Setting up a Services for Sale Item

Services for Sale items are a way to charge for services that your business performs for customers, such as installing an item in a home or business. You set up service items in NetSuite ERP using Item records. When you add or update a service item, it downloads to your server for synchronization with your NetSuite Point of Sale (NSPOS) registers.

NetSuite ERP offers three service-item types:

Services for Purchase – Services your business buys, but doesn’t sell to customers
Services for Resale – Services your business buys and then sells to customers
Services for Sale – Services your business sells, but doesn’t buy

This topic covers Services for Sale items, and includes only the basic fields used for NSPOS. For information about other service item types or fields not listed here, review the NetSuite ERP help topic Creating Item Records.

Important:

NetSuite Assistant (not advised) – Items created through the NetSuite Assistant do not contain all fields required for NSPOS, such as the Tax Schedule. Also, items created or updated through the Assistant do not trigger automatic synchronization with your registers.

You should add items through the following RA Inventory Part Form procedure or through imports such as CSV uploads.

To add a new service for sale item:

Log in to NetSuite as an administrator.
Go to Lists > Accounting > Items.
Review the current list to ensure the item was not previously added.
Click New Item.
Under Item Type, click Service > For Sale.
Complete the fields used in NSPOS transactions.
- Item Name/Number – Enter the name of the service or your internal service-type number, up to 60 characters. You can enter both a name and a number if desired.
- UPC Code (optional) – Enter the Universal Product Code (UPC) or Global Trade Item Number (GTIN) associated with the service item. A stock keeping unit (SKU) is also acceptable.
- Display Name/Code (optional) – This name appears in the Journal, in item searches, and on receipts. If you do not enter a display name, NSPOS uses the Item Name/Number.
- Accounting subtab > Tax Schedule – Select the tax schedule for the tax rate to be applied when selling the service.
All other fields are optional, but you might want to consider a field if it will benefit your business process. All fields are available to include in searches and reports.

Note:
Most fields have pop up help. You can also click Help to display the standard NetSuite ERP help topic.
You add prices for an item under the Sales / Pricing subtab. See Add a Price or Price Levels to an Item.
Click Save.

The new service item will replicate to your registers during the next synchronization download.

Editing, marking inactive, and other Service Item tasks

See the steps under Working with Inventory Items.

To add a new service for sale item:

Editing, marking inactive, and other Service Item tasks

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