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Services are non material products that can be purchased from suppliers or sold to customers. Typically, Services are items sold in time basis, (eg: Support, consultancy, assitence, etc…) Services might be required when creating Sales Opportunities, Quotations, Sales Orders, etc...
There are two ways that an Administrator can add Services (from the main menu):
| • | From the main menu: File>New>New Service |
| • | From the main menu: File>Open>Services. FTrack will open the services management form. Then use the push button {New } |
The Service "Code" is the only required field.
To Edit existing Services:
| • | From the main menu: File>Open>Services or File>Open>Services. FTarck will open the Services management form so the user can filter records using the standard procedures or edit any record doing double click on it |
| • | From the left tree view option panel: Doing double click on icon Services ( |
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The following image shows an example of service management form:
The information managed on this form is grouped on different tabs:
| o | Code: This is the service code generated automatically by FTrack |
| o | Name: The service name used in listings. |
| o | Description: Long detailed description for the service. |
| o | Active: Checked if the service can be used from other forms (i.e: to generate orders, etc...) |
| o | Family: Services can be grouped by families. Families are defined in the Lookup tables form. See administration tools for more. |
| o | Purchase Price: Price applied when generating purchase orders for this service. See purchase orders for more details. |
| o | Final Price: Price to be applied when selling the service to a customer. See sales orders for more details. |
| o | Supplier: Organization that supplies the service. |
| o | Suppliers Product Code: Code used internally by the supplier to manage its services. |
| o | Base Measuring Type: Measuring units defined in the Look up tables. |
| • | Comments: Long description of the service. |
| • | Documents: List of documents related to the service. See Document Management for more details. |
From the top menu of the products form the following actions are available:
| o | Supplier: FTrack will open the suppliers form for this service. |
| o | Add Document: FTrack will open a new Document Form to add to the service. |
To Delete existing services, users must edit the one to remove and use top menu option: File>Delete. If the product has relation of any kind with other system objects (e.g.: part sold to a customer. System supplied by a active supplier, etc…) FTrack will not let the user remove it.
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