01What it is
The service catalogue is the price list of the work you sell. A service has a name, a group and subgroup, a category, a unit (h by default) and a default time in minutes.
Three prices: own cost (visible with finance access), retail price and project price. In a quote the service is suggested with its project price and unit.
A service used in projects or quotes cannot be deleted. Untick Active and the service disappears from the choice lists, while staying in the history.
- A FIXED PRICE LIST
- The same service price in every quote.
- COST AND PRICE
- Own cost next to the customer price.
- DEACTIVATE, DO NOT DELETE
- A service with a history is switched off.
02What it is for
Faster quoting
A service from the price list goes into a quote with one choice.
Margin on a service
Own cost next to the retail price and the project price.
Order
Service categories and groups, for example fire protection or installations.
One price for everyone
Everyone in the company prices the same service the same way.
03Main options
The catalogue has a list of services, a service window and the choice of a service in a quote.
Service, category and prices
The service price list with the unit next to the name.
- Columns: service, category, cost (with finance access), retail, project price
- Filter by service category and group, search by name
- Row menu: Edit and Delete service
Name, unit, time and prices
Add service from the screen menu, or Edit in the row.
- Name, category and group, catalogue group and subgroup
- Unit and default time in minutes
- Own cost, retail price, project price, note, Active
A choice from the catalogue
On the Items tab of the quote record, services are marked [U].
- Type and group narrow down the catalogue list
- The quote price and the unit are suggested from the service
- You can change the price in one quote without changing the price list
04Tasks step by step
- STEP 1Open Modules › Suppliers and subcontractors › Service catalogue and choose Add service.
- STEP 2Enter the name, then choose the group, the unit and the default time.
- STEP 3Enter the own cost, the retail price and the project price. Save.
- STEP 1On the quote record open the Items tab.
- STEP 2In the Item from the catalogue field choose a service marked [U].
- STEP 3Enter the quantity and save the item.
- STEP 1Choose Edit next to the service.
- STEP 2Untick Active and save.
05Actions
The most common tasks in the service catalogue.
Add service
A new item in the service price list.
Edit service
Prices, unit and time.
Search for a service
By name across the whole price list.
Service in a quote
A [U] item with the project price.
06What it connects to
Choose a module to see where the service price list is used.
Projects
Service items move from the quote to the project.
Go to the topicProjectsMaterials catalogue
Groups and subgroups are shared by materials and services.
Go to the topicMaterials catalogueCategories and groups
Service categories and groups for filtering the price list.
Go to the topicCategories and groups