Supply Checkout

How-to Lesson 1

Check supplies out to a job and back in

About this lesson

What you'll do
Start a project for a client's job, scan what you take, and scan back what you didn't use. The project then shows what the client used and what to charge.
How long it takes
About 5 minutes the first time. After that, a minute or two a day.
You need
A phone with a camera, signed in to Supply Checkout.

  1. Step 1 of 8

    Start a project for the job

    On Projects, tap + New project.

    Already have a project for today's job? Tap it in the list instead, and go to step 3.

    The Projects screen. The + New project button is outlined.

  2. Step 2 of 8

    Name the client

    Type the client's name in Client. The date is today; change it if the job is on another day. Then tap Create project.

    The New project form, with Riverside Clinic typed as the client. The Create project button is outlined.

  3. Step 3 of 8

    Scan the first item

    Tap Scan to check out and point the camera at the item's barcode. The first time, your phone asks to use the camera: tap Allow.

    No camera, or the label won't scan? Type the number under the barcode in Or type the barcode and tap Enter.

    A new project for Riverside Clinic, on Check out. The Scan to check out button, the barcode box and the Enter button are outlined.

  4. Step 4 of 8

    Say how many you're taking

    Check the name: it's the item you scanned. Tap + or − to set how many, then tap Add 2 to project (the number is how many you chose).

    An item that's new to your team? Type its name and price first. It's saved to the inventory for next time.

    The Check out form for Nitrile gloves, box of 100, with 2 chosen. The plus and minus buttons and the Add 2 to project button are outlined.

  5. Step 5 of 8

    Scan everything else you take

    Do steps 3 and 4 for each item. Each one is listed on the project with how many you took, and the totals show what the client will be charged.

    Something without a barcode, like rags? Tap Add item without a barcode and pick it from the list.

    The project after two items are checked out, nitrile gloves and paper towels, with what was taken and the charge. The Add item without a barcode button is outlined.

  6. Step 6 of 8

    Back from the job, switch to Return

    Open the project again from Projects. Tap Return at the top of the scan box. The scan button now says Scan to return.

    The project on Return. The Return switch and the Scan to return button are outlined.

  7. Step 7 of 8

    Scan what came back unused

    Scan each item you're bringing back. Say how many are coming back, then tap Save return. Whatever doesn't come back counts as used.

    The Return form for Nitrile gloves: 1 of 2 coming back, so 1 used and a charge of $12.50. The Save return button is outlined.

  8. Step 8 of 8

    Finish the return

    When everything is back, tap Finished Return. The project is marked Returned and shows what was taken, returned and used, and the charge for the client.

    If the project has company equipment that's still out, the app asks where each piece is first (lesson 3).

    The project on Return, after a return is saved. The Finished Return button is outlined.

Watch it once

A 30-second clip with no sound. A crew member starts a project for Acme Offices, types a new barcode, names the item Nitrile gloves at $12.50 and takes 3. Then they switch to Return, bring 1 back, and tap Finished Return: the project shows Returned and a charge of $25.00.