Enter Products and Services

Click on Products/Services from the drop-down menu on the left side of the screen.  This will open the list of your company’s Products and Services as shown below.

Product/Service List
To add a new Product/Service, click on the “Add New” button located at the top right of the screen. This displays the "Create new product/service" dialog shown below.
Enter/Edit Product or Service
Clicking on the “Add New” button at the bottom right of the screen will allow you to enter standard pricing for the item.  UOM, Price per Unit, Freight Rate, and Designation can be added for each item.  You can add multiple prices and units of measure for the same item.  If you have a multi-office configuration, the prices and units are office-specific which allows each office to set its own pricing. 

Also, the price per unit is optional and should be added only as a default price when it applies to most customers. This is not where you add pricing for individual customers. Special pricing for customers is done by creating a quote.

If you do not want the product or service to be displayed, you can un-check the “Active” checkbox.

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