The Products and Services Listing page allows you to add default products and services, ensuring that details like the name, description, and unit price are pre-filled when adding line items to quotes, jobs, or invoices.

Navigation: Inventory & Pricebook-> Parts & Services

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Accessing the parts & services page

1. Select the “Inventory & Pricebook” module from the left navigation menu and choose “Part & Service.”

2. Click ”+ New Part/Service”.

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Parts and Service Details Pane

The left pane is the Parts & Services Details section, where you must fill in the required details.

  1. Select the Type from the drop-down list. Available options include: Product, Part, Service, or Bundle.

  2. Based on the selected type, the fields will be displayed dynamically.

  3. Enter the relevant information such as Name, Number, and Category.

  4. Specify whether it’s Billable or Not. You can now define whether a part, service, product, or bundle is billable or non-billable directly on the master page.

    • Billable: The cost of the part/service/product/bundle will be included in the transaction document.

    • Non-Billable: The part/service/product/bundle will be displayed as a non-billable line item, excluded from the billable total but still tracked for reference.

Note: If you haven’t set the Part/Service/Product/Bundle as Billable in the master level, when you use it in transactions (e.g., a Job or Quote), the “Non-Billable” status will be reflected in all subsequent transaction documents. However, you can choose to edit it in the transaction, allowing you to modify the status on a case-by-case basis.  

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1. Primary Details

The primary details section helps you to manage all the core inventory-related information. If you’ve enabled Markup, you can also view the “markup” option between the Unit Purchase Price/Cost and Unit Selling Price.

  • Minimum Quantity- Specify the minimum quantity that must be maintained before triggering a low-stock alert. This value is auto-filled based on the “Minimum Quantity” set in the Availability By Location section.

  • Unit Selling Price- The selling price of the individual product. It is automatically determined based on the markup applied to the purchase price of parts and services. Markup has the following conditions.

    • Flat (+): With the flat markup condition, a predetermined fixed amount is added to the unit purchase price to determine the unit selling price.

    • Percentage (%): Under the percentage markup condition, a specified percentage of the unit purchase price is added to calculate the unit selling price.

    • Multiplier (x): With the multiplier markup condition, the unit purchase price is multiplied by a specified amount to obtain the unit selling price.

  • Track Quantity: Specify whether inventory tracking should be enabled for this part or product. If ‘Yes’ is selected, the system tracks part consumption based on the module chosen in the Choose Module to Track Part Consumption field under Settings > Organization Settings > Part and Service Settings. If ‘No’ is selected, the system does not track the part’s consumption in inventory.

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2. Tax Details

In this section, you can configure and manage the tax preferences. Choose whether the tax applies to your transactions or if it’s tax-exempt.

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3. Other Details

The other details section will display all the custom fields you define under the Settings.

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4. Location Availability

The location availability helps to manage the inventory items based on the warehouse location with available and minimum quantity.

  • Enable “Track Serial Number” to assign unique serial numbers to individual inventory items.

  • Add the serial numbers required for the parts. You need to enter the serial numbers individually and press the “Enter” key to save the serial number.

  • Click the “Update Item” button.

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5. Add Attachments

You can add attachments related to the product by following these steps:

  • Click to open the attachments dialog box.

  • Upload your files.

  • Once uploaded, the attachments will be added successfully.

After filling in all the required details, click the “Save Part/Service” button to add the product to the inventory.

The new product is created successfully.

The serial track number can be viewed from the Location Availability section. To do so, click the “Location Availability” section and tap the “View Details” button on the Parts & Services Details page.

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Editing Part/Service

You can edit a part/service detail in the following areas:

  1. From the Parts/services listing page

  2. From job, quote, and invoices.

From the Parts/Services listing page

  1. Click the “Parts & Services” from the left navigation menu, then select the desired part or service from the list.

  2. Once in the respective part or service, click “More Actions” at the top right corner and select “Edit Part.” From there, you can make the necessary changes.

  3. After you have made the edits, the part or service will be updated in the mastery. You can add the updated part/service when creating a job, quote, or invoice.

From Job, Quotes, and Invoices

You can edit a part, service, or product within a transaction. Follow these steps to update the details:

  1. Navigate to the “Jobs” module from the left navigation menu and select ” Jobs.”

  2. In the Jobs listing page, locate and select the relevant job where you want to edit the part, service, or product.

  3. In the Parts & Services section, find the respective part or service:

    • Click the three-dot icon next to the item.

    • Select “Edit” from the dropdown menu.

    • Make the necessary changes, such as editing the markup for the selected part or service.

    • Click the “Update Line Item” button to save your changes.

Note: If you are logged in with Admin access or your role permits, you can update the billable status of a part, product, or service directly on the Update Line Item page. If you are experiencing issues updating the expense policies, please reach out to us at support@zuper.co.

The respective part/service will be updated only for the specific job and will not be added to the mastery list.