Upload and create service SKUs for use in Work orders in Workstand POS.
Introduction
- Service/Labor SKUs are non-inventory products used in Work orders.
- These products must be created individually or uploaded in bulk before they can be added to a work order.
Create Service SKUs
- To create an individual service SKU in Admin, navigate to Inventory > Products and click "Add and edit services".
- Click "Add service" in the upper right corner.
- In the pop-up box, enter the Service name, SKU, price, and time estimate, select if the service is taxable, and click "Submit".
- That service has been saved to the Services list and can now be used in a Work Order.
- Click the 3 dots to edit or delete the service.
Upload Service SKUs
- We have created a pre-populated service SKU template that can be uploaded so that many service SKUs can be added simultaneously.
- Add, delete, and edit lines below the header row of the document before uploading.
- Click here to download the Service SKU list for update/upload.
Enter prices into this sheet in cents. For example, for a $60.00 price enter 60.00
- Once you are ready to upload the template, navigate to Inventory > Products and click "Add and edit services".
- Click "Upload" on the right side of the screen.
- Click the "Select file from computer (.CSV)" section and select the file from your computer.
- Once the file has been selected, click "Upload and continue".
-
- Check the box if you'd like to use the sheet to edit existing services that have the same SKU as in the file being uploaded.
- Confirmation of the successful upload will be shown by a gray "Services added" box that pops up, and the number of services created will also be displayed.
- The full list of services can now be viewed by clicking on the "Add and edit services" button in Inventory > Products.
