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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.

Clik Service

Clik Service

Settings & Tools

Editing Contract Settings
Clik Service

Clik Service

Settings & Tools

Editing Project Settings

Settings & Tools

  • Configuring General Settings
  • Editing Display Settings
  • Job Sheet Display Settings
  • Editing Job Sheet Settings
  • Editing Your CRM Settings
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