How to add your service items in the Enterpryze App.
What is a Service Item?
A Service Item is not an actual stock item but rather services that your Company provides and that needs to be recorded on Invoicing. Examples are Labour, Training, on site visits, maintenance, delivery etc.
You can setup your Service items on the Enterpryze App and also on the browser, link to a Category, set default Sales & Purchase prices, default tax codes and default Sales & Purchase GL accounts for each one. These Service items can then be selected on the following documents:
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Sales Quote, Sales Invoice, Sales Credit Note
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Purchase Order, Purchase Invoice, Purchase Credit Note
How to add your Item Categories (Optional)
Before adding in your Item details you may want to consider adding Categories for your Items. This helps you to group your Items into common areas within your business.
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Tap on Items > + plus sign > Add New Categrory
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Enter in a name for your Category and tap on Save.
How to add your Service Items
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Tap on Items > + plus sign > Add New Item
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Add an image for your Service Item
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Item Name - enter a description for your service item, this will appear for selection on your documents and will be displayed on your layouts for each document.
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Price per unit - enter a Sales price for your service, this will automatically appear on your Sales documents but can be changed at time of entry.
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Sales Tax - select the Sales Tax code that applies to this Service. This will overwrite the Tax code selected on the Customer but can be changed at point of entry on your Sales documents.
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Purchase Tax - select the Purchase tax code that applies to this Service. This will overwrite the Tax code selected on the Supplier but can be changed at point of entry on your Purchase documents.
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Item Categories - select the Category for this service item, categories is your way of grouping your services.
TIP: The GL accounts for your Service items are set with defaults in the browser so can be changed in the Enterpryze browser application.
What's Next: Add Sales or Purchase Invoices from the Dashboard.
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