Manage Services And Parts

Manage Services And Parts

Add Services and Parts

In a work order, service tasks and their affiliated skills and products need to be added. The reference data for all services and products is added in the Services And Products module.

To add a service or product:
  1. Select the Services And Parts module and click Create.
  2. Select Services or Parts from the dropdown.
  3. Enter the following details and click Save:
    1. Service/Part Name
    2. Unit Price
    3. For the Work Type field, select a previously created work type or create a new work type.
      The work type added here will be used to link the skills and products in it to the Service being created. When a service task (with which a work type is linked) is added to a work order, the skills and products associated with the service will be automatically added to the work order.
      This field will be displayed only while adding a Service.
    4. Taxable or Non-Taxable
      An Exemption Reason should be selected if Non-Taxable is chosen.
Services and Parts can be also be imported from Invoice.

Clone Services and Parts

You can easily create a service or part by replicating the details of another service or part using the cloning feature. To clone a service or part:
  1. Select the Services And Parts module.
  2. Click the service or part you want to clone and in the Services And Parts details page, click Clone.

  3. Click Save after making any changes.

    All the details from the source service or part will be prefilled.

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