How can I add products to a work order if the product was not on the sales order? I.E. connectors and cables. These items are too tedious to list on a proposal/sales order but I would like to be able to add them after ward to a work order, and I have not seen how this is possible, Any help??
If the items are not placed into the D-Tools project, they will not be available to place into a Work Order as an installation product line item. Since D-Tools is a data driven software, everything always comes back to the data for reporting and using the various tools available for a project such as Work Orders.
You could simply place type written instructions for the various 'non-itemized' installation parts they need to bring to the job site with them.
OR
The best option, which will allow you to utilize much of the features of D-Tools is to list the items in the project.
Listing the various connectors and cables can be tedious, but with a properly engineered database it can be much better. D-Tools allows us to use accessories and packages and these can be leveraged to include these accessory parts so that we don't have to think about them when specifying products for a project. For example, I can list interconnect cables as accessories to their output devices. So every time I add a DVD player, its cables and other accessories will come along with it.
Everyone needs to draw the line somewhere between what will be included in a proposal as an itemized entry and what will be consumed as an installation part (misc parts is one way to charge for these items that are not itemized). It may be different for every company, but some choose to use a dollar threshold to help make the distinction.
D-Tools makes itemizing to greater levels of details easy and without much thought during the specification process when making use of the accessory and package features.
Thank you Ryan. I definately see what you are saying, and I thought that might be the case. So what if I just use a service order for projects instead? Then my installer can list everything he used from the data base. What would the ramifications be?
Thank you Ryan. I definately see what you are saying, and I thought that might be the case. So what if I just use a service order for projects instead? Then my installer can list everything he used from the data base. What would the ramifications be?
I shpould also mention that we are going to be utilizing quicklinks and would like to be able to use service / work orders for some kind of inventory tracking.
I should also mention that we are going to be utilizing quicklinks and would like to be able to use service / work orders for some kind of inventory tracking.
Well, I can't seem to determine why you wouldn't want to set things up to track the details from the start. The work is getting done at some point, might as well start off more accurately from the beginning so it tracks all the way through, rather than create a work around. That's just my opinion.
Maybe I don't understand where you are coming from/ what your big picture objective is.
Thanks Ryan, you understood what my objective was, I guess I was trying to keep our database to a minimum and not having to print out a zillion page proposal to our clients. I see where using the package would alleviate this. Just more work on my end that I really didn't want to go through.
In the long run it will save a lot more time I would try to make use of accessories/ packages when possible. They can be hidden on the proposals form the client, but leveraged on the back end for ordering, etc...
You can download the Residential Sample Project we created which gives some good examples of ways you can make use of packages and accessories.
Add products to work order
what about this, then?
I would try to make use of accessories/ packages when possible. They can be hidden on the proposals form the client, but leveraged on the back end for ordering, etc... 
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