Products and Services List

From the products and services list you can see the code and description for your items. For products, you can see the cost and standard selling price and for service items, you can see the rate and frequency.

Set up products and services (7:12)

From the products and services list, you can:

  • View the code and description for each item.
  • View the cost and standard selling price each product.
  • View the rate and frequency of each service.
  • Create a new product or service.
  • View details of an existing product or service – To do this, click the relevant item.
  • Edit or delete an existing product or service.
  • Import products and services from another system.
  • Search for a specific product or service by code or description.

To filter the list

You can filter the list to show only products or only services.

To do this:

  • 1. Click the Filter button.
  • 2. From the Type list, select either Products or Services.
  • 3. Click Close.

If you use analysis types, you can further filter the list of products or services to show only those products or services in an specific Analysis Type or Category.

To do this:

  • 1. Click the Filter button.
  • 2. From the Type list, select either Products or Services.
  • 3. Select the Analysis Type and then the Category.
  • 4. Click Close.

Note: To return to the default list, click the Filter button, then click Reset Filters.

To sort the list

You can sort the order the products and services appear. Simply click the column you want sort by. For example, you may want to sort by Description or Ledger Account.

The action toolbar

You can use the action toolbar to print or export your product and service items. If you’ve not yet entered any transactions against a product or service record, you can also delete it from here.
User-added image
 

  • 1. Select the check box next to the required products or services.

To select all items, select the check box at the top left corner of the grid.

  • 2. Click the option that you want to use.
Print

The products and services list opens in a new window or tab. From your  browser menu, choose to print or save the page.

Email
Enter the email address and any information you want to appear in the body of the email. Click Send. The email is sent to the specified address.

CSV
Depending on your Internet browser, the CSV file either downloads automatically to your Downloads folder or you may receive a prompt asking you to save the file to your PC.

PDF
The products and services list opens as a PDF in a new window or tab. From your browsers menu, choose to print or save the page.

Delete
Use this to delete your product or service record.

Once you’ve added a product or service item to an invoice, you can’t delete it. If you’re no longer using the item, we suggest changing the description to ‘Do not use’.