Add a Product (Web)

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.

Wistia video thumbnail

Step-by-step instructions . . .

With Skimmer, you have the ability to create and manage your own list of Products. You can add them to the shopping list, mark them as installed, and bill for them just like you would items from Skimmer’s database. And because these Products are unique to your company, you can assign them extra information, such as;

  • Cost
  • Markup Type (None, Fixed Amount, or Percentage)
  • Markup Value
  • Default Price (auto-calculated when a markup type is set)
  • Manufacturer ID
  • Discontinued - Discontinued products can be viewed in the product catalog but are filtered out of all product selection screens.
1

Select Settings > Products.

2

Click Add Product. Here you can name your product, include a description, set a category and default price, and indicate whether the product should be a taxable item for invoicing purposes. Be sure to Save your changes.

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.