Add, Edit, or Delete a Shopping List Item (App)

To learn how to add, edit, or delete a Shopping List item in the Skimmer app, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

1

In the Skimmer app, you can manage and track Shopping List items in a few different ways. We’re going to review them all so you can pick what works best for you, and we’ll start with adding an item directly to the Shopping List. To find it on the app, tap on the Admin panel and look at the top, where you’ll find options for three different categories. Tap on Shopping List.

2

When you’re ready to add the item, tap the Plus sign in the top right corner. The first thing you’ll see is options for what kind of item you’d like to add, and whether you want it to be attached to a specific customer, or just added to the general shopping list.

If you select Add Product, you’ll choose an item from your company’s Products list, which you can find under Settings and then Products. This is a list of items created and completely controlled by your company.

If you select Add Part, you’ll choose an item from Skimmer’s equipment database. This is a list of equipment that’s managed by Skimmer, and is available to all subscribing pool companies.

If you select Add Chemical, Skimmer will present a list of bulk chemicals for you to choose from.

Add Other doesn’t connect to any specific list of parts or products. It’s an open text box where you can type in whatever you want. So if you want to add something to the shopping list that doesn’t correspond to a typical item, you can do so here.

3

For demonstration, let’s say a customer needs a specific item for their pool equipment. Choose Add Part for Customer. The next screen will ask you to select the customer, and the screen after that will have you select the body of water, and the location if the customer has more than one.

On the next screen, if you need a part for a piece of equipment that’s already associated with this pool, there’s no need to search through the whole database. Just choose that equipment from the list. Then, on the next screen, type in the specific part you’re adding.

4

If that’s not the case, choose the option to Select New Equipment. This will bring up a menu accessing Skimmer’s equipment database.

Start by choosing the equipment category. Then select the brand. This will bring up the available list of specific models, so scroll to find the one you need.

Note that, at this point, you’ve only chosen the full equipment and not the specific part you want to add to the shopping list. To do that, you’ll note the specific part in the Description box.

When you’re done, click Save, and now you’ll see the item there on the Shopping List.

5

What if, after you added this item to the Shopping List, you realize you need to change it? Tap the item and make your change. When you’re done, click Save, and you’ll see the item now has the updated information.

6

What if it turns out the customer doesn’t need this item at all? If you no longer need it on the Shopping List, swipe left to access the Trash Can icon, tap it, confirm deletion, and it’s gone.

7

You can also add a Shopping List item directly to the customer’s profile. To do that, go to the Customers tab, tap on their name, then choose the tab for their body of water.

Find the Items Needed box and tap Add, which will bring up a familiar menu. Note that you only get four options, because Skimmer knows that if you’re adding the item here, you want it attached to this customer and this body of water, so it defaults to that.

This time, we’ll demonstrate something different and choose Add Chemical. Then we’ll select Chlorine tabs, and on the next screen we’ll specify that it’s a 50lb Bucket. Once it’s ready, click Save.

Now we see the part here in the Items Needed box, and if we tap back to the Admin panel, we’ll see it’s been added to the master Shopping List.

8

To edit this item from the customer profile, you only need to tap on it. This brings up that familiar edit screen we saw before.

And if it turns out the customer doesn’t need this item, just swipe left to access the Trash Can, tap it, confirm, and the item is gone.