Service Management

This guide explains how to manage services in CloudOnex Business Suite. Unlike physical products, services don't have inventory quantities and are handled differently in the system.

Adding a New Service#

To add a new service to your business suite:

1. Navigate to Products & Services in the main menu
2. Click on New Service
3. Fill in the service details:
   • Name of the service
   • Description
   • Sales price
   • Any additional relevant information

Key Differences Between Products and Services#

When working with services in CloudOnex Business Suite:

• Services don't have quantity tracking
• No inventory management is required
• Services can be recurring or one-time
• Services can be added to invoices just like products

Managing Services#

Viewing Services#

1. Go to Products & Services
2. Services are listed alongside products but are marked as services
3. Click on any service to view its details

Editing Services#

1. Navigate to the service listing
2. Click on the service you want to modify
3. Use the edit button to update:
   • Service name
   • Description
   • Pricing
   • Other attributes

Deleting Services#

1. Locate the service in your service listing
2. Click the delete button (trash can icon)
3. Confirm the deletion

Using Services in Invoices#

Services can be added to invoices just like products:

1. Create a new invoice
2. Click "Add Item"
3. Select the service from your service list
4. Add any specific notes or terms for this service instance