SERVICE ITEMS

Service items are products provided to a school as part of our contract 

You can find a list of these products in the Related tab of an account

You can find more detailed information about service items HERE

• • From the list view, click New in the top right corner

  • Enter the Quantity

  • Find the Product; making sure to select from the correct product family (print, specialty, etc)

  • Either a Ship To or Deliver to Department is required

    • Ship To is for a specific contact

    • Deliver To is for "office", "principal", etc

  • Green Screen BKGD Selection is required for all printed & digital service items. The default is blue.

  • Consolidate is chosen if the product is to be created once a retake or make-up day has occurred. For instance, if a school has a summer picture day & a make-up day on the first day of school, they may choose to get their pic binders consolidated (to include both picture days). PSPA yearbook files are only created after retake day, so those would also be consolidated. 

  • Constraint is selected if only certain images are to be used (i.e. a 3x5 of just staff)

  • Sort options are how they would like the product sorted, if applicable (i.e. pic binder sorted by grade, stickers sorted by teacher)

  • Job Type is which job the product is to be created from; choose carefully as service items won't appear on lab work orders if the wrong job type is used

  • Frequency is not a required field, but is almost always Yearly

  • Notes are to be used sparingly; for custom sorts, or one-time frames, etc

    • Do not use hard returns in this field as the 2nd line will cut off and not appear on the work order

  • Delivery Method is how we are sending the products back to the school (i.e. UPS, portal delivery)

• • To save time creating service items, you can use the clone feature

    • • This is especially useful when entering a new account. You can clone service items from an account within the same district. 

  • Navigate to the Service Item section of the account's Related tab

  • Click View All

• • Find a service item that is close to the one you need and click the SI Order #

• • Click the arrow in the top right corner

  • Select Clone

  • A new service item window will appear

  • Change any pertinent fields; quanitity, product type, contact, delivery method, etc

  • Click Save