What is a Service?

How do I create Services manually?

How do I quickly create Services

How do I import Services from external source?

How do I manage records in Services module?

How do I export Services to spreadsheets?

How do I gain knowledge on fields in Services module?

How do I select Services while creating Business Orders?

How do I include different currencies and taxes on services individually?

What is a Service?

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Services refer to the free or paid assistance you would offer to benefit your customers. In general, services are non-stock items rendered to your customers. Services do not have bundles.

Create Services Manually

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You can enter Service details manually from Services module. This might come handy if you will have to enter Service details individually.

Steps to create Service records manually

1. In Services tab, click on Add Service button
2. In the Create Service view, fill in the Service details
3. Click Save

Quick Create

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You can enter basic details of Service record through Quick create. This might be helpful if you are running out of time.

Steps to create Service records through Quick create

1. Click (+) Icon on top right corner
2. Click Service
3. In the Create Service view, fill in the Service details
4. Click Save

Importing Services from Existing Files

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simply CRM supports importing Services from external sources such as .csv and vcf files. As it saves lots of time and efforts, it might come in really helpful for your Sales Team to import thousands of records instantly. Learn more

Managing Services

#	List of operations you can perform on records in Services Home page
1	Create Custom filters to classify records as per your requirements. You can be able to limit your search to selected columns and search criteria.
2	Click on Mass Actions button and perform actions on desired records like: Edit and Delete
3	Click Settings button > Edit Fields to configure fields and customize the layout of fields through Layout Editor
4	Click Settings button > Edit Workflows to view / create new Workflows on Services
5	Click Settings button > Edit Picklist values to modify picklist values through Picklist Editor
6	Search desired records

#	List of operations you can perform on records in detail view of Service record
1	Click Edit button to modify existing content.
2	Click More > Delete to delete the existing Service record
3	Click More > Create Quote to start creating a new Quote on the Service record
4	Click More > Create Invoice to start creating a new Invoice on the Service record
5	Click More > Create Sales Order to start creating a new Sales Order on the Service record
6	Click More > Create Purchase Order to start creating a new Purchase Order on the Service record

Exporting Services to External Source

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If you ever want your data in the form of a spreadsheet, you can export your Services records right away.

Steps to export your data

1. Click Services tab

2. Click More button > Export

3. In the Export Records page, you will find the following options

Export selected records	Click on the radio button to export the records selected in List view
Export data in current page	Click on the radio button to export all the records that are on the current list view page
Export all data	Click on the radio button to export all records in Services module

4. Click Export Services button.

Fields Information

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Information of fields in the Services module.

Service Name	Provide name of the service. This field is mandatory.
Active	Enable the check-box if service is available
Sales Start Date	Specify start date of sales
Sales End Date	Specify sales end date
Support Start Date	Specify the support start date
Support End Date	Specify the support end date
Price	Specify the price of the Service. You can imply different taxes and work with different currencies. Learn more
Handler	Select from the users or group to specify Service owner

Select Services

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While creating Invoices, Quotes, Sales Orders, and Purchase Orders, click on Services Icon, highlighted below, to select from existing services. Also, click on Add Services button to include more services.

Dealing with Currencies and Taxes

Manage International Currencies

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In the create view of a Service, you can be able to set multiple currencies for its use while generating Business Orders. To achieve this, fill Price field and click on more currencies link. You can find it under Pricing Information block.

Service Prices popup will be displayed on your screen. This will display the list of different currencies.

Currency	Displays the list of currencies you configured. Enable the check-box to manage operations on desired currency
Price	Prices are updated according to the conversion rates. However, you can modify the prices according to your requirements
Conversion Rate	Displays the values according to conversion rates
Reset Price	Reverts back the modified currency values to default values according to conversion rates
Base Currency	Select the radio button of desired currency to make it a base currency. Comes handy while managing international currencies

In the create view of Invoices, Quotes, Sales Orders, and Purchase Orders, select desired currency.

Automagically, the values modified lately in the Service will be updated instead of updating the values according to conversion rates.

Imply Taxes

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In the create or edit view of a Service, you can find the taxes under Pricing Information block. Values will be automatically populated if you would enable the check-boxes. You can make modifications in tax values for services individually.

This feature comes into action if you would select Tax Mode as Individual while creating business orders. The tax values modified lately in Service record will be displayed instead of populating taxes from Tax Calculations.