Service Items

Service Items can refer to chargeable labor, subscriptions or any on‐going services. These can be set up through the Inventory Module's New Item Wizard.

To do so,

  1. From the Inventory Module, go to Item > New Item. The New Item Wizard will be displayed.

  2. Select the Service item type and click Next. The General Information form will be displayed.

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  3. Provide the Item Name, Description, and all other pertinent details then click Next. The Unit Measure and Category form will be displayed.

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  4. A default or base Unit Measure (i.e. Each) will be present. Change or add to the unit measures, then select the item's category and department.

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    Click Next. The Costing form will be displayed.

  5. Set the following:
    • Costing Methods and default cost value
    • Item Suppliers and each Supplier’s Cost Price
    • One priority supplier

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    Click Next. The Pricing form will be displayed.

  6. Set the pricing method and markup percent or value to add to the cost.

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  7. Click Next, then Finish to exit the wizard.

 

 

  • Wednesday, 24 October 2012