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Products and Expenses - Overview

Overview:

The Sales List function allows you to add product and expense items to a customer ticket. These items will be billed to the client as part of the work on the ticket.

Examples:

  • Products: Replacement parts, software licenses etc.
  • Expenses: Technician travel expenses, fuel etc.

These Sales List items will automatically be added to the billing batch at the end of the month. 

To access the products and expenses form follow the steps below:

1. From the left-hand panel click Admin
prod_1.jpg
2. Then click Products & Expenses

The Products & Expenses page displays.

From here you can:

  • Add a Product
  • Add an Expense
  • Edit a Product / Expense
  • Delete a Product / Expense
  • View the Product / Expense Relations

 

Adding a Product or Expense

 

See: Add a Product or Expense

 

Edit a Product / Expense

 

Click the Edit button next to the Product / Expense to enable edit mode. Update any required fields and click Save when finished.

archiveprod.jpg

 

Delete a Product / Expense

 

Click the Delete button next to the Product / Expense. Confirm deletion by clicking Yes.

deleteprod.jpg

This action will permanently delete the Product / Expense. Consider using the Archive Product checkbox in Edit mode to remove the item from future sale.

 

View the Product / Expense Relations

 

Click the Relations button next to the Product / Expense. The Product Relations window displays which Sales (Customer and Ticket) the specific Product or Expense is related to.

prodrelation.jpg

 

See Also:

Add a Product or Expense

Products & Expenses - View Products & Expenses Report

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