KB CloudERP - Help Center
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  • Overview
    • About
    • Changelog
    • Support
  • Knowledge Base
    • Get Started
      • How to register your business in KB CloudERP?
      • How to do a quick setup of business settings?
      • How to setup your company details?
      • How to setup multiple business locations/warehouse?
      • How to set up a bank/cash?
      • How to add payment accounts in KB CloudERP?
      • How to setup and edit payment methods?
      • How to setup tax rates, tax groups & disable tax?
      • How to setup an invoice scheme?
      • How to setup invoice layout?
      • How to add types of service?
      • How to change the theme color?
    • Import
      • Import products using Excel file templates
      • Import opening stock using Excel template
      • Import contacts using Excel file templates
      • Import sales using Excel file templates
    • Users
      • How do you setup roles?
      • How to add user?
      • How to assign location to user?
      • How to add commission agents?
    • Contacts
      • Add supplier & customers
      • Add customer groups
      • Add opening balance & payments
      • Add advanced balance
      • Add credit limit for customers
      • View customer & supplier ledger
    • Products
      • Add product category
      • Add product units
      • Add product variations
      • Add products
      • Add product types
      • Add opening stock
      • Duplicate product
      • Product warranty
      • Printing labels/barcode
      • Product selling price groups
      • Product expiry settings
      • What is stock transfer?
      • What is stock adjustment?
      • Product stock history
      • Edit products (bulk edit)
      • Delete products (bulk delete)
      • How to do price update?
      • Product tax types
    • Purchase
      • Adding purchase
      • Purchase order
      • Purchase requisition
      • Purchase payment
      • Purchase invoice
      • Different purchase price
      • Purchase with excise/custom duty
    • Sales/Sell
      • POS screen guide
        • Finalize sales options
        • Tender change
        • Adding payments from contact
        • Previous sale amount in sales
        • Use case of suspended sales
        • Rounding mechanism explained
        • Adding bonus or free items at sale
        • Featured products in the POS screen
        • Display product unit price in POS
        • Shipments, home delivery, or parcel management
        • Cash denomination
      • Sales subscriptions
      • Sales services
      • Sales return
      • Sales order
      • Discounts by brand, category, location
      • Displaying QR code in invoice
      • Gift receipt
      • Proforma invoice
      • Invoice external URL
    • Expenses
      • Add expense categories
      • Add expenses
      • Add recurring expenses
      • Add expenses refund
      • Add payroll expenses
    • Reports
      • How to check reports?
      • Cash register report
      • Stock expiry report
      • How to export your data/reports?
    • Notifications
      • Notifications templates
        • Ledger notifications
        • Customer notifications
        • Supplier notifications
      • How to setup SMS notifications
      • How to setup email notifications
      • Auto send notifications
    • Custom Labels
      • Custom payments
      • Contact custom fields
      • Products custom fields
      • Location custom fields
      • User custom fields
      • Purchase custom fields
      • Purchase shipping custom fields
      • Sell custom fields
      • Sale shipping custom fields
      • Type of service custom fields
    • Settings
      • How to search in settings?
      • Disable tax rates
      • Decimal precision for currency & quantity
      • Disabling printing receipts on the POS screen
      • Enable customer reward points
      • Stock accounting methods
      • Lot number/IMEI serial tracking
    • Modules
      • Accounting Module
      • Restaurant Module
        • Add tables
        • Add modifiers
        • Add table bookings
        • Enable service staff
        • Enable service staff pin
        • Kitchen dashboard
        • Kitchen orders
        • All orders & line orders
      • HRM Module
        • Payroll management
        • Shift management
        • Holidays management
        • Leave management
        • Attendance management
        • Essentials module
        • What is a sales target?
      • Project Management
      • CRM Module
      • Advance Repair
      • HMS Module
      • Manufacturing
        • Settings
        • Permissions
        • Using for repackaging and selling
      • WooCommerce
      • Spreadsheet
      • Catalogue QR
      • Partnership
    • Integrations
      • Google Map
      • Chat GPT
      • WooCommerce
      • Khalti
    • Tips & Tricks
      • Keyboard shortcuts for POS
      • Improve browser based print (Receipts or other)
      • Create shortcuts for web
      • Browser full-screen mode or distraction-free mode
      • Barcode scanner trick
      • Reusing product barcodes
  • Help and FAQ
    • Troubleshoot
    • Hardware Support
      • How to add a barcode scanner?
      • How setup label weighing scale?
      • How to setup thermal printer for receipt printing
      • Barcode printer support
      • How to setup a printer to open cash drawer automatically?
    • FAQ
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On this page
  • What are services?
  • How to add services?
  • How to sell services?
  1. Knowledge Base
  2. Sales/Sell

Sales services

KB CloudERP can be used:

  • Exclusively for Services or

  • Exclusively for Product Selling (trading) Or

  • Combination of Services & selling of Products.

What are services?

Services are Intangible products that can be given by different types of businesses.

Example:

Repair, Salon & Spa services, Web Development, Accounting, banking, cleaning, consultancy, education, insurance, expertise, medical treatment, transportation, and a lot more.

How to add services?

Follow the below steps to add services

  1. To add service Go to Add New Products

  2. Add the name of your Service, Like Computer Repair, Accounting, E-Commerce Development, Consulting, Plumber, Saving, Hair Cutting, etc.

  3. While adding service-based products uncheck the “Manage Stock?“ option. When Manage stock is unchecked or disabled the stock for such products is not managed, because such a product doesn’t have a stock count with it.

  4. If you want to add a description for such a service for example in computer repair you want to describe the problem for such a service then check the “Enable Product description, IMEI or Serial Number” checkbox.

How to sell services?

  1. Go to Add Sales or POS screen

  2. Enter the name of the service.

  3. If you have enabled “Enable Product description, IMEI or Serial Number”, then it will show you a popup to add a description. If you haven’t enabled the description you can click on the button.

  4. To print the description in the invoice, go to Settings -> Invoice Settings -> Invoice Layout. And click on the layout you’re using.

  5. Enable “Show sale description“. Click on “Update” to update the invoice layout.

  6. Now it will display the Description you entered on the invoice or receipt.

PreviousSales subscriptionsNextSales return

Last updated 11 months ago