Sales

Services - Edit a Service

Ribbon Access:   Sales   >   Services

  1. The Service Listing screen will display.
  2. Select the Site where the service can be located.
    • The example has Durban selected.
  3. Select the Status for the service.
    • The example has Active selected.
  4. Click on the row of the service you wish to edit.
  5. Click on Edit.

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

  1. The Edit Service - Code[service code] screen will display.
  2. Make the changes required to the Service Details and Defaults frame(s) as required.
    • In this image the Service Type has been changed from External to Internal, and Cape Town has been added to the Defaults list.
  3. Click on Save.

  1. You will return to the Service Listing screen.
  2. The Service Type for the Short Term Contract Deposit has been updated to INT (Internal).