Post labor and parts to a job

Before you begin

You need an open Work Order with a job on it — if you don't have one yet, follow Add a job and assign a technician first (or, for the plain task version, Add a job). You'll need the Post: Labor and Post: Parts permissions. As with the rest of this Learn series, work in a practice Work Order rather than a live one your fleet depends on.

What you will accomplish

You'll post one hour of labor and one part to a job, and see the job's cost update to reflect both.

Steps

  1. On the job, select Add Posting.

  2. In the Posting Type tabs, select Labor.

  3. Check the Employee field.

    If you assigned a technician to this job in the previous tutorial, Employee is already filled in with that technician.

  4. Confirm the Date. It defaults to today.

  5. Confirm the Labor Rate. In most cases this is set for you.

  6. Enter 1 in Hours Worked.

  7. Confirm Billed Hours. It defaults to match Hours Worked.

  8. Select Post.

  9. Select Add Posting again.

  10. In the Posting Type tabs, select Parts.

  11. In the Part Number field, search for and select an in-stock part.

  12. Select a Bin with available quantity.

  13. Enter 1 in Quantity.

  14. Confirm the Date.

  15. Confirm the Unit Price.

  16. Select Post.

You'll notice the job's Subtotal now shows an amount — it reflects both the labor and the part you just posted.

What you just did

You posted two different transaction types to the same job through the same Add Posting panel, and watched the job's Subtotal pick up both. Behind that update is a simple rule: each posting's price times its quantity becomes part of the job's cost, and the job's cost is what rolls up into the Work Order's totals. To see that rollup traced from a single posting all the way to the Work Order's Total cost, read How postings affect costs.

Next steps

See also

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