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Note: to see how services relate to your industry review the training documents for your industry.

Service overview

Services are similar to Articles except they are not stockable. Services are able to be purchased and sold.

How to use the Services Screen

To create new

1. Enter a unique name in SKU or Search
2. Choose one of the Article Categories each Service will only below to a single article category
3. Enter a name and if required a description
4. Enter the Per Period unit of measure and the default sell price
5. Setup Prices if required. Review Managing Pricing when you sell products for general information
6. Load images if required
7. Enter prices for price lists if required
8. Save

General Tab

• SKU is Stock Keeping Unit (although these are not stockable it is a generally used name).
• Category - is from Article Categories and determines visibility to the Webstore, the Agent Portal and is used in purchasing and sales
• Description
• Per period is the base unit of measure to be used for selling and purchasing
• Default Sell Price
• GSTinc or ex-GST selection
• Type indicates if this is a special type of service.
  • The only special type currently in use is an Event Ticket. This is used to sell tickets.
• Provisioning Required is for services that then require a provisioning process
• Manufacturer if this Service is purchased from a supplier
• GL Account if the sales transactions for this service are to go to a particular account
• Product lifespan and availability enables the product to be made inactive if required.

Prices Tab

 See Managing Image Added

Service Special types

Special types are used by the system.  Refer to the help for your industry for details.

For Jobs with services that link to Calendar Tasks

• Commissioning
• Installation
• Fabrication (also triggers a Fabrication order on a supplier)
• Delivery

For Charges 

• Fee/Surcharge - eg % markup for out of hours or a $ per piece charge
• Insurance

For Tickets

• Vouchers - for later redemption
• Tickets
• Hire/Lease - for agreements with customers normally
• Fare - a Base fare that other charges can be added to

Tours

• Accommodation
• Meals

Sell Price Mode

Used by the special types - this indicates the preference used by the system to calculate the sell price.

1. If a special type has "Greater of $/%" then the system will
   1. Evaulate the % calculation for the special type (eg % of overall order)
   2. Compare the $ value calculated to the $ setting
   3. Choose the larger value
   4. This allows a minimum charge for a service that lifts as the related item lifts in value

Prices Tab

 See Pricing when you sell products for more details

• Quantity discounts enables a new sales price to be applied once a particular quantity has been placed onto an order line
• Price by Price list on RHS enables differential pricing depending on the price list used

Images

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 If this item is to be sold on the Webstore or the Agent Portal then the images and thumbnails can be attached here. Right click in the viewing space to view, download the images.