Creating service items allows you to handle sales that don't involve inventory management, such as installations or warranties. This guide explains how to add services from the global + Create or directly through the Services tab.
If you want to sell non-inventory "items," you can create services that don't affect warehouse workflows.
Examples of when you might use a service item:
Installation. Service charges for installing or configuring sold products.
Repairs or maintenance. One-time or recurring service charges for product upkeep.
Design or customization. Fees for design work, product modifications, or customization.
Warranties or service plans. Extended warranties or protection plans sold with products.
Delivery fees. Costs for shipping, handling, or special delivery services.
Gift wrapping and packaging fees. Additional service charges for special packaging or wrapping.
Made-to-order services. Custom-tailored products that require special manufacturing or sourcing.
Subscription and refill plans. Recurring charges for product replenishments or exclusive access.
Gift cards. Selling prepaid gift cards without stock tracking.
Creating a service
A service can be created via 3 ways:
Use the global + Create and choose + Service
From the Items screen > Services tab > and click + Service
From the SO row quick-add dialog
From the Service card, you can fill out the specifics of the service, such as its name and the category (type) of service it is.
The category you assign to the service can be very useful for understanding its usage and for adding it to an SO.
You can add, edit, and delete categories from Settings.
You can also add a service code, default cost, and default sales price.
That's all there is to it! If you're already familiar with creating products or materials, the process of adding services should feel fairly familiar.
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