Adding Products & Services

From your Dashboard Choose:
Options -> Labour, Products & Inventory Management

From this Screen you can:

1. Search your products and service by, Part Number, Product Name or filter by Tags
2. Add product, Transfer product between warehouses
3. Filter your Product and Services by the individual Columns by clicking on the titles
4. Shows the current Stock Level
5. Hit 'Edit' to modify item details
6. Add new stock for item (both as warehouse or non-warehouse item)
7. Delete an item (Note: Only items not associated with any job can be deleted)

Click Add Product

1. Enter in the product name (has to be unique)
2. This is the sales account code used in your accounting system
3. This is the asset code used in your accounting system
4. Part number
5. Product description
6. Supplier cost
7. Your margin you want to make in selling the product
8. Price excluding your tax
9. Apply tax or not
10. Select your tax rate
11. Total Price
12. Allow the product to remember inventory on the product. This is generally not used for service item
13. Allow users to discount this product or not
14. Check this if you want to set the product as active (checked by default)
15. Tag Group product is assigned too

Once you have completed this form, click Save

As you see above, the product is added to the Product List..
We have filtered by the Tag we applied and the product is visible..

Clicking on 'Edit' button for a product allows to edit the product details and also attach images.. Let us see how..

From within the Product Details, choose:
1) Photos
2) Browse for a file on your computer
3) Upload
4) Refresh the screen and the files is see attached..

Click Save

From main products screen:
Hit 'Add Stock' for the item you wish to enter stock..

1. Select an existing Warehouse if stock has to be added to it.. Else leave blank..
2. Enter the new stock quantity (Adds quantity to already existing stock)
3. Enter damaged stock level..
4. Finally, hit 'Add Stock'

While filling up job cards there is an option to Attach Products & Services to the job..

1. Click Add Products
2. Choose the item from the drop down list
3. Enter Quantity
4. Hit Update

Your Field Staff can see these products and also add more when they are in the final stages of finishing the job on their mobile devices.. See below example:

Related Tutorials:
1) Creating Tag Groups and assigning Products to Tags
2) How to Bill your clients for your Products/Services using Connect2Field

Feel free to let us know if you have any questions or suggestions: support@connect2field.com