Add a Service

This tutorial shows you how to add a service and apply it to an order or contract.

We’ll add a service from System Settings.

1.  Navigate to Settings> System Settings.

The Admin page will be displayed.

2.  In GLOBAL SETTINGS section, navigate to SERVICES tab.

The lists of services are displayed.

3.  Click NEW.

The Create Service dialog box is displayed.


4.  Enter Name, Description, and Income Account in respective fields.

5.  Click OK.

The newly created service is displayed in the list.

Now you can apply this service to an order. This can be achieved in two ways.

1st Method

1.  Navigate to Recycling>Inbound Orders.

The Inbound Orders page is displayed.

2.  Select the any order from the list.

3.  Click CHANGE.

The order is now displayed in edit mode.

4.  Navigate to Pricing tab in the left panel.

5.  Then navigate to Services tab.

6.  Select the created service from the list.

Scroll up for more options.

7.  Click    button to make that service as Active and add it to the order.

The selected service is now applied to the order and is active.

8.  Enter the value for the service in the Price field.

9.  Click Save Order.

The message box informing about the successful saving of the order with order number will be displayed.

10.  Click OK.

The order is now saved with the added service.



2nd Method

In this method, we’ll add a service to a contract from Contract Management page.

1.  Navigate to Recycling > Contract Management.

The Contract Management page is displayed.

2.  Select the service that you want to apply to order.

3.  Click EDIT.

The Contract page is displayed.


4.  Navigate to Pricing tab in the left panel.

5.  Then navigate to Services tab on top of page.

6.  Select the created service from the list.

Scroll up for more options.


7.  Click  button to make that service as Active and add it to the contract.

The selected service is now applied to all orders where the contract is applied. 

8.  Enter the value for the service in the Price field.

9.  Click Save and Exit.

The message box informing about the successful saving of the contract will be displayed.


The contract is now saved with the added service.


When we create a new Inbound Order for this client, we will be asked if we would like to apply an existing contract.



It will then automatically apply the service to this Order.