Sales

Services - Add a Service

Ribbon Access:   Sales   >   Services

  1. The Service Listing screen will display.
  2. Select the Site where you wish to create the service.
    • The example has Durban selected.
  3. You do not need to specify a Status as the new service can be created in any status. The new service will however display in the Active status screen.
    • The example has therefore Active selected.
  4. Click on Add.

    Short cut key: Right click to display the Process menu list. Click on Add.

  1. The Add new Service screen will display.

New Service Details Frame

  • Service Code:  Type in a code that identifies the new service.
  • Description:  Type in the description for the new service.
  • Service Type:  Click on the down arrow to select the Service Type from the drop-down menu.
    • The example has External selected.

  • Service Class:  Click on the down arrow to select the service class that applies to your service type.
    • The example has Contract Related selected.

  • Tax Rate:  Click on the down arrow to select the tax rate applicable to this service from the drop-down list.

  • Rate:  Type in or use the directional arrows to select the rate or price per unit of measure for the sevice, e.g. 250.
  • Unit of Measure:  Click on the drop-down arrow and to list the unit of measure.
    • The example has Per Hour selected.

Defaults frame

  1. Click in the check box(es) of the site(s) you wish to link or un-link the new service you are creating.
  2. Type in the relevant Pastel Sales Account Codes and COS Account Codes for each site you are linking.
  3. When you have finished adding details to the Defaults frame, click on Save.

  1. You will return to the Service Listing screen.
  2. The new service has been added to the list.