Defining Master Product Items

Before you can assign products to jobs, you first have to define the products in ServiceCEO. The information you record here is only for default purposes. You will have the ability to edit this information on the job or recurring schedule to which you apply the service.

Adding a New Service
Editing Product Details
Deactivating Products

Adding a New Product

Select Tools > Lists > Master Product List or press CTRL+F5. The Products and Services Detail page appears.
Click New. The Product and Service Detail dialog box appears.

Select the product's category from the Category drop-down list.
Type a number for the product in the Product No. field.
Type a name for the product in the Product field.
Type a description of the product into the Description field.
The Active check box will be selected by default. Deselect it if you do not want this category to appear on a job's Services/Products tab.
If necessary, select the product's units from the Units drop-down list.
Type the amount it cost you to buy this product in the Our Cost field.
Type the amount you are selling this product for in the Selling Price field.
Click Edit... to define and edit zone pricing for the product. For more, see the Using Zone Pricing section.
Select the appropriate Tax check boxes to apply taxes to the product.

Note:
The name of the tax check boxes will vary depending on your defined tax types. In the screenshot above, we've defined two tax types as State and County. See the Defining Tax Codes section for details.

Select the Pay Commission check box to pay commissions on this product. The commission fields will activate.

To apply the same commission rate to all commissioned employees, select the Pay same commission rate option button and edit the rates in the Original Sale Rate (%) and Add-On Sale Rate (%) fields as needed.
To apply different commission rates to different employees, select Pay different commission rates and click View Individual Rates. The Per-Employee Commissions dialog box will appear. Edit these fields as necessary. Click Save. The Per-Employee Commissions dialog box will close. The new commission rates are now in effect.

If the product's custom fields are active, you can define values for them now. These fields are activated in the Products/Services Options dialog box.
If you want to add this product to Inventory Tracking, click the Inventory, Vendors and Stock Levels tabs. For more, see the Adding Master Products to Inventory section.
If you're integrated with an Accounting package, click the Accounting tab. See the Associating Products-Services with Accounting section for details.
You can automatically create a task when this product is sold. See the Automatically Creating Tasks with Products and Services section for details.
If you need to store additional information, you can create up to 25 additional fields on the Custom Fields tab. See the Defining Custom Fields topic for more information.
Click OK. When you add this product to a job, this task will automatically appear on the Tasks tab, linked to the product and job.
Click OK.

Editing Product Details

Select Tools > Lists > Master Product List or press CTRL+F5. The Products and Services page appears.
Double-click the product you want to edit. The Product and Service Detail dialog box appears.

Edit the values as necessary.
Click OK.

Deactivating Products

Products that are associated with a job at any point - be it a job in the past, present, or future - cannot be deleted. You can, however, mark the product as Inactive, meaning that you will no longer be able to assign the product to jobs moving forward.

Select Tools > Lists > Master Product List or press CTRL+F5. The Products and Services page appears.
Double-click the product you want to deactivate. The Product Detail dialog box appears.

Clear the Active check box. A confirmation dialog box appears.
Click OK.

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