Add Products

Create A Products List

If your company uses different products in your services or provides many products to customers, you can create a list of products. When a booking is made, users can add the product(s) to let customers know which products will be used and let fieldworkers know which product to use for the job. To add products:
  1. Go to Settings
  2. Select Service Settings
  3. Click Products
  4. Click New Product
  5. Enter the name of the product and all other details
  6. Assign this product to certain services.
  7. Click Save
When adding a new product, you can:
  • Manage products visibility to your customers and fieldworkers. You can choose whether you want your products to be visible to all users (admins, customers, and all fieldworkers) or only to admins and the fieldworker who created it. You can manage that when adding a new product: New Product> Product visibility> choose: All users Or Only visible for the office users and the fieldworker who created it. By making your products visible to your customers, they can choose the products to be used in a service when making a new booking.
  • Manage the product price. If you want choosing a product to affect the service price, you can add different prices to your products. So, when a customer chooses a service and chooses a product to be used when doing this service, the product price will be added to the service price. If you don’t want choosing a product to affect the service price, you can leave the cost field without any value when adding your product.
  • Assign the product to the services which use it. If you added your products without assigning them to any service, they will appear in all services by default.  So when making a booking and choosing a service, all the products assigned to this service will appear to the user to choose from.
  • Add product specifications; that is details about the product. For example, you can add the brand, the bar code, the color, the production date,etc.
  • Upload a file. For example, you can upload a user manual of your new product or any other files that you want.
Finally, you can manage your products settings. You can choose whether you want these products to be visible to customers in Branded App , emails and attachments. And if you want to enable fieldworkers to be able to add products used once completing a job. And whether you want to enable admins to add products to the booking  when creating a new booking. To manage these points:
  1. Go to Settings
  2. Select Service Settings
  3. Click Products

 

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