The Services page is where you specify the various service offerings you provide to your clients. Services can be item services such as bubble wrap or poly bags, shipment services such as extra boxes or receiving charges, or client charges such as billable hours or consulting fees.

Once you have created an item or shipment service, those services can be added to items or shipments so that billing can be properly tracked. On item services, that service will be shown when receiving and shipping the item so that your prep team knows exactly what needs to be done for each item.

You have the ability to customize these services by adding, editing and deleting them. Below are step-by-step instructions on how to perform each of these actions.

Add a Service

1. Navigate to the Services page and select “Add Service”.

1. Enter the information for a new service.

There are four sections that you will need to fill out

1. The **Name of the Service**: this is whatever you would like to be shown to both the client and your prep team that is performing the service.
2. The **Service Type**: services can be applied to either items, inbound shipments, outbound shipments, or clients (added services).
3. The **Name of the Unit**: for example, if you add a poly bagging service, you are charging per bag, and so the name of the unit will be "Bag". A bubble wrapping service might be charged per "Sheet".
4. The **Amount** you would like to charge **for each Unit**.

4. Finally select “Create Service” to save your changes.

Edit a Service

1. Select the blue pen next to the service you with to edit

1. Make the edits to the service name, service type, unit name and charge you want on the service.
2. Select “Update” to save your changes.

Delete a Service

1. Select the red garbage can next to the service you wish to delete.