Service Categories

Service Categories further divide your profit centers, and serve to categorize your sales and service offerings. With these categories, you can also configure your profitability threshold targets.

 

Watch the following video as a supplement to reading this article:

 

Service Categories

 

Accessing Service Categories

  1. Click on the Setup button in the ribbon.

  2. In the left window pane, locate Location Setup > Sales Departments, which is found near the top of the listing.

  3. Click on Service Categories item to display a listing of service categories in the right panel.

 

 

List Service Categories

  1. Access the Service Category feature as given in the instructions above.

  2. Choose a Profit Center from the drop-down list at the top of the right window pane to display a listing of the service categories for that profit center.

Add a Service Category

  1. Access the Service Category feature as given in the instructions above.

  2. Click the Add command button in the ribbon.

  3. Enter the Name of the new service category in the popup window.

  4. Click the Detail tab to add the values for the Margin Threshold for this service category.

  5. Click OK to commit your changes and close the popup window.

Edit a Service Category

  1. Access the Service Category feature as given in the instructions above.

  2. Click on the service category you wish to edit.

  3. Click the Edit button in the ribbon.

  4. Change the Name of the service category.

  5. Click the Detail tab to add the values for the Margin Threshold for this service category.

  6. Click OK to commit your changes and close the popup window.

Delete a Service Category

  1. Access the Service Category feature as given in the instructions above.

  2. Click on the service category that you need to delete.

  3. Click the Delete button in the ribbon.

  4. Click Yes to confirm that you want to delete the service category.

 

Change the Display Order for Service Categories

  1. Access the Service Category feature as given in the instructions above.

  2. To change the list order, click on a service category and drag it to the position in the listing that you need it to be.

  3. Click the Save button in the ribbon.