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Services

Topics Discussed Below

Adding a Service

Modifying a Service

Deleting a Service

Adding a Service

A Service is a specific group of items you provide, for example, Cell Phone Service, Voice Mail, Internet Service, Man-hours etc.

Adding a Service

! It is required to add Service Types before you can add Service Records. If you need to add a Service Type, please refer to the “Adding a Service Type” Section.

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Services.

3.    There are two ways to add a service item:

·         Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. Select Service.

·         Within the Actions pane, click the Add new service link.

4.    Within either option, the Service window opens. Complete the following information for the service items (required fields are marked with an asterisk (*)):

·         Service Name* – type the service name, for example, hourly rate, voice mail, etc.

·         Service Type* – click the field to access a drop-down list and from the list select the service type. 

·         One Time Cost – type the one-time service cost (if applicable). When entering in the amount, type the total cost with a decimal point. If you fail to enter a decimal point, caris.net will add one for you in the appropriate location. For example, if you type 10, cairs.net will make the cost $10.00.

·         Recurring Cost – type the recurring cost for the service (if applicable). When entering in the amount, type the total cost with a decimal point. If you fail to enter a decimal point caris.net will add one for you in the appropriate location. For example, if you type 10, cairs.net will make the cost $10.00.

·         Zero Cost Billing Policy – click the field to access a drop-down list and from the list select: Do Not Bill, Bill as One Time Charge or Bill as Recurring Charge.  This selection allows you to include a service in a bill that is not charged.  The service can appear in either the one-time or recurring charge section of the bill.  If you choose to not include these service items within the bill, select Do Not Bill. 

·         Part Number – type the part number.

·         Part Name – type the part name.

·         Description – type the description of the service item

·         Vendor Name – click the drop-down arrow to access a list and select the Vendor name.

·         Vendor Equipment Name – type the name the vendor uses to refer to the service.

·         Service Provider Name - click the drop-down arrow to access a list and select the Service Provider name.

·         Manufacturer Name – click the drop-down arrow to access a list and select the Manufacturer name.

·         Abbreviation – type the service name abbreviation.

·         Medium Safety Stock Level – type a number for the medium stock level, when reached the user receives a message box stating that the service quantity is now below the medium stock level.

·         Low Safety Stock Level - type a number for the low stock level, when reached the user receives a message box stating that the service quantity is now below the low stock level.

·         Type of Service Name – click the drop-down arrow to access a list and select the type of service for the service.

·         Report Category – click the drop-down arrow to access a list, from the list select the report category.

·         Category – type the service category.

·         Notes – type any additional miscellaneous service item notes.

·         ES Misc 1 – 5 – use these fields for any additional information relating to the service item.

5.    To add another service item, click the Save & New button within the Actions ribbon group and repeat step #4.

6.    Within the Actions ribbon group, click Save (to save and stay) to continue working with service types or Save & Close (to save and exit) to return to the Service list. 

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Modifying a Service

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Services.

3.    Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.    A list of service items displays. Within the list, double-click the service item you want to modify. The Services window opens.

5.    Make any necessary changes.

6.    Within the Actions ribbon group, click Save (to save and stay) to continue working with service types or Save & Close (to save and exit) to return to the Service list. 

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Deleting a Service

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Service.

3.    Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.    A list of service items populates. Within the list, highlight the service you want to delete.

5.    There are two ways to delete the service:

·         Within the toolbar directly above the Navigation pane, click the red X.

·         Double-click the service type name within the list. The Service window opens. Within the Show ribbon group, click the Items button. The screen changes to display all the associated pieces of service. Within the list, highlight the service to delete and click the Delete button within the Actions ribbon group.

6.    Once you click Delete, a message box appears verifying that you really want to delete the service. Click Yes within the box to continue or No to cancel the operation.

7.    If any record within your database currently references the service, a message box appears telling you that all references need to be removed or changed in order to delete the service. Click the OK button to close the message box.

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