Creating Service Items

Creating Service Items

Creating a Service Item

Service items differ from product items in that are not tracked in inventory.

To create a service item :
  1. Navigate to Inventory → Item.
  2. Click Create.
  3. Enter an Item Code (product number, sku, etc).
  4. Enter a Description for the item.
  5. Choose Service in the item type field.
  6. Enter the item Price. For a more complex pricing structure using Price Levels and/or Categories, use the Price Matrix.
  7. Enter the item Cost.
  8. Enter an item Category. (optional)
  9. Click the Setup tab. Choose default Expense, Sales, and Cost of Goods Sold accounts, number of decimals to use in pricing (see pricing precision), and UPC (all optional). Remember to use two decimal points if you Unit of Measure will be a time based unit like hours.
  10. Click the Vendor tab and enter Preferred Vendor, Vendor Code and Vendor Description. These values will appear in POs created for this item. (optional)
  11. Click the UoM (unit of measure) tab to set up the units of measure for this item (service items typically would have hours, days, weeks, years).
  12. If custom fields have been created for this item, click the Custom Fields tab and enter the required data.
  13. Click Save and Close.
Creating a new Service Item

 

Creating a Service Item


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