The «Services» tab works with the platform's services — cutting, edge banding, milling and so on — and links them with items of the «Service» kind in your accounting system.
How to work with it
- «Fill» — the service types and the services themselves are shown, with their description, price and 1C code.
- «Suggest automatically» — a search by name among the items of the «Service» kind.
- If it is wrong, choose the item right in the column. If the item you need does not exist, tick the rows and press «Create ticked in BAF».
- The price, the currency and the «In price list» checkbox can be corrected right in the row.
- «Save to the program».
Columns
«Platform service» (grouped into folders by type), «Description», «Unit», «BAF item», «1C code», «Price», «Currency», «In price list» (show the service to clients), «Status». Changing the item, the price, the currency or the «In price list» checkbox ticks the row automatically.
Service types go on one level: a «parent» type means the order of execution, not nesting.
Creating items
In the «How to create items» block you set the category, the group (the main services folder) and the name — yours or the platform's. The item is created with the «Service» kind, the 1C code becomes its article, and the service description goes into the comment. The code is saved to the program straight away.
Importing all the unmatched ones at once
Choose the main services folder, switch on «With the folder structure (service types)» if you want, and press «Import not matched into BAF». All services without an item will be created with the «Service» kind in the main folder or in subfolders by type (existing ones are used, missing ones are created), and the codes will be saved straight away.
A service that already has a 1C code will get an item with that code. If one code is used by several services, a single item is created for all of them.
How services differ from goods
Several services may share one item (a common code). The status «code N is shared by K services — one BAF item» is not an error but a normal situation. With goods this is not allowed: there it is strictly one to one.
Removing a link
«Remove match» works on the ticked services that have a 1C code (if nothing is ticked, on the current one). On the platform the code is removed together with the firm's price list row — that is, with the price and the «in price list» flag: otherwise the server will not remove the service code. The item in your accounting system stays where it is, and the tab is re-read.
The same result is achieved if you clear the item in a previously matched row and press «Save» — the status is «link removed (price list row deleted)».
Statuses
- «in the program queue … operation N» — not saved yet, it will be sent by itself.
- «error: no such service on the platform» — the service has been deleted, press «Fill».