Add or Delete a Shopping List Item (Web)

To add or delete a Shopping List item in the Skimmer web portal, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

We showed you how to add an item to the shopping list on the app, and now it's just as easy on the web. You'll start by logging into and choosing Shopping List from the menu. The resulting screen will show you which parts are currently on the list, the customer they're assigned to, the work order they're associated with it that's the case, and the date they were added. You've also got handy Edit and Delete buttons on the right. So, let's add a new item. We'll start by clicking the ADD button in the top right corner. 

When you click, you'll get some options about what kind of item you'd like to add, and whether or not you want it attached to a specific customer. We're going to add a part, and it is for a customer, so we'll choose the first option. The first thing we'll do is choose our customer. Service location and body of water will auto-populate, but if you have multiple options, you can click those drop down boxes and select what you need. Then click NEXT.

Now we get to the Add Item page, and you have a lot of options here. If you need to replace equipment that the customer already has, you can go to the Existing Equipment drop down menu and choose from any equipment you've already attached to the customer. If not, you can start choosing from Skimmer's database. That's what we'll do. Once we've chosen the equipment, we'll go back up to the Description and note the actual item we need for that equipment. When you're done, click SAVE. The item has been added.

If you want to mark the item as purchased, it's as easy as clicking the Purchased checkbox on the left. But what if it turns out we don't need this part after all? If you want to delete, just look all the way to the right and click the DELETE button. Confirm deletion, and the part will be gone.

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