Adding and editing records, applying actions, and signing transactions

The iOS app allows you to perform some of the most common functions performed in the web version of SOS Inventory: the ability to create, edit, and delete a record, as well as to apply an action (including the ability to generate a child transaction from a parent transaction). The iOS app also offers a unique function: the ability to sign a transaction.

Creating a new record

The steps required to create a new record in SOS Inventory iOS app are basically the same, whether you are creating a transaction, customer, vendor, or item.

Here’s what you need to do to add a new record:

1. Open the Lists menu at the bottom of the touchscreen.
    
2. Open the appropriate list for the type of record you wish to create.
    
3. Select Add new (the + icon in the top right corner of the list).
    
4. Complete the data fields as needed.
   1. Data fields in the SOS Inventory iOS app are the same as those in the web app. Please refer to the SOS Inventory user guide if you need help with data field descriptions.
   2. If you are creating a transaction, use the following additional steps for each line item:
      1. Use the Add line feature (see the New Purchase Order screenshot below) to add a line item. (In Builds and Process transactions, the terms used are Add input and Add output.)
         
         
          
      2. The transaction’s Line Item screen will open. Under the Item heading, select >.
      3. The Items list will open. Search for and select the desired item—or select the barcode scanner icon and scan the item’s barcode. 
      4. After you select the item or scan its barcode, the app will immediately return to the transaction’s Line Item screen. Enter the desired quantity, unit of measure, and any other data needed for the item.
      5. When finished, select Done in the upper right corner. This will take you back to your transaction page, where you can add another item or continue completing the rest of the transaction data fields.
          
5. When finished entering the data fields for the transaction, select Save in the top right corner of the touchscreen.
    
6. Upon saving, the data is immediately updated to the web app. The new transaction will appear in its designated list on your iOS app, but a refresh is required for the transaction to be seen in the web app or on another iOS device.

Editing and deleting records, applying actions, and signing transactions

Editing records. Like the web app, SOS Inventory’s iOS app allows existing records to be modified using the Edit action.

Deleting records. To delete an existing record, locate the record on its list, then make a leftward swipe and select the red Delete button. SOS Inventory will ask you to confirm that you want to delete the record.

Performing actions. Located beside the Edit action, the Actions menu icon provides additional options, although the iOS app may not have all the options that are accessible in the web app.
 

Signing transactions. A feature unique to the SOS Inventory iOS app allows you to obtain signatures for transactions from your phone’s touchscreen. Select Add Signature, then sign using either a stylus or a finger.