You are here : CRM > Sales Master > Sales Item Master : Service
This master adds and maintains an extensive collection of Services offered by your Company along with their Rates and other details.
Each Service is recognized by separate references for sales and service purposes. Sales Item Code is used exclusively by the Sales department for pre-sales/sales related activities and invoicing of an Item. Service Item Code of an Item is referred in all Service related activities. This master allows to establish a link between these two areas by associating a Sales Item Code with its respective Service Item Code.
Please note that -
It may happen that a Service is offered in a particular Unit of Measurement but is internally dealt in a different one. This master establishes a link between two difference Unit of Measurements by maintaining their respective conversion factors.
Service Items can be added, edited, and viewed provided the Role associated with the currently logged-in user through User Management has the respective rights to do so.
To 'Add' a Service Item, click on the button and to 'Edit', click on the icon on its corresponding record. To view details of a particular Service Item, <DoubleClick> on that record. As a result, following screen will be displayed -
You can 'Add' or 'Edit' a Sales Item but you can not 'Delete' it. Although a Sales Item can be deactivated through Deactivate Master option in Administrator Tools Module.
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While 'Adding' a new Sales Item, enter a unique code of the Item. This is the Code by which this new Service Item will be referred throughout IMMS. Press <ENTER>. The system checks that the entered Item Code does not already exist. Alternatively, you can also copy the text in 'Internal Item Description' field and paste it here.
In case of 'Edit' and 'View', Sales Item Code will be displayed automatically for the selected record. It can not be changed.
Please note that a Service Item can not be edited if it has been deactivated through Activate/De-activate Master option of Administrator Tools Module.
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While 'Adding' a new Sales Item, enter the detail description for the Service Item Code. This name will be displayed along with the Service Item Code throughout IMMS.
In case of 'Edit' and 'View', Description of the Sales Item will be displayed automatically as per the selected Sales Item. You can change it in 'Edit' mode.
While 'Adding' a new Sales Item, enter the detailed Description about the Sales Item if any.
In case of 'Edit' and 'View', Sales Item Detail Description for the selected Sales Item Code will be displayed automatically. You can change it in 'Edit' mode.
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IMMS allows to make a Group of similar Items. Specify the Group of Item to which the Sales Item belongs to. There can be multiple Sales Item under a Model.
While 'Adding' a new Sales Item, either you can select an already existing Model or define a new Model to which the Sales Item belongs to. To define a new Model, enter a unique Number by this the Model will be referred to throughout IMMS. If the Item belongs to an existing Model, click on the field to access a list of already existing Models. Select your desired Model from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Model Number.
In case of 'Edit' and 'View', Model Number will be displayed automatically as per the selected Sales Item. You can not change it.
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While defining a new Model, enter its Description in this field. If an existing Model is selected, its Description will be displayed automatically.
Specifies the Service Item Code of the Sales Item. Please note that IMMS allows to link one Service Item Code to multiple Sales Items.
While 'Adding' a new Sales Item, specify its Service Code. Click on the icon on the field to access a list of already existing Internal Item Codes defined through Item Master - Service option of Purchase Module. Select your desired Item from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Item .
In case the selected Service Code is already linked with some other Sales Item, the system will show an appropriate warning message along with a report. Further the system will ask the user to confirm whether to proceed with the same Internal Code or not. Click 'Yes' button, if you want to map the selected Internal Code with the Sales Item even if it has already been mapped with some other Sales Item. Click on 'No' button to stop going further. As a result, the control will go back to the Internal Code field and you can select another appropriate Internal Code.
In case of 'Edit' and 'View', Internal Item Code of the selected Sales Item will be displayed automatically.
Description of the selected Service Item Code will be displayed automatically. You can not change it. But you can copy the text and paste it in 'Sale Item Description' field.
Internal Unit of Measurement of the selected Internal Item Code will be displayed automatically as entered through Item Master Basic Detail - Entry option of Materials Module. You can not change it.
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While 'Adding' a new Sales Item, enter the Conversion Factor for Unit Of Measurement of Sales.
In case of 'Edit' and 'View', Conversion Factor will be displayed automatically as per the selected Sales Item Code. You can change it in 'Edit' mode.
While 'Adding' a new Sales Item, specify the Unit of Measurement of Item for Sale purpose. A Sales Unit of Measurement may or may not be same as Internal Unit of Measurement. Click on the field to access a list of Unit Of Measurement defined through Codes Master Entry (Code Type = 'UM') in Administrator Tools Module. Select your desired UOM from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the UOM Code.
In case of 'Edit' and 'View', Sales Unit of Measurement will be displayed automatically as per the selected Sales Item Code. You can change it in 'Edit' mode.
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Specifies the Chapter number of the Sales Item.
While 'Adding' a new Sales Item, enter its Chapter number.
In case of 'Edit' and 'View', Service Chapter will be displayed automatically as per the selected Sales Item Code. You can change it in 'Edit' mode.
While 'Adding' a new Sales Item, specify its SAC Code. Click on the field to access a list of already existing SAC Codes defined through Service Account Codes Master option of Administrator Tools Module. Select your desired SAC Code from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the SAC Code. The system will check that a valid SAC Code has been entered. Note that SAC Code can be left blank as well.
In case of 'Edit' and 'View', SAC Code will be displayed automatically as per the selected Sales Item Code. You can change it in 'Edit' mode.
Next, a grid to provide information related to Currencies in which the selected Sales Item is sold and discounts offered on it is displayed as follows -
While 'Adding' a new Sales Item, this grid is displayed as blank. You can start entering the Currencies in which the Sales Item is sold as well as the discounts offered on it.
In case of 'Edit' and 'View', the grid will be populated and displayed with the Currencies and other information already specified for the selected Sales Item Code.
IMMS allows to specify multiple Currencies in which a Service may be sold.
Click on button to enter new Currencies in the grid. As a result, a new row will added in the end of the grid.
Field Description of the grid -
Action Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.
Action
Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.
Currency Code:
Specify the currency in which the Service is sold. Click on the field to access a list of already existing Currencies defined through Currency Master of Administrator Tools Module. Select your desired Currency from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Currency Code.
Price / SUOM:
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Click on the field. Enter the Price of the Sales Items in terms of its Sales Unit of Measurement. Press <TAB>.
Discount Type:
Click on the field. Specify the Type of Discount offered on the Sales Item. Select 'None', 'Percentage' or 'Value' from the given popup to specify the Type of Discount. Press <TAB>.
Discount Amount:
In case of 'Percentage' or 'Value', enter the percentage or value of Discount in the selected Currency. In case of 'None', this field will be disabled.
Discounted Price / SUOM:
Discounted Price of the Item in Sales Unit of Measurement will be automatically calculated and displayed by deducting the Discount from the Price. The Discounted Price will be in the selected Currency.
Once you have entered all the information related to the Sales Item, click on 'Save' button to save it or 'Cancel' to discard. The control will go back to the list.