Table of Contents
Introduction #
Managing services alongside products is vital for businesses that offer both. This article provides a step-by-step guide on how to create a new service in the Cosmic ERP Products module, ensuring your service details are accurate and comprehensive.
Prerequisites #
Before creating a service, ensure that the following prerequisites are met:
- Category
- Tax
- Unit
Steps to Create a New Service #
- Login to Cosmic ERP
- Enter your credentials and click on the login button.
- Navigate to Products System
- Once logged in, locate and click on the Products System from the main menu.
- Access Product & Services
- In the Products System, find and click on the ‘Product & Services’ option.
- Initiate Service Creation
- Click on the ‘create’ button (typically represented by a ‘+’ icon).
- Enter Service Details
- Name: Enter the name of the service.
- SKU: Enter the Stock Keeping Unit (SKU) for the service.
- Sale Price: Enter the sale price of the service.
- Income Account: Select the income account from the dropdown menu.
- Purchase Price: Enter the purchase price of the service.
- Expense Account: Select the expense account from the dropdown menu.
- Tax: Enter the applicable tax rate.
- Category: Select the service category.
- Unit: Select the unit of measurement.
- Service Image: Choose a file to upload an image representative of the service.
- Type: Select ‘service’ as the type.
- Description: Enter a detailed description of the service.
- Create the Service
- Once all the necessary information is entered, click on the ‘create’ button to save the new service.
Conclusion #
Creating a new service in the Cosmic ERP Products module is a straightforward process that ensures your service offerings are accurately documented and managed. Following these steps will help maintain a comprehensive and organized service catalog.
