Learn about the different ways to manage lists of items and services in AroFlo
Updated on September 5th, 2024
Inventory lists are collections of items from your inventory that can be used to create quotes faster, provide staff with accurate lists of items required for certain tasks, and more.
There are three types of inventory lists you can create:
Task-specific lists: all the items required for a task are listed, and you can select all or just some of them when adding them to a quote or task.
Assemblies: a kit or collection of inventory items that, when combined, add up to a larger item. For instance, 5 individual items make up a complete GPO, or 4 different similar items make up a set. These assemblies can be used to quote, help speed up purchasing, or invoice faster.
SOR (Schedule of Rates) lists: can include inventory items and services you sell and are used for quoting or invoicing goods or services at a specific price. They can also be used to provide field staff with all of the materials required for a service you quoted straight off the list saving time and uncertainty.
Access your inventory lists via Manage > Inventory > Inventory Lists
Access your inventory lists via Manage > Inventory > Inventory Lists
