Service Manager
How to: Add Items to an Agreement
Sales > Managing Agreements > Managing New Business > How to: Add Items to an Agreement

Agreement items hold the detailed information required to both service and invoice an agreement.

There are four different types of item that you can add to an agreement. It's important to understand how each type effects the manifesting and invoicing of an agreement.

Types Example use Special note
Delivery Mats, Towels & Air fresheners Appears on the manifest
Service Only Cleaning Appears on the manifest
Static Towel cabinets, CCTV Camera & hygiene bins These will not appear on the manifest
One-Off Installation charges & Logo Design These will not appear on the manifest and are invoiced once only

 *Once an item has been added to an agreement the type cannot be changed.

Adding a Delivery Item

  1. Choose Add Item, and select Add Delivery Item
  2. Click on the select button    to select the stock delivery item to add
  3. Select the delivery frequency from the drop down list.. This is for reference on the printed agreement and to help the operations team allocated delivery routes
  4. Select the agreement terms for this particular item. Again this is just for reference on the printed agreement
  5. Enter the Quantity and Each Cost. This is the cost per annum
  6. Click Save

Adding a Service Only Item

  1. Choose Add Item, and select Add Service Only Item
  2. Click on the select button    to select the service only item to add
  3. As with a delivery item pick the service frequency and the agreement terms from the drop down list
  4. Enter the Quantity and Each Cost. This is the cost per annum
  5. Click Save

Adding a Static Item

  1. Choose Add Item, and select Add Static Item
  2. Click on the select button    to select the static item to add
  3. Select the agreement terms from the drop down
  4. Enter the Quantity and Each Cost. This is the cost per annum
  5. Click Save

Adding a One-Off Item

  1. Choose Add Item, and select Add One-Off Item
  2. Click on the select button    to select the one-off item to add
  3. Enter the Quantity and Each Cost. This is the cost per annum
  4. Click Save

All of the items, except One-Off have some further options which are detailed below:

Option Action
Is Rented Marked as rental on the printed agreement. Flagged as requires collecting if a customer cancels the agreement
Double Issue When the item is manifested the quantity will be doubled
No Invoice This item will not be invoiced. The icon will temporarily change on the display
Requires Installation The items requires installation, and appears on the Agreement Items Require Installation report
Seasonal Frequency The item delivery or invoicing frequency changes throughout the year
Special Instructions Any text will appear along side the item on the 'Van Loading List' report on both the desktop and mobile versions. It is also displayed on the Mobile App underneath each item
Tube# Think of the Tube# as a code describing the location of the item. This could be a tube number a matt is stored in or a barcode for the location. This is displayed on all Picking List reports, Van Loading reports and also on the Mobile App van loading list.
Is Sub-Contracted See Managing Sub Contractors

 

See Also