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 the issues / do 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 per the need. 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	Enter the applicable actual quantity available for the product.
Minimum Quantity	Enter the minimum quantity of the products that you determine to sell.
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	You can select the option to track the quantity of the product. The option can be either “Yes” or “No.”
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:

Location (Mandatory Field)	Select the product’s available location.
Available Qty. (Mandatory Field)	Enter the applicable actual quantity available for the product based on the location.
Minimum Qty. (Mandatory Field)	Enter the minimum quantity of the products you determine to sell based on the location.

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 / be 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	Enter the minimum quantity of incoming products that you determine to sell.
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 applicable for the Incoming product.

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

The new inward transaction is created successfully. 

Following the above steps makes it easy to create inward transactions and store 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:

Outward Location (Mandatory Field)	Enter the product delivery location.
Quantity (Mandatory Field)	Enter the number of products delivered.
Min Quantity	Enter the minimum quantity of products that you determine to deliver.
Enter Remarks (Mandatory Field)	Additional comments, if any.
Serial Numbers	Enter all the serial numbers applicable for the outward product.

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	Enter the minimum quantity of products that you determine to transfer.
Enter Remarks (Mandatory Field)	Additional comments, if any.
Serial Numbers	Enter all the serial numbers applicable for the inward product.

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

The new transfer transaction is created successfully, and select the flash icon    to view the “Recent Transactions.”

Following the above steps makes it easy to transfer the product and view recent transactions.

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 product creation to 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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