The Products Module
The products module is a useful part of Clik Service that allows you to link with many of the core module. Products can be added to quotes, projects, sales, purchases and job sheets.
The system has the ability to manage stock items with batch and individual serial numbers, giving you full traceability. It can also save you time when adding commonly used items to all parts of the program.
This article will show you some of the key features of the products module.
There are different types of product options available within Clik Service. A product can be changed from one type to another at any time. When you change a product, you may notice the number of tabs visible within the product item window change.
Setting the ‘Product Type’ to ‘Stock’ will allow the system to keep track of stock levels as you allocate items to jobs/invoices and book received goods in through goods inwards. You can keep full traceability down to batches and individual serial numbers.
The system will allow for multiple locations (like engineer van stock) and give you warnings when levels drop below a pre-defined total.
Non Stock vs Service
Setting the ‘Product Type’ to ‘Non Stock’ or ‘Service’, means the product will have no stock control features attributed to it. Non-stock or service items can be added to other areas of Clik Service, such as invoices or jobs.
Service items do not have a unit of sale, weight or manufacture reference fields – this is the only difference between non-stock and service items.
Before you can set up any stock items within the products database you must first set up your product locations.
To access the products location screen, go to Modules > Product locations.
Product locations can be existing locations i.e. a customer’s address, a new address or a vehicle.
If you want to add a vehicle location, you need to set it up in the vehicle module first.
To set up a location address, click on ‘New‘ and fill in the description and address as required.
The default stock location will be applied to all new stock product items created.