ServeSuite

Products Pricing - Base Product

Modified: 2009/12/17 13:25 by Daisy Gallardo - Categorized as: Pricing
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Purpose

To view defined base products for LegalSuite and edit existing base products.

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Locations Used

Products Pricing

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Overview

When creating a new work order request, you must specify what type of work order the request is for. The job types to choose from are basically LegalSuite’s base products Base products are defined when your company first purchases the LegalSuite software. You cannot add base products to LegalSuite yourself.

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View Base Products

To view a list of LegalSuite’s base products, make the menu selection Pricing⇒Products Pricing⇒Base Product from the navigation bar.

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Base Products


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Edit an Existing Base Product

To edit a base product, click on the “Edit” link for that entry on the Base Products list. The page will be updated to display the Base Product Details page.

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Base Product Details


All fields marked with an asterisk “*” are required. You cannot save the base product until a value is specified for these input fields.

1. Product Name – Enter the name of the product as it will display throughout the LegalSuite application.

2. Price ($)* – Enter the price for this product. The base price can also be calculated when setting up the Product Pricing items.

3. G/L Code* – Select from the pull-down menu the General Ledger code to be used when processing a work order using this base product.

Click on the UPDATE button to save the changes. Click on the CANCEL button to discard your changes.

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