Items Overview

Introduction

SingleOps Items are the services, materials, expenses, labor, equipment, or discounts added to a job. Certain Items can also be added to Purchase Orders. 

 

Table of contents

I. How to Create or Edit an Item

- Navigation & Set-Up

II. Item Settings

- Settings names and descriptions

 

 

I. How to Create or Edit an Item

 

Navigation & Set-Up

1. Navigate to:

             mceclip0.png Admin

                      Items

                      Items  


2. Select New to create a new Item or select the Item Name, this will open up the Item and allow you to click Edit to make changes.

4. Once you are finished creating or editing an Item, be sure to click Update Item at the bottom of the page to save your changes.  

*Note: New Items can also be added on the Job Edit page 

 

 

II. Item Settings

When creating or editing an Item, the settings are separated in two tabs - General & Advanced. Below is a list with descriptions of each Item setting.

  • Name - The Item name (e.g., Tree Removal, Maintenance Labor, Bermuda Sod)
    Note: SingleOps does not support duplicate Item names.

  • Description - This description will appear by default each time the Item is used on a job, but it can be edited during that time.

  • Default Price - The amount you will charge your customer for this Item. This can be left as $0.00 if the price for this Item changes frequently.

  • Default Cost - The amount this Item costs you as a business. This can be left as $0.00 if the cost of this Item changes frequently.

  • Item Category - Select an option from the dropdown. You can find more information on Item Categories here.

  • Item Subcategory - If applicable, select a Subcategory. You can find more information about Item Subcategories here.

  • Income Quickbooks Account - If synced with Quickbooks, you must select an Income Account to link to your Item.

  • Units of Measure - If available, select an option(s) from the dropdown list or select +New Unit of Measure to add a new one. You can find more information on Units of Measure here.

  • Production Rate - If applicable/available, select a Production Rate from the dropdown. You can find more information on Production Rates here.

  • Expense Quickbooks Account - If the Item you are creating is an expense & you are synced with Quickbooks, select the expense account you’d like linked to this Item.

  • Default Operation - If this Item is specific to an Operation, make a selection from the dropdown. You can find more information on Operations here.

  • Billable - This designator is only applicable for visit expenses.  When checked, the cost of that Item will be transferred to the client & will appear on their invoice when added as a visit expense.

  • Reimbursable - For Purchase Orders & Job Expenses: If checked, this Item will create and sync a bill to QuickBooks when the PO or Visit is approved.
    Note: This designator is only visible to accounts linked to Quickbooks.

  • Subcontracted - When checked, the associated cost for this Item on a job will only affect the job's estimated margins (it assumes actual margins will be replaced by a job-related expense). A Purchase Order should be created to record the actual costs for these Items.

  • Non-Inventoried - Items which are NOT marked as 'non-inventoried' will appear in SingleOps Inventory. If included in inventory, Purchase Orders containing the Item will affect inventory levels. You can find more information on SingleOps Inventory here.

  • Active - Unchecking this box will deactivate this Item so it is no longer searchable in your Items list. Note: Deactivating the Item will also remove it from existing invoices.

  • Route Planner Icon - If you’d like to change the icon that appears on the route planner when this Item is on a job, select one from the dropdown.

  • Include in Route Capacity - Check this box if you’d like the Item’s quantity to calculate in the route capacity when using the route planner.

  • Include in Inventory Tracker - Check this box if you’d like to include the Item in the Inventory Tracker tool.

  • Taxed - If applicable, check this box to charge sales tax on this Item by default. 

  • Exclude from Renewals? - Check this box if you do not want to include this Item on renewals for recurring jobs & contracts.
  • Hide Quantity on Work Order Documents? - Check this box to hide the Item’s quantity on Work Orders. 
  • Show Item on Documents? - If checked, this Item will show up on standard documents even when the Item is within an Item Group that is marked to invoice as a group.

  • Quantity Based Pricing - Check this box to default costs & prices based on quantity, operation, and/or customer type. You can find more information on Quantity Based Pricing here
Was this article helpful?
2 out of 7 found this helpful

Comments

1 comment
  • The article doesn't address the situation where the edit button is not shown.  I can't edit the items.  I am an Admin user.  This article didn't help with this situation.

    0

Please sign in to leave a comment.