Service Item

Topic: Products/Services > Working with Items

Overview

Service Items represent a service/task that you either provide (i.e. sell) or buy in, measured in time. Service items are typically used on Timesheets in order to book billable and non-billable time to Projects/Jobs. For example, Service Items could be set up to represent different types of skilled work, each with a different billable rate, such as Junior Designer,Senior Designer, Project Manager etc.

IMPORTANT: Currently, Service Items have a fixed unit of measure which is by Hour.

IMPORTANT: If you want to book time for activities on Timesheets use Service Items to define the activities.

Prerequisites

Using salesorder.com the basics

Entering and Editing

Creating a new Service Item

To create a new Service Item either use the Items Shortcut, or from the Explorer click Products/Services->Items and click 'New Item' from the Item List.

The New Item Page will now be displayed. Simply click on 'Service Item' to display a new Service Item Document.

Service Item Key Facts

•	The Item Code (sometimes called the Product Code) and Description are mandatory fields. These will appear on the Transactional Document (e.g. a Sales Invoice/Timesheet) when the associated Line Item is selected.

•	The Item Code has to be unique. You will get an error on saving the Item if it is not.

•	You enter the default sale price (i.e billable rate) on the Sales/Prices tab. You enter the default purchase cost on the Purchasing/Costs tab. These prices/cost will automatically appear on sales/Purchase documents respectively when the associated Line Item is added.

•	You can specify cross/up-sell information in the 'Cross/Up-sell Information' tab. If you enter information here corresponding Line Items will display a icon indicating there is associated information. Clicking on the icon will popup the Item information.

•	Use the Classification tab to specify the Item's associated Categories and Attributes if any.

•	You can use the Images tab to upload images of the Product.

•	The Accounting tab defined how the Item is mapped to the Chart of Accounts. The default account mappings are set in the Accounts configuration page.

Related tasks and information

Working with Items

Working with Transactional Documents

Entering Line Items

Working with Timesheets

Working with Item Categories

Working with Item Attributes

Working with Price Levels

Configuring Accounts

Working with the Chart of Accounts

Working with Classifications

Importing Data