A check list allows you to maintain a list of tasks to perform on a given item any time it is placed on an order. This is useful for items such as a chainsaw that requires the chain to be attached before leaving the store. Setting up check lists is simple, but requires a lot of preparation.
To start, go to IC | Support Files | Check Lists and this will bring up a maintenance box with all check lists currently available. To add a new one, simply click the New button. This will take you to the Properties tab, asking you to input a title and brief description of the work to be done. Once you are finished, click OK to save the changes. You can create multiple items in this maintenance window, allowing for multi-step check lists for a given item. Once you have created the tasks for the check list, click Close.
Now, you must assign these check list items to an item in your inventory. To do this, go to IC | Inventory File, locate the item you want to add a check list to, and click the Notes tab. On the Notes tab, you will notice a Check List button. Clicking this will bring up a list of all existing items from the Check List Maintenance window from before. To add them to this item, simply highlight the item on the left list and click the arrow with the following symbol: >. To remove an item from the check list, highlight the particular item on the right list and click the arrow with the following symbol: <. The buttons in the middle that are two of a particular symbol will move all items from one list to the other side. Just follow the direction of the arrows to know which way the items will move. Once you are satisfied with the check list, click the Save button and the list will be attached to the item.
Whenever a Sales Order is created for an item with a check list attached to it, you can create a Service Ticket with the check list information on it with the click of one button. Create the order, save the order, and once it is saved, click the Check List button at the bottom portion of the screen. Doing this will automatically create a Service Ticket with the check list information added to the "Work Description" field. To check, go back to the main menu, click Service Ticket from the Service module, and locate the latest ticket. When opened, click the Check List button in the lower left corner to make sure the check list items are listed. Now, you can perform the work in the list and check off the tasks one by one as they are finished.
