Product Details

Maintain details for new or existing products

Product Code

Alpha or numeric can be used

Client Manager

Assign the Employee who is responsible for the overall financial management of the product. When a new job is added for the product, then the job client manager will default to the employee you assign here, but it can be changed at job level. Several reports in Accountability allow you to select/filter according to the client manager


Client Name

Assign the Client that the Product belongs to.


Service Fee %

An optional percentage based fee added to estimates and production invoices. When a new job is added for the product  the job service fee % will default to the % assigned here, but it can be changed at job level. Further - this may be varied for individual  estimates and invoices as required. Services fees are disclosed as a separate line on estimates and production invoices.


Supplier  Invoice Mark Up  %

An optional percentage based fee added to third party (supplier) cost charges on estimates and production invoices. When a new job is added for the product, the job mark up % will default to the % you assign here, but it can be changed at job level. Further - this may be varied for individual estimates and invoices as required. Mark Up is not disclosed on estimates and production invoices.


Product Contacts

Click Product Contacts to assign the Client Contacts who are available for this specific Product, and assign the Default Estimate & Invoice Contacts applicable to Jobs assigned to this Product.



Note:

You can attach any source documents to the product record by clicking the symbol and attaching a file to the product entry.  After attaching your file, you can add a description of the document.  Make sure to click to save your attachments for later reference.