How to create & manage new parts/ services on the Zuper Web App?

Navigation:  Parts & Services -->  + New Parts & Service / Edit Product / Delete Product

The products are the most significant part of the field service, and especially for the field technicians, those who gain end-to-end details about the product can quickly solve issues and provide service. 

Create a new product:

1. Select the "Parts & Services" module from the left panel and select the "+ New Part / Service" option.

2. The following details will be pre-filled / entered under the “Product” tab as needed. Then, select the option “Available” for the product added if available and choose “Unavailable” for the unavailable product.

Choose Type (Mandatory Field)	Select the type from the drop-down list.
Prefix	Enter the prefix for the product.
Product Number (Mandatory Field)	Enter the unique number identifying the product.
Product Name (Mandatory Field)	Enter the name that identifies the product.
Product Category (Mandatory Field)	Select the category under which the product belongs.
Brand	Enter the brand name of the product.
Specification	Enter the product-specific details.
Unit of Measurement	Enter the unit of measurement relevant to the product.

Available Quantity	Non-editable field. You must select the location under the "Availability by location" section and enter the available quantity in that section. (Explained in the next section).
Minimum Quantity	Non-editable field. You must enter the minimum threshold quantity in the "Availability by location" section. (Explained in the next section).
Unit Purchase Price ( USD)	Enter the purchase price of the product unit.
Unit Selling Price ( USD)	Enter the selling price of the product unit.
Product Manual	Use the “Choose File” option to upload the manual for the product.
Track Quantity	Specify whether inventory tracking should be enabled for this part or product. If 'Yes' is selected, the system tracks part consumption based on the module chosen in the Choose Module to Track Part Consumption field under Settings > Organization Settings > Part and Service Settings. If 'No' is selected, the system does not track the part's consumption in inventory.
Has Custom Tax? (Mandatory Field)	You can select the option to confirm if the product has custom tax. The option can be either “Yes” or “No.”
Tax Name  (Mandatory Field)	Enter the name of the applicable tax.
Tax Rate (in %) (Mandatory Field)	Enter the percentage of the tax.
Product Description	Enter the description for the product.

    

Availability By Location: (Editable)

Location (Mandatory Field)	Select the product’s available location.
Available Qty. (Mandatory Field)	Enter the total available quantities based on the location. (This will automatically fill the 'Available Quantity' details above.)
Minimum Qty. (Mandatory Field)	You must enter the minimum threshold quantity. (This will automatically fill the 'Minimum Quantity' details section).

Note: Add the “+” icon from the files/attachment section to add the required files or attachments. 

Select the “Choose File” option to add the product’s image and select the “Save Product” option to save the new product, and the new product action is completed successfully. 

Create a new inward transaction:

Navigation:  Parts & Services -->  Add Transaction --> New Inward

1. Under the “Add Transaction” section, select the “New Inward” option from the top section.

2. The following details will be pre-filled / entered under the “Create New Inward Transaction” popup as per the need:

Inward Location (Mandatory Field)	Enter the product receiving location.
Quantity (Mandatory Field)	Enter the number of incoming products received.
Min Quantity	Non-editable field. The Minimum quantity previously entered under the "Availability by Location" is displayed.
Unit Purchase Price (Mandatory Field)	Enter the purchase price of the incoming product unit.
Enter Remarks (Mandatory Field)	Additional comments, if any.
Serial Numbers	Enter all the serial numbers, if applicable.

Select the “Create” option to create the new inward product details.

The new inward transaction is created successfully. 

Following the above steps makes creating inward transactions easy and storing the product in the inventory.

Create a new outward transaction: 

Navigation:  Parts & Services -->  Add Transaction --> New Outward

1. Under “Add Transaction,” Select the “New Outward” option from the top section.

2. The following details will be pre-filled / be entered under the “Create New outward” popup as per the need:

Select the “Create” option to create the new outward details.

Outward Location (Mandatory Field)	Enter the product delivery location.
Quantity (Mandatory Field)	Enter the number of products delivered.
Min Quantity	Non-editable field. The Minimum quantity previously entered under the "Availability by Location" is displayed.
Enter Remarks (Mandatory Field)	Additional comments, if any.
Serial Numbers	Enter all the serial numbers, if applicable.

The new outward transaction is created successfully.

Following the above steps makes it easy to create outward transactions and deliver the product.

Create & view transfer transactions:

Navigation:  Parts & Services -->  Add Transaction --> Transfer

1. Under the “Add Transaction” section, select the “Transfer” option from the top section.

 

2. The following details will be pre-filled / be entered under the “Transfer” popup as per the need:

From Location (Mandatory Field)	Enter the product source location.
To Location (Mandatory Field)	Enter the product destination location.
Quantity	Enter the number of products to be transferred.
Min Quantity	Non-editable field. The Minimum quantity previously entered under the "Availability by Location" is displayed.
Enter Remarks (Mandatory Field)	Additional comments, if any.
Serial Numbers	Enter all the serial numbers, if applicable.

Select the “Create” option to create the new transfer details.

The new transfer transaction is created successfully.

Click the flash icon    to view the “Recent Transactions.”

Following the above steps makes transferring the product and viewing recent transactions easy.

Mark Product as Unavailable:

Navigation:  Parts & Services --> More Actions --> Mark as Unavailable

1. Under the “More Actions” section, select the “Mark as Unavailable” option.

2. Select the “Mark as Unavailable” button to categorize the product under the unavailable category.

Following the above steps makes it easy to classify the unavailable products.

Modify Product:

Navigation:  Parts & Services -->  Edit Product

1. Select the “Edit Product” option to modify the existing product details.

2. Select the “Save Product” option. 

3. Select the “Update Product” option to modify the product details.

By following the above steps, modifying the existing products is easily done. 

Delete Product:

Navigation:  Parts & Services -->  More Actions --> Delete Product

1. Under the “More Actions” section, select the “Delete Product” option.

2. Select the “Delete” button to delete the product.

Following the above steps makes it easy to delete the existing product. 

With the whole idea of creating and managing the product, field technicians can now gain end-to-end details about the product and easily solve the Customer’s issues.

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