A product or a service may consist of many items within the product or service.
So to build a product or service which could have multiple item within it, for a user to add to a quote or an invoice, there should have a feature were you can add multiple items to build a product or services.
In the products and services tab there needs to be an item tab which hold information on a particular item cost price, sell price (which should also hold information like supplier, mark up percentage) very similar to adding a service or product currently but with a little more detail. Then the user can pick multiple item to build there product or service, see example below
Example; I have based this on a double socket outlet a product I currently sell.
So the product would have a code and name (Code: DSW) (Product: Double PVC Socket White)
So to build this product you would choose multiple items
So select an item, then a quantity
Cable, 30
Back box, 1
PVC socket 1
Labour .75 of an hour
This will give you a total product cost and sell price.
NOTE the item cost should update automatically in the product when updating the item.
Item, Product or Service, Quote
Most users of Xero sell products or services.
A product or a service may consist of many items within the product or service.
So to build a product or service which could have multiple item within it, for a user to add to a quote or an invoice, there should have a feature were you can add multiple items to build a product or services.
In the products and services tab there needs to be an item tab which hold information on a particular item cost price, sell price (which should also hold information like supplier, mark up percentage) very similar to adding a service or product currently but with a little more detail. Then the user can pick multiple item to build there product or service, see example below
Example; I have based this on a double socket outlet a product I currently sell.
So the product would have a code and name (Code: DSW) (Product: Double PVC Socket White)
So to build this product you would choose multiple items
So select an item, then a quantity
Cable, 30
Back box, 1
PVC socket 1
Labour .75 of an hour
This will give you a total product cost and sell price.
NOTE the item cost should update automatically in the product when updating the item.
Hope this makes sense