Products and Services

The Products module is a multi-tiered design that allows families of sellable products or services to be grouped together to allow selection from within quotations and orders (if activated) using a series of pop up lists. This structure allows a reducing series of options when adding to quotations.

Set up Products and Rates

Product or service rates are entered at the lowest level and can have different tax rates allocated to each entry. The higher levels can be used to group different items within client facting output to make the documentation more logical to read.