HOW TO: Set up Services as an Item

Don’t forget you will need to set up a Vendor & Department to attribute to your service items.

• Navigate to ‘Store Management’ from the Main Menu icon in the top left corner
• Next, select Inventory Management on the left hand navigation
• Choose the ‘Item Setup‘ tab

• From here, click button on the right hand side of the screen
• In the fly out, fill in the necessary details for your Service Item:
  • Fill in the Store Name (what you refer to the item as)*
  • Vendor Stock Name (what the vendor has named the item)*
  • Vendor Stock Number*
  • Item Description
  • Add an image (optional)
  • Select the department you’d like this associated with
  • Select the Vendor for the item (If these are your store’s in-house services, you may consider creating a vendor of your own, i.e. for steaming, storage..etc.)
  • Select the applicable Tax Code
  • Choose ‘Service‘ as Stock Item Type
  • Select the Stock Item’s Availability
  • Then fill in the pricing details for this service item

• Click ‘Save & Continue’