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How do I add Products and Services to the product database?

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Select the Products|Lookup menu.

 

1.Next, select the product database that you would like to add a Product/Service into using the list on the left side of the window.

 

2.Click on the [New] button.  The Edit Product window will appear.

 

3.Complete the Product/Service description, pricing, part numbers, etc and then click on the [Ok] button.

 

4.You will now see the Product/Service that you just added listed in the database.

 

Products versus Services

QuoteWerks allows you to store Products and Services in the product databases.  In QuoteWerks, we refer mostly to the term “products”, although services can also be stored in the product databases and added to the quotes.  When you add a new Product or Service to a product database, you can simply enter the appropriate information that is relevant to a product or service.

 

For example, service items can be setup per hour or per job.  To setup a per hour service item, on the Edit Product window, simply specify the hourly rate in the Unit Price field.  In the description field, specify the service description, and then make sure that the taxable checkbox is unchecked since sales tax is not required for service items. You setup a per job service item in exactly the same way as the per hour service item.