SOR Lists

Learn how to set up and use SOR Lists in AroFlo Office

Updated on May 28th, 2024

Table of Contents

SOR lists allow you to have different price points for goods or services based on the SOR List Price Levels that have been configured in Site Administration. For example, you may have a loyalty scheme with different rates for VIPs, Return Customers, and Seniors.

A marked up screenshot showing the difference between an SOR item and a material item on an SOR list

SOR lists can also be used to add material items associated with a service to:

  • Quickly generate purchase orders for items associated with a service you sell in AroFlo Field.
  • Function as a list of items that a technician needs to take with them if you warehouse items.

Can't see stock or pricing in Field?
For the cost to flow through, make sure to set your Markup Type in the item. If you can't see stock, select the correct holder in the Take Stock from: dropdown and Save.

 

 

A screenshot showing a sample cabinet installation job with the required handle visible as it was added to the SOR List.
An example of a material item visible through an SOR List.
A screenshot showing a sample cabinet installation job with the required handle visible as it was added to the SOR List.
An example of a material item visible through an SOR List.
 

Create an SOR List

Before creating an SOR list, you will need to create SOR inventory items and set up the SOR list price levels in Site Administration.

 
  1. Go to Manage > Inventory.
  2. On the Inventory Lists tab, click Add Inventory Lists.
  3. Select an Inventory List Category by clicking the (magnifier).
  4. Enter an Inventory List  Name, e.g. Hot Water Service Promotion.
  5. Set the List Type to SOR.
  6. Click Save.
  7. To add items to the list, click Edit Inventory List Items:
  8. Click Add Items.
  9. Search for the SOR Item or material item from your inventory, double-click or single-click it, and then click Select Inventory to add it to your list.
  10. Click Save.
  11. You can now enter a fixed sell value (ex. GST) for each price level.

    Material item pricing will not be visible as it is not administered through an SOR List. For more information, see the instructions in Inventory Item Pricing.

     
  12. Click Save.
  13. Click x to close the window.