Service Items are any services which are either sold by the business, or purchased by the business for resale. Services cannot be ‘stock controlled’.
Click on Stock > Stock & Order Items > New Item and select Item Type – Service Item.
To create an item, complete the following:
- Stock Code – enter a short name/ code for this item (you can search on this when selecting for an invoice line item).
- Name – full name for this item (you can search on this when selecting for an invoice line item).
- Description – an extended description of the item if required; could include things like brief specification or drawing reference (this can be displayed or hidden on the order/ invoice).
- List Price – if also sold, the default price which will appear against this line item when selected as an order or invoice line item, else leave blank.
- VAT Rate – the VAT rate for purchased items will determine if and where the invoice values will appear on the VAT Return.
- Stock UoM – the unit of measure you use to count the item in stock if you are operating stock control for this item.
- Sales UoM – if also sold, the unit of measure which the List Price relates to (and which will appear on your sales order or invoice).
- Sales to Stock UoM Conversion Rate – converts the sales quantity to a stock quantity for booking out of stock if you are operating stock control for this item.
- Allow WO to be created from SO – Tick this box if you wish to allow Works Orders to be created directly from the Sales Order screen i.e. back-to-back.
- Suppliers tab – Enter up to three suppliers for the Service Item.
- Click on Create and the item record is added to the Stock and Order Items listing page, and is available for selection when creating an order/ invoice, else Cancel to return to the Stock and Order Items listing page without creating the item record.