How do I post a material requisition that was created by a technician out in the field?

  • Open the Inventory Manager in SuccessWare21.
  • Click the 21 icon 
  • Click Purchasing
  • Click Inventory Manager 
  • Double Click on a transaction to open it
  • Verify all parts are appropriate to the job
  • Click the Post button 
  • Click the Close button
  • Once that is complete, click on the job and press F10 to bring up the invoice.
  • Click the Enter Cost button
  •  Select the Item to be Tagged button (looks like a suitcase tag in the lower left hand side)
  • Check off all of the items and click OK.  You should now see an updated job cost.


If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

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