Editing Product Settings

The settings to your modules in Clik Service can all be altered in your default settings. Go to Settings > Settings > Modules > Products to find the available module settings.

The product settings have options relating to the use of the products database and when adding items from it to other areas of the program.

The ‘Show details window when “adding from products database”’ box gives you the option to add products straight to a job sheet/invoice etc. Without a window popping up detailing the product price/description and part code. If you want to see this each time you add an item, then tick this option.

There are options for default category, stock location, and nominal codes. Setting these will mean every product created will be attributed with this unless changed thereafter.

The stock control options determine whether you want any items from the products database to be allocated automatically when added to a job sheet/invoice etc.

Ticking the ‘Automatically despatch allocated stock’ option will automatically deduct the stock products added to job sheets/invoices from the stock total. If these stock control options are not ticked, you will have to despatch items manually.

The ‘Sell price’, ‘Cost price’ and ‘Customer Price lists’ allow you the freedom of choosing where your price comes from. For example, when adding a product to a job (selling a product) you can change the price to either the ‘sell price’, ‘base price’ or ‘base + markup’ price of that product. This works the same for ‘Cost price’ (adding the product to a purchase order).

The customer price list ‘Copy sell price only’ and ‘Copy starting price and markup’ settings will change the product price/markup display on an invoice or job. For example, if you set a customer price with a markup on a product as seen below and then tick ‘’Copy sell price’’ only it will only display the new sell price and leave out the markup for that customer.

If you select ‘’Copy starting price and markup’’ it will display both the original price and the markup for that customer.

The ‘Price Each – Decimal Places’ setting will determine how many decimal places you will use on the price, for example setting it to ‘2’ will show two decimal places ‘’.00’’ but having it set to four will show four decimal places ‘’.0000’’.

Finally, the ‘Stock Valuation’ setting allows you to control whether the stock value is based on the ‘base price’ set or the last sale price of the product. In the example below I have selected base price, and you can see the stock value has updated to equal the base price times by how many I have in stock currently.