Add and manage Vendor Service Templates under the Vendors tab. This guide covers how to set them up, use them in Jobs, and handle special types like Misc, Shipping, and Special Order.

Service Templates for your Vendor Services should be added under Vendors.

1. Navigate to the Vendors tab.

2. Click the Vendor name you want to add a service template to.

3. Click on the Services section.

4. Click New.

5. Choose service type: Custom Job, Appraisal, Cleaning, Engraving, or Repair.

6. Choose a Vendor, Title of the Vendor Service, Store (leave it blank to make the service available to all stores). Enter Unit Cost, Price, Category, and the Description - those are optional. Check the Is Default box to automatically select this Vendor Service whenever a new service of the same type is added to a job.

7. Click Save.

8. Now you can use it in your Jobs. Open a Job and Click Add Service.

10. Choose the type you used when creating a Service Template.

11. Click the Next button.

12. Click the Service field. A list of Vendor Services will appear.

13. Choose the service you created. Or, if you marked a service as default, it will be selected automatically.

14. Your data is pre-filled now. Make any necessary adjustments and click Save.

The Vendor Services tab gives you a centralized view of all the Vendor Services you've created, making it easy to review, manage, and update them as needed.

To access this tab, open it from the App Launcher.

From this tab, you can easily browse all Vendor Services in one place, without needing to navigate through each vendor profile. It's a faster way to review and manage Vendor Services.

Use Misc Vendor Services for any charges or services that don’t fit into a specific category.

These are ideal for one-off tasks, special handling fees, or anything that isn’t tracked in your regular inventory. Think of “Misc” as a flexible, broad option when no other service type applies.

Shipping Vendor Services are used to define the default vendor, cost, and price for shipping.
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⚠️ Important: This type only works when the “Is Default” box is checked.

When marked as default, these shipping details are automatically applied wherever shipping is involved, helping reduce manual entry.

Special Order Vendor Services are used to define the default vendor, cost, and price for Special Order items.

⚠️ Important: This type only works when the “Is Default” box is checked and the Special Order is being added within a Job.

When both conditions are met, the system automatically applies the default values, saving time and ensuring consistency.