Overview: If an item was added by mistake, or the customer is no longer moving it, you can take it off the job's inventory. The total items and total volume update to match.
1. Open the Inventory
Open the Lead or Job Summary.
Click the Inventory tab.
Click Edit. If the job has no inventory yet, click + Add Inventory.
The Add Inventory page opens. Items already on the list show a quantity of 1 or more.
2. Remove the Item
You can remove an item in two ways.
Option 1: Use the bin icon
Find the item in its category. Use the Search bar or click the category if you need to.
Click the red bin icon beside the item.
The item is taken off the list.
Option 2: Use the minus button
Find the item in its category.
Click − until the quantity reaches 0.
Use this option to take off some of the quantity, for example from 3 down to 2. The item stays on the list while the quantity is 1 or more.
Note: The bin icon only shows on items that have been added. Items with a quantity of 0 have no bin icon.
3. Save the Inventory
Check the Consolidated Items panel on the right. The item should be gone, and the Total Items and Total Volume should have changed.
Click Save to keep the changes. To leave without saving, click Cancel.
Tip: To start the whole list again, click Reset List in the Consolidated Items panel.
Next article: Managing System Inventory
Related articles
Creating an Inventory List
Sending the Inventory Link to a Customer
Adding Custom Inventory Items
Editing an Inventory Item's Volume
Managing System Inventory
For further questions, contact the Movermate Product Experts at [email protected].