Sales services

KB CloudERP can be used:

• Exclusively for Services or

• Exclusively for Product Selling (trading) Or

• Combination of Services & selling of Products.

What are services?

Services are Intangible products that can be given by different types of businesses.

Example:

Repair, Salon & Spa services, Web Development, Accounting, banking, cleaning, consultancy, education, insurance, expertise, medical treatment, transportation, and a lot more.

How to add services?

Follow the below steps to add services

1. To add service Go to Add New Products

2. Add the name of your Service, Like Computer Repair, Accounting, E-Commerce Development, Consulting, Plumber, Saving, Hair Cutting, etc.

3. While adding service-based products uncheck the “Manage Stock?“ option. When Manage stock is unchecked or disabled the stock for such products is not managed, because such a product doesn’t have a stock count with it.

4. If you want to add a description for such a service for example in computer repair you want to describe the problem for such a service then check the “Enable Product description, IMEI or Serial Number” checkbox.

How to sell services?

1. Go to Add Sales or POS screen

2. Enter the name of the service.

3. If you have enabled “Enable Product description, IMEI or Serial Number”, then it will show you a popup to add a description. If you haven’t enabled the description you can click on the button.

4. To print the description in the invoice, go to Settings -> Invoice Settings -> Invoice Layout. And click on the layout you’re using.

5. Enable “Show sale description“. Click on “Update” to update the invoice layout.

6. Now it will display the Description you entered on the invoice or receipt.