Create, Edit, or Delete a Shopping List Item (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

 

The shopping list keeps track of every part, product, and chemical your company needs to order, whether it's for general stock or tied to a specific customer. From the shopping list, you can see each item's customer (if any), related work order, and the date it was added, and you can add, edit, mark purchased, or delete items at any time.

Add a part for a customer

Use these steps when a customer needs a specific part for a piece of their pool equipment. Skimmer pulls parts from Skimmer's equipment database, which is managed by Skimmer and available to all subscribing pool companies.

  1. From the Shopping List section of the left navigation, click the Shopping list option.
  2. Click the Add button and select the Add Part for Customer option.
  3. From the Select Customer window, click the Customer field and select the customer. Service location and body of water auto-populate; if the customer has more than one, use the corresponding fields to select the correct one.
  4. Click Next to open the Add Shopping List Item page.
  5. If the part belongs to equipment already linked to this customer's pool, click the equipment field and choose it directly. 
    Otherwise, click the Add Equipment Item option to access the Add Equipment Item window and add part details.  Then, click Save to return to the Add Shopping List Item page.
  6. Enter the specific part you need in the Description field.
  7. Click Save.
    The item now appears on the shopping list.

Edit a shopping list item

You can update a shopping list item's details at any time, even after it's been saved.

  1. From the Shopping List section of the left navigation, click the Shopping list option.
  2. Find the item you want to change and click Edit.
  3. Update any of the item's details.
  4. Click Save.

Mark a shopping list item as purchased

Items stay on the shopping list until you mark them as purchased.

  1. From the Shopping List section of the left navigation, click the Shopping list option.
  2. Find the item you've purchased and select the Purchased checkbox to the left of it.

Delete a shopping list item

If a customer no longer needs an item, remove it from the shopping list.

  1. From the Shopping List section of the left navigation, click the Shopping list option.
  2. Find the item you no longer need and click Delete.
  3. Click Confirm.
    The item is removed from the shopping list.