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Goods & Services

Goods & Services represent articles that you can add to quotes and invoices as line items. In addition, these can be referenced in bookings and when time tracking.

Goods and services overview showing building blocks for quotes and invoices

Creating a Good/Service​

  1. To add a new good or service, navigate to the goods and services page. And click "Add Item".

Add item button for creating new goods and services entries

  1. Define what type of item you'd like to add.

Item type selection interface for choosing service or product categories

  1. Fill in the details for the tax rate,

Tax rate field configuration for goods and services pricing

  1. define a regular "Selling price"

Selling price field for setting standard product or service rates

  1. A "Purchase price" can also be defined.

Purchase price field for tracking cost of goods and services

  1. Fill in the "Name" , "Description", and "Item Text" fields as required.

Name, description, and item text fields for detailed product information

  1. If you're working in a multi multilingual environment, you can also add translations.

Multilingual translation options for international goods and services

  1. There's an option to make the item selectable during time tracking.

Time tracking option checkbox for billable services integration

  1. You can add searchable metadata terms.

Metadata terms field for adding searchable keywords and tags

  1. Items can be organised into groups.

Item organization groups for categorizing goods and services

  1. Once you've fill out this basic information, click "save"

Save button to store goods and services configuration

Client Prices / Rate Card Prices​

  1. Once the basic details for an item have been entered, view the item.

View item interface for accessing detailed goods and services settings

  1. Click the "Client prices" tab

Client prices tab for managing customer-specific pricing schemes

  1. Click "Create new price"

Create new price button for adding client-specific pricing rules

  1. Client prices can be set up by individual "client", "client groups", the "company" from which the invoice or quote is issued, or a combination of Issuing company and client/Client group.

Client price setup interface with options for clients, groups, and companies

  1. The price and currency can be adjusted for each "client price" instance

Price and currency adjustment fields for client-specific pricing

  1. Add as many Client prices as required

Multiple client prices list showing various pricing configurations

Defining Components​

  1. Click on and Item to view details
    Click "Components"

Components tab for managing item breakdown and sub-components

  1. Click "Add component"

Add component button for creating item sub-components and parts

  1. Define each component from your setup as required

Component definition interface for configuring detailed item specifications

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