasks, Parts, Packages) at the top of the menu to select your addition type. A chosen type will be highlighted blue.

Step 3: Search for your desired item(s)

Note: Multiple items can be selected in these menus.

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There are multiple way to search in Shopflow:

‍Use the Search Bar

If you know the exact name of the item you're looking for, you can simply type in the name here.

When the product appears in the search dropdown, tap it to highlight it in blue.

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Use the "Select Category" Dropdown

The exact layout of this route will vary depending on how your specific shop is set up.

Tap any category to access its subcategories. Continue to do this until you find the item you're looking for, then tap it to highlight it in blue.

Step 4: Tap "Add to Invoice"

Tap the green "Add to Invoice" button in order to add the blue-highlighted item(s) to your invoice.