Setup - Service Tab

Setup - Service Tab

The service tab allows you to create and manage your services, whether general services, repair or categories.

  • Categories: This button allows you to create various categories in which you can categorize the different services you offer. Please note that is only used to generate the Service Sales report.
  • General service: This button allows you to create services your business might offer. Considering services aren't quantifiable, you cannot create services as items in your inventory.
  • Repair service: The Repair Services button allows you to create services that relate to item repair.
  • Protections: Protections as a service will generally serve as warranties and/or replacements in case of a problematic or defective item.


How to create a service category


  • Click on the Setup icon in the upper right corner of your screen.
  • Select the Service tab.
  • Click the Categories button.
  • Click +Item to create a new category.
  • Name the categories in question, for example: "Garage services".
  • On the right-hand side, you can add any additional information you deem relevant to your services. 
  • Click OK.


How to create a General service


  • Click on the  Setup icon in the upper right corner of your screen.
  • Select the Service tab.
  • Click the General button.
  • Click +Item to create a service.
  • Name the service; "Hard Drive installation" for example.
  • On the right-hand side, you can add any additional information you deem relevant to your service. 
  • Click OK.


How to create a Repair service


  • Click on the Setup icon in the upper right corner of your screen.
  • Select the Service tab.
  • Click the Repair button.
  • Click +Item to create a repair service.
  • Name the repair service; "Battery replacement" for example.
  • On the right-hand side, you can add any additional information you deem relevant to your services. 
  • Click OK.


How to create a Protection service


  • Click on the Setup icon in the upper right corner of your screen.
  • Select the Service tab.
  • Click the Protections button.
  • Click +Item to create a protection service.
  • Name the protection; "1 year warranty" for example.
  • On the right-hand side, you can add any additional information you deem relevant to your services.
  • In the Price range configuration, you must configure the protection fees based on the sale price of the item. 
  • Click OK.

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