Every Pump type needs to be created in Inventory to ensure that all the pricing/rates can be established (at the pump level) and this information is then linked to Pump and Unit types for Quoting and Invoicing and generation of your FieldInsight SmartDockets.
To Create a new Inventory item go to Inventory > Pump Rates.
Note: We include 3 Pump and a Line as default in the account, you can rename these as necessary and add additional.
Important:
For every pump/boom or line you need to ensure corresponding item is added to the following tabs 'Pump rates', 'Travel rates' , 'Cubic metres' and 'Flat rate' (optional - under services).
If you use (rename our default pumps) then ensure you rename/edit the corresponding item in the other tabs.
To edit an item, simply click on the name of the item.
The below pop-up menu will open up and you may proceed to make the desired changes and then hit Save.
If you add a new item then ensure that corresponding is added to the other tabs.
To add a new pump rate > select +Add Item
Complete the relevant details and click Save
Repeat this for 'Travel rates' and 'Cubic metres' for the pump based on whether it is new or renamed pump. Add the flat rate in services, if required.
Additional Inventory Items
You may want to set rates for:
Overtime rates
Additional Labour
Additional charges
Services (ie professional services associated with the job)
Product (other than concrete specific items)
To do so, simply add the item and set your rates in the Additional charges section.
Now finally, if you wish to delete any of the items in either of the menus > Simply click on the x icon in the extreme right of the particular item.
And that's it! You're all set to start deploying jobs now. Do check out our Related Article: Set-up Job Types for a pump to help you set up different job types.