Client Management Additional Customer Data Entry Site Items
Additional Customer Data Entry (continued)
Site Items
Site Items is an option that is available when editing an existing Customer Site. This option is used to create a list of Invoice Items with a default sales price to be used when that Invoice Item is selected on invoices created for the customer’s Site or when creating new recurring lines. This feature would be used if your company has special pricing on certain services for a particular customer’s Site. Each customer Site may have its own list of Site Items with unique pricing.
Site Items is used in the following situations.
Service Tickets – Other Charges; if an Invoice Item is selected on the Other charges tab of a service ticket and that Invoice Item in on the Site Items list, the sales price will default to the amount from the Site Items.
Miscellaneous Invoices – If an Invoice Item is selected on the Items tab of a Miscellaneous Invoice and that Invoice Item in on the Site Items list, the sales price will default to the amount from the Site Items.
Creating a new Recurring Line - If an Invoice Item is selected on the New Recurring form and that Invoice Item in on the Site Items list, the sales price will default to the amount from the Site Items.
There is also a similar feature available at the Customer level referred to as Customer Items. Follow the link for more information on Customer Items.
Site Items Setup
1. To create a list of Site Items, open the Customer Explorer record of the customer for which a Site Items list will be created. Highlight the Site from the customer tree, right-click then select the Edit Site option.
2. The Site Setup form will be displayed; select the Items tab. The Items from is divided into two tiers; the upper tier will display the list of Items and the default sales price as they are added to the list from the lower tier of the form. To add an Item to the Site Items list, press the New button locate in the lower tier of the Items form. Select an Invoice Item from the drop-down list. The description will automatically fill in, however if a different description is to be used for this site, the User may change this default description. Up to 50 characters may be entered into the description field. In the Amount field, type in the sales price that will be used for this Item. Press the Apply button to add the Item. Continue until all Items have been added for the Site. When finished press the Save button located at the lower right of the Site Setup form.