How to create a new parts/services from V3 Zuper Web App?

How to create a new parts/services from V3 Zuper Web App?

The part and Services module is critical to creating and managing all the products and performing all the inventory management actions.  Within this module lies an intriguing feature known as "Markup."

Markup, in other words, is called the "margin amount" that you provide to the purchase price of parts and services. After applying a markup, the system automatically calculates the selling price of the respective part or service.

Markup Configuration

To use the markup feature efficiently in parts/services, you must enable it in the organization settings. To do so, follow these steps:

  1.  Select the "Settings" icon from the left navigation menu, and under General Settings, click "Organization Settings."
 

2. In the organization settings page, select "Part and Services settings" under configuration, choose "Yes" next to Enable Markup, and click "Save Settings to confirm."


You can now add Markup to parts and services. You can also edit the Markup in jobs, quotes, and invoices.

Creating New parts/services with Markup

1. Select the “Parts & Services” icon from the left navigation menu and click “+ New Part/Service” to create a new part & service.


A. Parts and Service Details Pane

The left pane is known as the Parts and Service details pane.  Fill in / Select the required details. 

i) Type (Mandatory Field) - Select the product type from the drop-down list. You can choose a Product, a Part, or a Service. 
ii) Product Name (Mandatory Field) - Enter the product's name. 
iii) Product Number (Mandatory Field) - Enter the product's number.  


B. Primary Details

The primary details section helps you to manage all the core inventory-related information. Since, you've enabled Markup, you can also view the "markup" option between the Unit Purchase Price/Cost and Unit Selling Price. 

i) Category (Mandatory Field) - Select the product category from the drop-down list. 
ii) Minimum Quantity (Mandatory Field) - The minimum amount of product that you are willing to sell in a single order. 
iii) Unit Selling Price (Mandatory Field) - The selling price of the individual product. It is automatically determined based on the markup applied to the purchase price of parts and services. Markup has the following conditions. 
● Flat (+): With the flat markup condition, a predetermined fixed amount is added to the unit purchase price to determine the unit selling price.
● Percentage (%): Under the percentage markup condition, a specified percentage of the unit purchase price is added to calculate the unit selling price.
● Multiplier (x): With the multiplier markup condition, the unit purchase price is multiplied by a specified amount to obtain the unit selling price.


C. Tax Details

You can manage the Tax details in this section. 
Tax Preference - Select the preference regarding the tax. 
If you choose the "Taxable" option:
i) Tax Name (Mandatory Field) - Enter the name of the tax. 
ii) Tax Rate (Mandatory Field) - Enter the rate of the tax. 

If you choose the "Tax Exempt" option:
i) Tax Exempt Reason (Optional) - Enter the reason for the exemption. 



D. Other Details

The other details section will display all the custom fields that you define under the settings. 


E. Location Availability

The location availability helps to manage the inventory items based on the warehouse location with available and minimum quantity. 


F. Attachments & Save the Part / Service

1. You can add the attachments related to the product. 



2. A dialog box will appear. Upload the attachments. 


3. The attachments are added successfully. 


4. Click the "Save Part / Service" button to add the product to the inventory. 


5. A dialog box appears. Click the "Create" button to create the product. 

6. The new product is created successfully. 


The product/part/service is the significant module as a major service, part, or product consumed during the Job is created, and inventory management happens here. 

Editing Markup

The Markup can be edited in the following areas:

1. From the Part/service listing page
2. From job, quote, and invoices.

To do so, follow these steps:

From the Parts/Services Listing page

1. Click the "Parts & Services" icon from the left navigation menu. Then, select the desired part or service from the list. 

 
2. Once in the respective part or service, click "More Actions" at the top right corner and select "Edit Part." From there, you can make the necessary changes to the Markup. 

 
3. After you have made the edits, the part or service will be updated in the mastery. You can add the updated part/service when creating a job, quote, or invoice.

From Job, Quotes, and Invoices

To edit a part/service markup, you must create a job, quote, or invoice. While creating, add the part/service and edit it. To do so, follow these steps:

In the following example, we will create a job, add a part or service, and make the desired changes to the Markup. 

1. Click the "Jobs" icon from the left navigation menu and choose "Jobs."


2. In the Jobs listing page, click the "+New Job" button at the top right corner. 
 

3. Add the job details, including Job title, category, due date, and part/service details. 


4. When adding a part/service, select the respective part/service and edit the Markup. 

 
5. Alternatively, you can add and edit the specific part/service to the job. To do so, click the three-dot icon next to the part/service and select "Edit."


 
6. Make necessary changes to the Markup and click the "Update Line Item" button. 


Note: The respective part/service will be updated only for the specific job and will not be added to the mastery list.