You can incorporate items (products or expenses) into your system to ensure your records are accurate, your billing is precise, and your end users are receiving an outstanding service experience with full transparency.

Note:

• The billing currency is based on the region you initially registered your Atera account from. The address can be added/updated from Admin > My account > Account settings > General. If the currency is not displayed correctly according to your region, please contact our support team
• Adding a product or expense will be disabled within Atera if Quickbooks or Xero integration is enabled.

Create a product or expense

To create a product or expense:

1. From Admin (on the sidebar), go to Business administration > Products and expenses.

The Products and Expenses page appears.

2. Click Add product item to create a product, or click Add expense item to create an expense. 

The Add Product/Expense Item window appears.

3. Fill in the details:

• Description: Describe the product/expense.
• Category: Enter a category.
• Product SKU # (optional): Enter the product SKU #.
• Amount: Enter the amount spent for the product/expense.

4. Click Add.

Nice! Your product/expense has been added and displays on the Products and expenses page.

Add a product or expense to a ticket

To add a product or expense to a ticket:

1. From the Tickets page (on the sidebar), select a ticket.

The individual Ticket page appears.

2. Click Actions. Then click Products and expenses from the dropdown menu.

The Products and expenses window appears.

3. Click Add, then select Product or Expense.

Note: If Quickbooks or Xero integration is enabled, there will be no distinction between product and expense when you click Add.

The Add product / Add expense window appears.

4. Fill out the details:

• Product/Expense: Products are listed in sections by product category. Select a product/expense from the dropdown, or click Add Product/ Add Expense to create a new product or expense.
• Price per item: The price per item field is automatically filled based on the value selected in the product/expense field, but can also be edited manually.
• Discount: Enter a discount as a percentage or a currency value.
• Quantity: Enter the quantity of the product/expense. The Total Price is then calculated automatically. 
• Note: Enter any relevant notes associated with the product or expense.

The total price is displayed and automatically adjusted based on

Click Show more to add more optional details about the product/expense.

• Technician: Select a technician or keep the default technician who opened the dialog.
• Purchase date: Select a purchase date. The default date and time is set to when the dialog was opened by the user. 
• Attach files: Attach relevant files to the product/ expense.

5. Click Add.

The product/expense is added to the ticket. Click Add to add additional products or expenses, or click Close.