How to Add Services and Parts in Zoho FSM

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To add a service or product:

  1. Select the Services And Parts module and click Create.
  2. Select Service or Part from the dropdown.
    Enter the following details and click Save:
  3. Service/Part Name
    1. Unit Price
    2. For the Work Type field, select a previously created work type or create a new work type.
    3. 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.
    4. This field will be displayed only while adding a Service.
    5. SKU
    6. Taxable or Non-Taxable
      An Exemption Reason should be selected if Non-Taxable is chosen.
    7. Add Service Tasks
      Service tasks can only be added to services
      Services and Parts can be also be imported from Invoice.