Add Products to Task

This guide explains how to add products to an existing task in Turfpal, including how it affects warehouse stock.

Adding Products

1. Open the task details by clicking on the task in the Planner Calendar.

2. Locate the "Products" section in the task details sidebar.

3. Click the "+" icon next to "Products" to add a new product.

4. In the product addition form, fill out the following fields:

   • Product: Select the product from the dropdown menu.
   • Warehouse: Choose the warehouse from which the product will be taken.
   • Requested quantity: Enter the estimated amount of product needed for the task.
   • Actual quantity taken from warehouse: Leave this blank initially (to be filled after task completion).
   • Comment: Add any relevant notes about the product usage (optional).

5. Click "Update" to add the product to the task.

Stock Management

• When you enter a value in "Requested quantity", this amount is temporarily deducted from the selected warehouse's stock.
• The "Actual quantity taken from warehouse" field should be filled in when the task is completed, reflecting the exact amount used.
• When the task status is set to "Finished", the value in "Actual quantity taken from warehouse" will be permanently deducted from the warehouse stock.

Editing Product Details

To modify added product information:

1. Find the product in the task details.
2. Click the edit icon (usually a pencil symbol) next to the product details.
3. Update the fields as needed.
4. Click "Update" to save your changes.

Removing Products

To remove a product from a task:

1. Locate the product you want to remove.
2. Click the "X" or delete icon next to the product details.
3. Confirm the removal if prompted.

tip

Always update the "Actual quantity taken from warehouse" field before finishing a task to ensure accurate stock management.

caution

Be mindful when entering the requested quantity, as it will affect available stock for other tasks until the actual usage is confirmed.