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 Code A unique alphanumeric identifier
Sales Description
Matrix Parent Select an Item (see ‘is Matrix’)
Item is Active Is available for use on a new Document
Item is Billable Is available for use on a Sales Document
Is Matrix Check and save to make this ‘Matrix master
Pricing details
Unit Price The base selling price
Sales Units Fixed as ‘Hours’
Item Tax The Item is taxable
Foreign Price The 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 Commission Just a flag to segment in a List
Selling Information
Free text area If 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 website I.e. a product page on your website
Cross | upsell information
Free text area If 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 Purchased Item can be sued on Purchase Documents
Default Order Type Standard, Drop Shipped or Special Order
Costing details
Unit Cost The latest purchase cost as manually entered by you.
Purchase Units See Units of Measure
Item Tax Tax code relating to Item or Item Tax option id. (USA only) taxable or not
Foreign Cost The 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 Code The Supplier’s SKU / Item code.
Description
Unit Cost The latest cost you manually added here
Stock The current stock level for this Item
Minimum Order Quantity Used for information and by the Purchase Order generator.
Average Lead Time (days)
Use on Docs Available for use on Purchase Orders
Default The default used by the automations.
Purchasing Information
Free text area If 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 Website i.e the Supplier’s product page
Reorder Level

Classification tab

Categories
Category A top-level key i.e. Manufacturer
Attributes
Name I.e. the product color
Value I.e. red, amber, green
Auto description Used by Matrix Items
Class
Item Class Classification 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 4 Placeholder for an uploaded images

Accounting tab

Income where the income is posted on the general ledger (profit & loss)
Expenses where the cost is posted on the general ledger (profit & loss)

E-commerce tab

Customer Portal
Available in Portal Cart Will display this Item in the TAP (Trade Acceleration Portal)
Shopping Cart Information
Cart Mapping The cart it’s used on
Utility Fields
Price Impact Contact support.

Custom fields tab

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