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Use miscellaneous containers

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Transport and Deliveries containers are always connected to their source document. This information comes through the warehouse document, and warehouse documents handle items of the type Inventory. Installation projects also require miscellaneous items such as tools and similar items.

Steps

Use miscellaneous containers to add content to a container without using a warehouse document:

  1. Create the miscellaneous container from the project task: Functions > Warehouse > Create Miscellaneous Container.

  2. Select a container type.

  3. Once the container is created, open the Container card and use the Add Content to Container action.

  4. This action shows a list of planning lines from the project task with application type Deliver and of the following types:

    • Resource type of machine.

    • Items type of non-inventory or service.

  5. Select one or more lines to add them to the container.