Service Management

This guide explains how to manage services in CloudOnex Business Suite. Unlike physical products, services don't have inventory quantities and are handled differently in the system.

Adding a New Service

To add a new service to your business suite:

1. Navigate to Products & Services in the main menu
2. Click on New Service
3. Fill in the service details:
   • Name of the service
   • Description
   • Sales price
   • Any additional relevant information

Key Differences Between Products and Services

When working with services in CloudOnex Business Suite:

• Services don't have quantity tracking
• No inventory management is required
• Services can be recurring or one-time
• Services can be added to invoices just like products

Managing Services

Viewing Services

1. Go to Products & Services
2. Services are listed alongside products but are marked as services
3. Click on any service to view its details

Editing Services

1. Navigate to the service listing
2. Click on the service you want to modify
3. Use the edit button to update:
   • Service name
   • Description
   • Pricing
   • Other attributes

Deleting Services

1. Locate the service in your service listing
2. Click the delete button (trash can icon)
3. Confirm the deletion

Using Services in Invoices

Services can be added to invoices just like products:

1. Create a new invoice
2. Click "Add Item"
3. Select the service from your service list
4. Add any specific notes or terms for this service instance