Service Catalog

In ThermoGRID

Add Items to the Price Book

How to Add a Single Item to the Catalog

• Select the “Administrative” section
• Select “Manage Service Category” located at the bottom left
• Select “ + New Item”
• All required information will appear
• First select the type of unit you’re working with (anything can go under tools and equipment)
• Type the Department
• Type Department Number
• Type a Description of the item (this will appear on the customers invoice, as well as what the sales reps will be looking up)
• Type the Brand
• Type the Product Number (this is the number that supply companies use to look up the item, some use model numbers)
• Type Model Number
• Select Supplier name from the drop-down list
• You can type an expiration date if you’d like this to be a only available for a limited time, but the date is automatically set to 19999, so your item will always remain in your category (if you choose an expiration date, the item will be removed from the reps catalog on designated date, but will remain in the companies catalog, so it can be reactivated at any time)
• Type the Material Cost
• Type the Labor Cost (Techs pay rate multiplied or divided by the Labor hours)
• Type the Labor Hours
• Recommended to select “Yes” to the “Auto Add with Parent”
• Make sure everything on the page is correct (such as all the yes/no questions)
• Save the page

Note: If you want an item to always be a certain price, no matter what the costs are, type the predetermined price in the “Retail override Amt” section under “Prices”. Then make sure you change the “Allot retail override” to “Yes” and the “Calculate retail using gross margins” to “No”.