Create, Edit, or Discontinue a Product (App)

To learn how to add a custom product using the Skimmer app, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

 

In addition to Skimmer's universal equipment database, you can build and manage your own list of company products. Add them to a shopping list, mark them as installed, and bill for them just like items from Skimmer's database. Because these products are unique to your company, you can assign extra details to them, like category and price.

Add a product

  1. Go to the settings tab.
  2. Tap Products to open your company's current list of products.
  3. Tap the plus sign in the top right corner.
  4. Fill out the following fields:
    • Name - the name that identifies the product in your catalog and on shopping lists.
    • MFG # - (optional) the manufacturer's part or model number.
    • Description - (optional) a description that auto-populates when you add the product to a shopping list or invoice; editable per item.
    • Category - (optional) the internal category used to organize products in your catalog.
    • Cost - (optional) the amount you pay; used to calculate the default price when a markup type is set.
    • Markup Type - (optional) determines how the default price is calculated; options are None, Fixed Amount, or Percentage.
  5. Confirm the default price. This is what you typically charge the customer. You can update the price for individual sales without changing the default.
  6. Fill out the following optional fields if applicable:
    • Taxable - when checked, Skimmer applies the applicable tax rate on customer invoices.
    • Discontinued - when checked, the product stays in your catalog but is filtered out of product selection screens.
  7. Tap Save. The product is now on your list of available products and includes a product ID assigned by Skimmer.

Edit a product

  1. Go to the settings tab.
  2. Tap Products to open your company's current list of products.
  3. Tap the product you want to edit to open the Edit Product screen.
  4. Change any information you need to update.
  5. Tap Save.

Add a product to the shopping list

You can add products to your shopping list in two ways: for general use or for a specific customer.

To add a product for general use:

  1. From the Admin screen, tap the Shopping list tab.
  2. Tap the plus sign in the top right corner.
  3. From the Add item screen, tap the Add Product option.
  4. From the Choose Product screen, locate and tap the product you want to add to the Shopping List.
  5. Make any updates to the product's description, quantity, or price. Changes apply to this instance only and don't affect the default.
  6. Tap Save.

To add a product for a specific customer:

  1. From the Admin screen, tap the Shopping list tab.
  2. Tap the plus sign in the top right corner.
  3. From the Add item screen, tap the Add product for customer option.
  4. From the Choose Customer screen, locate and tap the customer.
  5. If the customer has multiple service locations or pools, tap the body of water in the Choose Body of Water screen.
  6. From the Choose Product screen, tap the product you want to add to the Shopping List.
  7. Make any updates to the product's description, quantity, or price. Changes apply to this instance only and don't affect the default.
  8. Tap Save.

Discontinue a product

Discontinuing a product removes it from menus throughout the web and mobile app, so you can no longer add it to a job, quote, or bill. If the product is already on a work order, quote, or shopping list, it stays visible and usable there. Discontinuing only prevents new selections going forward. Discontinued products still appear in the product catalog and stay in your service history. You can reactivate a discontinued product at any time by editing it and marking it as active again.

  1. Go to the settings tab.
  2. Tap Products to open your company's current list of products.
  3. Tap the product you want to discontinue to open the Edit Product screen.
  4. Tap the Discontinued checkbox to mark a product as discontinued.
  5. Tap Save.

Delete a product

You can only delete a product that hasn't been installed and isn't on a shopping list. If a product is only on a shopping list, remove it from the shopping list first, then delete it. Once a product is installed, it becomes part of your service history and you can't delete it. Mark it as discontinued instead.

  1. Go to the settings tab.
  2. Tap Products to open your company's current list of products.
  3. Swipe left on the product to reveal the trash can icon.
  4. Tap the trash can icon.
  5. Confirm the deletion.