Services

Overview 

Services are used in Standard Estimating and can also be added directly to Quotations, Sales Orders, and Purchase Orders.

Navigation: Main Menu > Setup > Services

Categories

• Custom categories can be created for services by clicking Menu (button) > Edit Categories.

• A Category and all its services can be duplicated by selecting the category from the dropdown list and clicking Menu (button) > Copy Category.

• Categories are simply a lookup list and assist in grouping the services.

Service Quantities

The Type field determines the quantity types that can be selected for a service.

Pre-press 

• Fixed

• Plates (cm2): The square centimeter of Plates required for the linked Part - typically used for Flexo Plates.

• Plates: The number of Plates required for the linked Part - typically used for Platemaking.

• Images: The number of Images for the linked Part - typically used for proofing.

• Worksheets

Finishing 

• Est /

• Est x

• Rpts x: The sum of the Repeat quantity of all the Parts or of the selected Part if the Service is linked to a Part.

• W/Shts x 

• P/Area (sqm): The Area in sqm of the linked Part.

• P/Length (m): The total length of the worksheets of the linked Part.

• P/Perimeter (m): Calculates the perimeter as follows: ((Part Depth x 2) + (Width x 2)) * Total Number of Parts.

Fields 

• Lookup: Used to lookup (Search) for the Service.

• Description: Used on the Quote letter.

• Service Provider: Select a Cost Centre or a Supplier.

• Defaults and Options:

  • Category: Select a category from the lookup list.

  • This Service Quantity is set by: Select an option from the dropdown list. 

  • Add Adjustment (checkbox).

  • Add this Service to the Quote Description (checkbox).

  • Update this Service when a Quote is updated from Setups (checkbox).

  • Round Up: 

    • Services can automatically be rounded up to a multiple of the quantity set in the Round Up field. 

    • The Round Up can be set in the Services module and adjusted on an Estimate.

    • The Round Up feature only applies to Finishing services on a Printing Estimate or to Services on a Generic Estimate. 

    • The Round Up field is visible in the list view and can be Batch Updated. 

• Accounting: 

  • Sales: Allows users to select a specific ledger income account for the service for transactions that are posted to the ledger (e.g. Quotation > Sales Order > Customer Invoice). The account field is displayed on the other transactions (e.g. Quotation and Sales Order) so that it is copied across.

  • Cost of Sales: Allows users to select a specific cost of sales account for the service if it is outsourced for transactions that are posted to the ledger (e.g. Purchase Order > Supplier Invoice).

• Linked Material:

  • Link default Materials to a Service which will be populated by default when creating an Estimate that contains the Service.

  • Select the material and click Add (button).

  • Once added, right click the material and select Open linked Material Item from the context menu to open it.

  • Remove a material by right clicking the material and selecting Delete from the context menu.

• Production Time:

  • Setup (Hr): The time it takes to setup the service.

  • Speed: The speed (i.e. quantity complete). 

  • /Hr: The time (e.g. 1 hour) in which the quantity under Speed is completed.

• Pricing:

  • Vat Type: The specified VAT Type for the service.

  • Exc / Inc: Whether the rate includes or excludes VAT.

  • Exc or Inc VAT Setup:

    • One of the fields becomes available based on the Exc or Inc setup.

    • The other field is calculated.

    • Sets the prices: Setup Cost + price per unit for / number of units.

    • Only necessary if there is no Cost Centre selected. 

  • Cost - Setup: Sets the cost for the setup.

  • Min Cost: Sets the minimum cost for the service.

  • Adjust (%): Allows the price to be adjusted.

• Additional Overs:

  • M/R 

  • Run (%)