How to Add Services and Parts in Zoho FSM
Resolution
To add a service or product:
- Select the Services And Parts module and click Create.
- Select Service or Part from the dropdown.
Enter the following details and click Save: - Service/Part Name
- Unit Price
- For the Work Type field, select a previously created work type or create a new work type.
- The work type added here will be used to link the skills and products in it to the Service being created. When a service task (with which a work type is linked) is added to a work order, the skills and products associated with the service will be automatically added to the work order.
- This field will be displayed only while adding a Service.
- SKU
- Taxable or Non-Taxable
An Exemption Reason should be selected if Non-Taxable is chosen. - Add Service Tasks
Service tasks can only be added to services
Services and Parts can be also be imported from Invoice.