Vendor service templates let you save commonly used service details, such as vendor, cost, price, category, and description.
Use vendor service templates when your team frequently adds the same services to jobs, such as appraisals, cleaning, engraving, repairs, shipping, or miscellaneous services.
Create a vendor service template
Open the Vendors tab.
Open the vendor record you want to add the service template to.
Select the Services tab.
Select New.
In the Service Type field, choose the type of service.
Enter the service Title.
Add the Unit Cost, Price, Category, and Description, if needed.
Select a Store, if this service should only apply to one store.
Select Is Default if this service should be selected automatically for that service type.
Select Save.
View vendor service templates
You can view vendor service templates from the vendor record or from the Vendor Services tab.
The Vendor Services tab gives you a centralized list of all vendor service templates, so you can review, manage, and update them without opening each vendor record.
Special vendor service types
Misc vendor services
Use Misc vendor services for charges or services that do not fit a specific category.
These are useful for one-time tasks, special handling fees, or services that are not part of a regular inventory or job workflow.
Shipping Vendor Services
Use Shipping vendor services to define the default vendor, cost, and price for shipping.
ℹ️ Important: This type only works when the “Is Default” box is checked.
Special Order Vendor Services
Use Special Order vendor services to define the default vendor, cost, and price for special order items.
ℹ️ Important: This type only works when the “Is Default” box is checked and the Special Order is being added within a Job.