Products

Products are one of the first things you have to define when setting up Onexfort for the first time. Products will be used in the Estimates (Quotes) and Invoices. The Products list page shows a list of all products that are defined in your account. 

• To edit an existing product click on the three dots in the last column of the list and choose Edit.
• To delete an existing product click on the three dots in the last column of the list and choose Delete.
• To add a new product, click on the 'Add New Products' button

Add New Products

	A name that clearly describes the product
	Enter the price of the product excluding the tax
	The default tax for Australia 10% GST is already defined. Choose that tax.
	Enter the description of the product. You can also use the dynamic fields for description. When you use these fields in the description, the values related to these fields in the opportunity/job loads in the product description of the estimate and invoice.  {first_name} - First name of the lead/customer {last_name} - Last name of the lead/customer {pickup_suburb} - Removal job - pickup suburb of the job {delivery_suburb} - Removal job - delivery suburb of the job {pickup_address} - Removal job - pickup address of the job {delivery_address} - Removal job - delivery address of the job {mobile} - Mobile number of the lead/customer {email} - Email id of the lead/customer {inventory_list} - Will list all the inventory items and quantities for the job already filled in
	Click the drop-down arrow to select the product category that is defined on the Product category page.
	Click on the drop-down arrow to select the product type. Choosing the correct product is important as this will affect the estimate and invoice calculations. There are 3 products types in Onexfort: Item - Fixed: Choose this product type if the product cost is fixed and not dependent and does not vary based on the actual hours of the job. Service - Hourly: Choose this product type if you want the invoice item that uses this product to be recalculated based on the actual hours of the job. Charge: Choose this product type, only if you want an extra percentage to be applied to the total of the invoice. For example, a 5% surcharge. This 5% will be applied on top of the invoice total. When you choose this product type, in the price column you should enter the decimal value. For example, for 5%, you should enter 0.05.
Minimum Hours	If the product type chosen is 'Service - Hourly', then a Minimum Hours field will appear. If this field, has a value, when the invoice is regenerated based on the actual hours, if the actual hours are less than the value in this field, then the minimum hours will be used in calculating the invoice item cost.
	If your accounting software Xero or MYOB is connected to Onexfort, you can then have product-level mapping to different sales accounts in the accounting software. Choose the correct sales account for this product in the select field.
	You can make the product available for: Both residential and commercial customers Only residential customers Only commercial customers - if you choose this option, you will be given the option to choose the specific customer or leave the field blank for all commercial customers
Stockable	If you choose the product type as 'Item - Fixed' then this 'Stockable' checkbox will be available. Select this checkbox for products that you can stock, like packing material. Only if this check-box is selected, the product will appear in the 'Material Issues' and 'Material Returns' sections in the Operations Tab of the job page.

To save the new product, click the Save button; otherwise, click the Cancel button.