Using Service Item

The sole purpose of the Service Item is to represent Hours of effort. It can be used on Jobs and to book and bill time.

Service Item: Reference

Sales | Prices tab

Item CodeA unique alphanumeric identifier
Sales Description
Matrix ParentSelect an Item (see ‘is Matrix’)
Item is ActiveIs available for use on a new Document
Item is BillableIs available for use on a Sales Document
Is MatrixCheck and save to make this ‘Matrix master
Pricing details
Unit PriceThe base selling price
Sales UnitsFixed as ‘Hours’
Item TaxThe Item is taxable
Foreign PriceThe default price commensurate with the customer’s default currency. In other words, if your base currency is USD and your customer pays you in CAD, then this is a fixed price for this Item in CAD.
Pays CommissionJust a flag to segment in a List
Selling Information
Free text areaIf you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Sales Document. Links and text allowed
Related websiteI.e. a product page on your website
Cross | upsell information
Free text areaIf you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Sales Document. Links and text allowed

Purchasing | Costs tab

Item is PurchasedItem can be sued on Purchase Documents
Default Order TypeStandard, Drop Shipped or Special Order
Costing details
Unit CostThe latest purchase cost as manually entered by you.
Purchase UnitsSee Units of Measure
Item TaxTax code relating to Item or Item Tax option id. (USA only) taxable or not
Foreign CostThe default price commensurate with the Supplier’s default currency. i.e. if your base currency is USD and your Supplier invoices you in CAD, then this is a fixed price for this Item in CAD.
Preferred Suppliers
The information in the list is used by these automations: On Sales Order, Create Dropship Purchase Order, Create Special Order. On Purchase Order Generator, ‘by Item’ and ‘by Order.’
Supplier
Item CodeThe Supplier’s SKU / Item code.
Description
Unit CostThe latest cost you manually added here
StockThe current stock level for this Item
Minimum Order QuantityUsed for information and by the Purchase Order generator.
Average Lead Time (days)
Use on DocsAvailable for use on Purchase Orders
DefaultThe default used by the automations.
Purchasing Information
Free text areaIf you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Purchasing Document. Links and text allowed
Related Websitei.e the Supplier’s product page
Reorder Level

Classification tab

Categories
CategoryA top-level key i.e. Manufacturer
Attributes
NameI.e. the product color
ValueI.e. red, amber, green
Auto descriptionUsed by Matrix Items
Class
Item ClassClassification for the item when it is put on the Line item, and used in the general ledger.

Images tab

Image 1, Image 2, Image 3, Image 4Placeholder for an uploaded images

Accounting tab

Incomewhere the income is posted on the general ledger (profit & loss)
Expenseswhere the cost is posted on the general ledger (profit & loss)

E-commerce tab

Customer Portal
Available in Portal CartWill display this Item in the TAP (Trade Acceleration Portal)
Shopping Cart Information
Cart MappingThe cart it’s used on
Utility Fields
Price ImpactContact support.

Custom fields tab

In this article

Was this helpful?