How To Add Products/Services/Bundles

Creating Products, Services, and Bundles is very simple. The first thing you will need to go is to log into your ServiceBridge account at www.servicebridge.com

1. Click on "+"

2. Product/Service



You have the option to add a product, service, or bundle.  

Products

Products lets you add any specific product you have to offer to your customers. 



SKU - Enter the SKU of the product. 

Group - Select the group that the product will be grouped under.

Name - Choose the name of the product. (What an employee will be searching for from the mobile device).

Description - Enter the description of the item.

Income Account - Choose the income account for the product. 

Taxable - Choose if the product is taxable. 

Commissionable - Choose if the product is commissionable. 

Units - Select the unit for the product.

Cost - Enter the cost of the product.

Price - Enter the sell price of the product. 

Service

Service lets you add any kind of service that your company offers to customers. 



SKU - Enter the SKU of the service. 

Group - Select the group that the service will be grouped under.

Name - Choose the name of the service. (What an employee will be searching for from the mobile device).

Description - Enter the description of the service.

Income Account - Choose the income account for the service. 

Taxable - Choose if the service is taxable.

Commissionable - Choose if the service is commissionable. 

Charge Type - Choose the charge type for the service.

Estimated Duration - Enter the estimated duration for the service.

Price - Enter the price of the service. 

Bundle

Bundle lets you add products and services to one package that can be added without searching for and adding separate products and services. 



SKU Enter the SKU of the service. 

Group Select the group that the bundle will be grouped under.

Name Choose the name of the bundle. (What an employee will be searching for from the mobile device).

Description Enter the description of the bundle.

Income AccountChoose the income account for the bundle.

Lock Quantity & Price - Choose whether the bundle quantity and price will be locked and employees will not be allowed to change it from the mobile device.

Include Items - Enter the products and services for each bundle. 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.