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To add a service
- Select “Inventory” from the navigation menu.
- Select “Products & Services“.
- Click the button “Add“.
- Select “New Service” from the drop-down menu.
- Input the service’s details
- Name: Input the name of the service.
- Service Code: a unique identifier to track services; it is a sequential number added automatically.
- Description: Input a description of the service.
- Category: Add the service’s category.
- For more information on managing categories, please refer to the tutorial “Managing Categories“.
- Supplier: Select the service’s supplier using the drop-down menu.
- For more information on adding Suppliers, please refer to the tutorial “Adding a Supplier“.
- Duration in Minutes: Input the service’s completion duration in minutes.
- Input the service’s Pricing Details
- Purchase Price: Input the initial buying price of the service.
- Unit Price: Input the retail price of the service.
- Tax1: Select a tax amount that will be added to the price of the service when invoiced using the drop-down menu.
- Tax2: Select a tax amount that will be added to the price of the service when invoiced using the drop-down menu.
- Minimum Price: Set the service’s lowest retail price.
- Discount: Set a discount to be applied to the service.
- Discount Type: Determine the discount amount type from the drop-down menu. Select % or $.
- Profit Margin: Input a value in percentage to be added to the cost of the buying price “Purchase Price” to calculate the retail price “Selling Price” automatically.
- Price Lists: Select a price list from the drop-down menu if you wish to include the service in a certain price list.
- Input the service’s additional details
- Internal Notes: Add additional notes on the service.
- Tags: Add the item tags.
- “Temporarily Deactivate” Checkbox: Check in case you wish to deactivate the service temporarily.
- Click “Save“.
- Click the bottom arrow and select “Save and Add New” in case you wish to continue adding another service.
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