How to Create a Service Product

Create one of the many variations of a product - Service Product

Click on the ‘Sales’ app, located under the Sales Cloud, in the App Drawer screen.

Fig. 1: CloudOffix App Drawer page, Click the Sales App to begin.

In the Sales dashboard screen, click on the ‘Catalog’ menu and find ‘Products’.

Fig. 2: Find Products under the Catalog Menu.

The products dashboard lists all products currently in the system. The filters may be used to find specific products in the system and also save favorite searches.

Click ‘New’ to begin creating a new product.

Fig. 3: Click the New button.

The next screen is where the details fore the new product are added. The ‘Product Name’ field is mandatory and must be filled to be able to save the product.

Below the ‘Product Name’ field are some options about the nature of the product.

State whether the product:

Can be sold,

Can be purchased,

Can be expensed, or,

Is a subscription

Fig. 4: Select the nature of the product.

Under the ‘General Information’ tab, complete the general information about the product such as Product Type, which can be ‘Consumable’, ‘Service’, or ‘Stockable Product’.

Fig. 5: Product type.

Move on to ‘Category’ field, where the products are categorized. The option to create and edit new categories allows for as many categories as necessary to be created.

Enter a Sales price and cost for the product in the stated fields.

Fig. 6: Product Category.

Select a Unit of Measure from the drop down list. Again, in the same manner, select Purchase Unit of Measure.

Fig. 7: Unit of Measure.

In the variants tab, enter all the variations of the product by clicking ‘Add an item’.

Select from the list or create and edit a variant. In this case for example, A service product may have variants such as the different types of consultancy offered by the company, which may range from technical, financial, and HR among a few examples.

Fig. 8: Variants Tab.

In the ‘Sales’ tab:

Ecommerce categories: Enter a category for the product to be listed under in the website ecommerce pages.

Alternative products: If there are any alternatives to the product, select them from here.

Accessory Products: If a product has an added product with it, but it detached from it, it classifies as an accessory product. An example may be the insurance that covers a mobile phone at the first point in sale..

Styles: determine the style the product is visually shown on the website.

Fig. 9: Sales tab – enter the website sales details.

In the ‘Purchase’ tab, click ‘Add an item’ to add vendors to the system. However, if you are the direct service provider, there is no need to enter vendor details. The Purchase Tab will not be visible if the ‘Can be Purchased’ checkbox is not checked.

Fig. 10: Purchase tab.

In the pop up screen that follows, enter all the information about the vendor, then click ‘Save and Close’.

Fig. 11: Add Vendors in the pop up screen.

The invoicing tab has all the invoicing information divided into receivables and Payables to include vendors if the product ‘Can be Purchased’

This product is a ‘service’ product, therefore there are extra invoicing options such as ‘invoice based on’, and ‘Service tracking’. These features are available if the system has Project cloud installed, which is home to the timesheets app.

Fig. 12: Invoicing tab.

The ‘Notes’ tab, allows for notes to be shown on various parts and sections of the product ordering, delivering, purchasing and delivery steps of the product cycle.

Fig. 13: Notes tab

The images tab is where images for the product are uploaded and will be visible on the ecommerce site. Click ‘New’ to add an image

Fig. 14: Images tab.

In the pop up screen, click on the pen icon to select an image to be uploaded for the product. Click ‘Save & Close’ or ‘Save and New’ to add more images.

Fig. 15: Add images of the product.

Once every detail about the product has been entered into the system, click ‘Save’.

Fig. 16: Save the product.

The product information can be viewed on the product card. The chatter on the right side of the card now shows the product has been created.

The smart buttons on the top of the card show more information about the product.

Fig. 17: The product card.

Congratulations! You have just created a service product.