Pull Down Items

DESCRIPTION:  This program is used with the Accounts Receivable, Preventive Maintenance, and Permits Systems. You will use the pick list sets you create here to quickly select items for the Work Order Calc program, Equipment Maintenance program, various Permit Types, and to set up your Customer and Bill Code files.

We will show you how to add items under the existing Pick Lists and how to edit items under the existing Pick Lists. 

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To start, click the CUSTOMERS button on the Main Screen , then click the PULL DOWN ITEMS button.

The following screen will then appear:

1. First you will need to pick the pick list set you want to work with.  Many pick lists have already been set up for you.  You can Select them by clicking on the pull-down arrow.   For our example we will use CALL CATEGORIES.

ADD NEW ITEMS UNDER PICK LIST CATEGORY:

To add items to a pick list category:

1.  Click the drop-down menu next to the Pick List Sets and select the Pick List set you want to add to.

2.  Click on a blank line.

3.  Enter the description for this new Pick List entry. 

4.  Click the SAVE button to save this entry; or the cancel button to start over. 

5.  Continue with steps #2-4 until you have all your entries done.

6.  Click DONE when finished entering all your new entries. 

TO MODIFY ITEMS UNDER PICK LIST CATEGORY:

1.  Click the drop-down menu next to the Pick List Sets and select the Pick List set you want to add to.

2. Click on the line item entry you want to modify.

3.  Delete the information on that line till line is blank.

4.  Click DONE when finished modifying all your entries.