Clients
      Back to home
      2. Master Files
      3. Clients

      How to create a new product or edit an existing product 

      The following records are an essential part of the client reporting hierarchy within the system: 

      • Master Clients
      • Clients
      • Products
      • Campaigns
      • Jobs
      • Sub Jobs

      Steps: 

      1. Navigate to MASTER FILES > Clients.
      2. Select a CLIENT CODE.
      3. Click on Settings and select Products from the dropdown list. 
      4. Click the NEW PRODUCT button. 
      5. Enter the required information. 

      Field  Description
      Product Code  Enter a product code. An alpha or numeric can be used.
      Product Name Enter a product name. 
       Client Manager Assign an employee who will be responsible for the overall financial management of the product. When a new job is added for the product, the job client manager will be automatically set to the assigned employee, but it can be changed at the job level if necessary. Additionally, several reports in Accountability allow you to select and filter based on the client manager.
      Service Fee % An optional percentage-based fee is 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 the 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 is added to third-party (supplier) cost charges on estimates and production invoices. When a new job is added for the product, the job markup % will default to the % you assign here, but it can be changed at the job level. Further - this may be varied for individual estimates and invoices as required. Mark Up is not disclosed on estimates and production invoices.

      5.     Click the SAVE button.