Editing Module Settings - CS

The settings to your modules in Clik Service can all be altered in your default settings, which you can find by selecting 'settings' at the top of the software then 'settings' again in the drop-down menu.

We've outlined a brief overview of each module below.

Contracts

Here you can set the default time for a contract length, as well as enable and set reminders for contract expiry dates and visits.

You also have the option to automatically create scheduled visits, where a job sheet will be automatically created for every visit.

CRM

In the CRM settings, you'll find the default settings used for the creation of new accounts:

• Credit Limit - Default credit given to each new CRM entry
• Payment Terms - Default payment terms attributed to any sales orders/invoices raised against a customer
• Cash Only - Will set all new accounts to cash only and warn you that you require payment before any works are carried out
• Commissioned - Enabled by default, this will allow any sales on this account to have commission calculated for the account manager
• New Record - When you create a new entry in CRM it will default to the type defined here, it can be one or more of the three options

Job Sheets

The job sheet defaults have a variety of settings that relate to the job sheet module in Clik Service and other sections that closely integrate with it.

When creating a new job sheet, the job sheet defaults allow you to specify whether you want a default title, category, fault code, and status. When adding time/materials/miscellaneous items you can also define the default description.

Choosing 'all day' will set jobs to the entire duration of the day. If this is un-ticked jobs will default to the next hour of the day when created and end an hour thereafter.

Invoice creation options are for when job sheets are turned into invoices. There are many options that allow you to customise your invoice to suit your needs.

Products

The product settings have options relating to the use of the products database and when adding items from it to other areas of the program.

The show details window when adding from products database box gives you the option to add products straight to a job sheet/invoice etc, without a window popping up detailing the product price/description and part code. If you want to see this each time you add an item then tick this option.

There are options for default category, stock location, and nominal codes. Setting these will mean every product created will be attributed with this unless changed thereafter.

The stock control options determine whether you want any items from the products database to be allocated automatically when added to a job sheet/invoice etc. If this is un-ticked you will have to allocate it manually.

Ticking the automatically despatch allocated stock option will automatically deduct the stock products added to job sheets/invoices from the stock total. If this is un-ticked you will have to despatch items manually.

Projects

The projects settings allow you to predefine many of the defaults such as labour, material, and miscellaneous text descriptions. You can also set up a default type & status that will automatically be set when creating any new projects.

The invoice/sales order creation options are similar to those found on job sheet settings – you can choose the default option for invoice creation along with options to make hours show as a quantity and merging carriage.

Purchases

Default purchasing options allow you to set up default order & invoice categories (the categories need to first be set up in the types section of the settings before you’ll be able to select them from the drop-down menu).

Use PO cost for material costs means that the cost price for any item on a job/invoice/quote will come from the PO (if this option is ticked) as opposed to the product base price (if not ticked).

The purchase invoice creation options allow you to merge carriage (when adding more than one PO to a single PI) and if you the default creation option to be a single total (all items added together) or fully itemised (add each item separately).

Sales Orders/Invoices/Credits

In this section, you can set the default categories when an invoice or credit note is raised.

You can specify default categories for each relevant module along with default prefixes and starting numbers. Numbers must be higher than any previously raised in the system the next number will always default to the highest unused number regardless of the setting here.

There are additional options for the creation of invoices to sales orders, sales orders to quotes and invoices to quotes. All have the same options to merge carriage (if more than one invoice/sales orders/quote is created) into a single invoice/sales order.

By default, each item is added separately but here you can group all items into one total value and set the standard accompanying text by enabling this setting.