How to Create and Edit Services/Products

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Products/services can include things that have a default price. In this article we will cover:

Viewing Services/Products

  1. In the left navigation menu, go to Company >> Finance >> Services/Products

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  2. This takes you to the Services/Products page where you can view all your services/products

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  3. You can view the following details for each service/product:
    1. Product Name
    2. Product Price
    3. Product Description
    4. Ledger Account Name
    5. Actions
      1. Edit

Creating Services/Products

By default, Zipi comes with the following services/products. You cannot delete any of them except Transaction Fee, but you can update them based on your requirements. 

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  1. Click Create at the top right of your screen

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  2. This opens the Create Product page

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  3. For every service/product you create, you will enter:
    1. Name (required)
    2. Price(required): For products that don't have a set price, we set those to 0. And whenever that product is referenced somewhere else, you change the price there
    3. Ledger Account (required)
    4. Product Description

  4. Once all that is done, click Create

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  5. You will see a success message at the bottom of your screen and the new product/service on the Services/Products page

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Editing Services/Products

  1. Click the overflow menu for the service/product you want to edit

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  2. Click Edit

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  3. This opens the Edit Product page

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  4. You can archive a service/product or update the:
    • Name
    • Price
    • Ledger Account
    • Description
  5. Once you are done with the changes, click Save

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  6. On updating a service/product, you will see a success message at the bottom of your screen

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Archiving Services/Products

Services/products being used in financial transfers cannot be deleted, only archived. Once archived, the service/product cannot be used for new transactions but will still be visible in legacy transactions.

  1. Click the Archive button to archive the service/product

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  2. Once archived, you will see Archived next to the service/product on the Services/Products page

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  3. To unarchive a service/product, click the Unarchive button

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Deleting Services/Products

  1. Click the overflow menu for the service/product you want to delete

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  2. Click Edit

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  3. This opens the Edit Product page

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  4. To delete the service/product, click the Delete button

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  5. You will be asked to confirm, click Ok

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  6. On deleting a service/product, you will see a success message at the bottom of your screen

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