1. Click on Products from the menu options down the left hand side of the screen and then click on the ‘+‘ icon at the far right of the blue bar that says Products:
2. Enter the details of the labour product, only the Item Code field is a required field, it is up to you how much information you enter and you can always come back and add more at a later date;
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- Item Code (required field)
- Description
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- Description 2 – this is an internal field and will not show on a customer invoice
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- Searchable Tags – useful if the part has a different item code with a different supplier, you can then search for either the Item Code or Searchable Tag and bring up the same part Group – either add to existing group or create new group
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- Type – select labour
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- Service – please select this as Yes
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- Retail Price – the price you will sell the product at
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- GST Free – if you want the product to be charged ex. GST change to YES
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- Price2, Price3 & Price4 – can be allocated to customers through their Customer Details, enables you to offer trade or reduced pricing
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- Cost – the price you paid for the part or the labour cost
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- Comment – anything entered in this field will sit as a comment below the product line on an invoice
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- Job Card Comment – anything entered in this field will sit as a comment below the product line on a job card
Please Note: When setting up the product, be sure you set the ‘Type’ to Labour. This will allow your booking to come up in the booking calendar.
Click ‘Save‘ to finish