Frequently Asked Questions
Adding New Service Item Master
Click here to directly goto "Item Master" or
Log into Invoay Backoffice>>Masters>>Item Master
Creating a new "Service Item" is a 2 way process
Step-1: Adding basic level information
Click on "New Item"
A new line gets added (Note: The top line is the filter)
Take the cursor to the new line created
The following fields need to be filled with the values:
Mandatory Field: Must enter the value
Optional Filed: For additional information
"Name"
Mandatory Field
Add name of Services to be created
Example. Hair Cut
"Item Type"
Mandatory Field
Double tap the column - Select from dropdown "Item Type" as "Service"
"HSN/SAC Code"
Optional Field
Mention the SAC Code if you wish to get this mentioned or printed on the customer Invoice
Additional filters available in the SAC based Service Sales Report
"Category"
Mandatory
Select Category from the drop down
"Sub Category"
Optional
Select Sub Category from the drop down
"Maximum Retail Price (MRP)"
Optional
Optionally, in the case of services, if the MRP needs to be maintained.
"Barcode/Item Code "
Optional
Optionally, in the case of services, if the Barcode/Item Code needs to be maintained.
"SKU"
Optional
Optionally, in the case of services.
"Purchase Price"
Optional
Optionally, in the case of services.
"UOM"
Optional
Optionally, in the case of services and can be left blank
"Is Active"
Mandatory
Check Box Tick
Scroll down to the end page
Click on Save Changes
A new Service has been created for the details entered above.
Step-2: Add "Store Details" level information
First, search for the "Service" recently added by its Name or Filter the Category
Click on "Store Details"
A pop-up window will appear
The following fields need to be filled with the values:
Mandatory Field: Must enter the value
Optional Filed: For additional information
Pre-set Field: Not Editable
"Item Name"
This is Pre-set Field and no Editing is allowed here
"Store Name"
This is a Pre-set Field and no Editing is allowed here
Store Name: Is the ShortName of Store
"Sales Cost"
Mandatory Field
Enter the Sales Cost
This is the cost or value of Actual Sales and will be available at the Point of Sales
"Is Tax Included"
Mandatory Field
Check Box Tick in case the tax amount needs to be calculated as Inclusive of the Sales Value
Example: Rs 250 Hair Cut Sales Value will be inclusive of GST. Final value calculated Rs 250
Uncheck Box Tick (Remove)in case the tax amount needs to be calculated as Exclusive or on top of the Sales Value
Example: Rs 250 Hair Cut Sales value will be Exclusive of GST. Rs 250 + GST. If GST is 18% then Rs Final value calculated Rs 295
Note: If there isn't any GST need to be calculated then keep Checkbox Tick. The value should be kept as 0
"CGST SGST IGST"
Mandatory Field
In case of GST needs to be calculated or mentioned while billing
Mention the value of CGST, SGST
Example: If the GST is 18% then usually each CGST and SGST value should be 9
In case of GST need not be calculated or mentioned while billing
Enter 0 values in each CGST and SGST
Usually in Services IGST value is not required. Keep 0 value
"Is Available"
Mandatory Field
Check Box Tick in case this service should be available for sale in Invoay POS
Uncheck Box Tick in case this service is temporarily not available.
Check the Box again when it should be available for sales
"Incentive"
Optional Field
Enter the value of incentive that will be calculated as a percentage of the sales value.
Example: If you wish to calculate the incentive percentage as 5% on every service entered on staff name. Then mention the value as 5
This value can be updated later or edited. Leave 0 value if not sure of incentive percentage
"Service Time in Minutes"
Optional Field
Service time is usually the time in minutes taken to perform the respective service. This will be helpful while scheduling the appointment and for other analysis
Example: If Hair Cut service time is 15 minutes then mention 15
If the body massage time is 1.5 hours or 90 minutes then mention 90
This value can be updated later or edited. Leave 0 value if not sure of service time
"Minimum Quantity"
Optional Field
This field is not required in the case of the Services
"Reminder in Days"
Optional Field
Though this is an optional field but in services especially the recurring services like of salon, this is an important.
If the value is mentioned for Reminder in Days, this will automatically send a Reminder SMS Notification to the customer on their mobile number on the day of their service due as calculated on the basis of this value
Service Due Report can also be accessed to keep track of customers whose services are due in the coming days
Example: If the Hair Cut service reminder in days is 15 days then mention 15
This value can be updated later or edited. Leave 0 value if not sure of reminder in days
Click on Save Changes
Service has finally been added to your service tab and dropdown in Invoay POS
In case of multiple locations. Values can be individually entered based upon corporate controls.
Get in touch with our Support Team to add your additional locations
Help Topics:
Last Updated 3 years ago
Help Topics
- Software Training
- Software Training / BackOffice (ERP)