Products List Overview

The Master Products list functions much like the Master Services list – it lists each product your business offers for sale as part of a job, project or invoice. If you do not want to track purchases or inventory amounts, you'll configure the Master Products list in the exact same manner as the Master Services List, meaning that the Master Products list will serve as a Master List of all of the products you sell. You will also be able to attach these products to your jobs.

See the Master Product Item topic for details on entering your product data ServiceCEO.

Tip:
Items are listed exactly as they will appear on work orders and invoices, so names and descriptions should be customer friendly. The part numbers entered here should be the ones you use internally for referencing a part, regardless of which vendor or supplier from which it came.

If you are, or plan on ever, tracking inventory in ServiceCEO, the Master Products List can also act as an internal parts control system. See the Inventory sections for details.

Tip!

Tip:
You can import services into ServiceCEO from a wide variety of formats. See the Importing Data into ServiceCEO topic for details.

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