Thursday, December 1, 2016

Adding New Service

  • If you want to add the service, then click on "+" icon of "Services" div section in "Lists Home" tab.


  • Enter the all the fields in new service page. Must and should fill mandatory fields. After that click on "Add New Service" button.


  • After that it will redirect to the service view page. If you want to upload the image then click on the "Upload image" image.


  • If you want to edit the service details, then click on edit icon.


  • If you want to see the list of services, then click on "Services" tab. In "Services" tab you will see the list of services. Stone Profit Systems provide the option to download and print the list of services also.


Fields in Add New Service Form:

Basic Service Information:


Fields
Explanation
Sort Order
Sort oder field is used to display the rows in sorting order.
Name
Here, Name field is required field, which is used for east identification purpose.
SKU (Stock Keeping Units)
SKU is used for easy identification. SKU is a unique code which is alphanumeric code.
Basic UOM
UOM means Units Of Measurement. Measurements will selected based on service.

Service Details:


Fields
Explanation
Service Category
Service category means services are classified into different categories base d on service we can select the category field
Service Type
I selected service type here.
Sales/Income Account
We select the account, which is going to hit, whenever you receive the payment from customer. 
Preferred vendor
For this service, which vendor will provide the good quality and quantity. we will select that vendor.
Average cost
Services have different prices according to the locations and persons. Here, we will enter the average price of the product.
Purchasing/Expense Account
If vendor pays amount to someone while providing services, then that amount will effects to which account, that account we need to select here.
This service is taxable.
We need to select this checkbox. If service is taxable. Example, for transportation we need to pay the road tax. Then I need to select this checkbox.

Service Prices:

  • Service price will vary based on different locations and different persons.

Usage of  this service:


  • 1st checkbox: If I select this checkbox, then definitely service will show in sales orders.
  • 2nd checkbox: If I select this checkbox, then definitely service will show in customer credit memos.
  • 3rd checkbox: If I select this checkbox, then definitely service will show in purchase orders.
  • 4th checkbox: If I select this checkbox, then definitely service will show in supplier credit memos.
  • Notes: If this service want to show any details those will mention here.
  • Special Instructions: If this service have some special instructions, then write here.
  • 1st checkbox: If I select this checkbox, then definitely service will show in sales orders.
  • 2nd checkbox: If I select this checkbox, then definitely service will show in customer credit memos.