The system allows you to add services provided to customers that are similar to products but are not stored.
Here are the steps to add a service as a product within the system.
- Go to the “Products and Costs” page.
- Click on the “Create Products and Costs” option.
- Select “Product Type” as “Service“.
Service data is added as follows:
1. Arabic Name: Add the service name in Arabic, for example: Delivery service
2. English Name: Add the service name in English, for example: Delivery service
3. Sequential Number: Add a sequential number to distinguish the service or generate a sequential number from the option shown below it.
4. Category: Add a service category, for example: “Logistics services”, or add a new category from the “+” option.
5. Description (Optional field): You can add a description for the service that appears on sales invoices and can be displayed when printing the invoice.
6. Terms and Conditions (Optional field): If there are terms and conditions specific to the service.
7. Unit of Measurement: How the service is measured – by hour, distance, or any other unit of measurement. You can select from the list of measurement units or add a new unit of measurement using the “+” icon next to it.
8. Tax: Add the tax for the service from the taxes already defined in the system. If you select zero tax, you will see an option to fill in the reason for the tax.
9. Product Image (Optional): You can add an illustrative image for the service or product that can be displayed when exporting or printing invoices.
10. Sale Price: Enter a default sale price that appears on invoices and can be modified in the invoices. This is only a default price that must be filled in, and what affects the reports is the price shown on the invoices.
11. Sales Account: This is the revenue account associated with the service and only shows revenue accounts at the third level or higher.
12. You can enable the POS product option so it appears in the POS application.
13. If there are additional fields specific to services defined previously in the additional fields settings, such as: driver name, you can fill them in.
Then click “Save”
The following points must be considered when adding a service:
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- Service is not stored: It is not stored in inventory.
- Sold only: Set the service sale price.
- Accounts are defined: Select the account on which service revenue will be recorded.
- Not purchased: Since the service is not purchased, you do not need an expense account.
Additional Notes:
- Make sure to select the appropriate accounts for service revenue, as no expense account is added for it.
- Services are used only in sales invoices, quotations, and credit notes and cannot be added to purchases, purchase orders, or debit notes.
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When adding a service, the purchase price is not entered because the service is not purchased, only sold. Therefore, you do not need to enter a purchase price or expense account for it. Instead, you must specify the service’s sale price and the account on which service revenue will be recorded.
- Service is not stored.
- Sold only, the service’s sale price and the account on which revenue will be charged are specified.
- Not purchased, so there is no cost for the service.
