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Add a Product or Expense

This article will walk you through the process of creating a product or expense for the purpose of charging customers, as well as adding the product or expense to a customer ticket.

 

Create a product or expense

You can create a product or expense.

 

To create a product or expense:

1. Click on Admin (in the side panel), then Products & Expenses. The Products & Expenses screen appears.

products_and_expenses.png

 

2. Click the Add Product Item button to add a product or the Add Expense Item button to add an expense.

 

add_product_item.png

 

3. Fill in the form that appears, and click Add. Your product or expense is now added and will appear as product/expense options in your tickets.

 

 

 

Add a product or expense to a ticket

You can add the product or expense to a ticket. 

 

To add a product or expense to a ticket:

1. from within a ticket, click the Actions drop-down menu, and select Products & Expenses.

 

productsandexpenses.PNG

 

2. Click Add  and then select product or expense. 

 

addproductnew.PNG

3. Fill in the product or expense details:

  • Click on either the 'Product' or 'Expense' tab
  • Description: Enter the product / expense description e.g. Refurbished Laptop
  • Enter the Category: Begin typing and select from the dropdown e.g. Hardware
  • SKU: Enter the unique Stock Keeping Unit for the product / expense
  • Amount: enter the charge price of the product / expense e.g. 250.00 
4. Click Add.

The product or expense is added.

Note: You can also create a new product or expense within a ticket by clicking the '+' icon, filling out the 'Add Product Item' form that appears, and clicking Add.

 

 

create_expense.png

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