Getting Started - Setting Up Sales Items

Sales Items are additional services that you charge to your client (note: The fee for the actual run is called the "Service Fee" & will automatically be added to the job. The "Sales Items" are charged in addition to the service fee). You have the ability to add your Sales Items before adding a new job (note: You can also add new Sales Items as you are adding a new job or editing an existing job).

  1. Click Setup>Add/Edit Sales Item. This will bring you to a window labeled "Select The Sales Item".
  2. Click "Add New".
  3. Fill out all information within the record. (click here to see an example)
  4. Once you are finished entering the information for your Sales Item, Click "Accept". The Sales item will be written to your database & you will be brought back to the main menu.

 


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Setting Up Job Default Sales Items

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