Watch the video or scroll down for step-by-step instructions
Tiers: All
Before You Start: Products cannot be deleted once applied to a routine service or work order.
Step-by-step instructions
1. Select Settings > Products.
2. Click Add Product, and Save.
3. To add products directly to your shopping list, select Shopping List > Add > Add Product > Save.
4. On the Shopping List, to add a product for a customer, select Add > Add Product for Customer > Next > Save. 
Last updated on October 3, 2024