With the Manufacturer settings, you can create and assign manufacturers and their associated brands within the ServiceWorks system. This process is crucial to the creation of inventory items, as a manufacturer will need to be designated before the item can be created within your account.
Here’s a brief tutorial on how to access, create, and manage your manufacturers and brands
Creating A Manufacturer
To begin, click the cogwheel in the toolbar to open the Configurations tab and navigate to Configuration → Inventory Settings → Manufacturer
In the following manufacturer menu, you’ll be able to view, edit, and delete any created manufacturers and their associated brands. To create a new manufacturer, click the New Manufacturer button
You’ll be presented with the following options when creating your new manufacturer:
- Manufacturer Name – Enter your manufacturer’s name
- Abbreviation – Enter an abbreviation for your manufacturer’s name. This will appear when selecting your manufacturer within ServiceWorks
- OEM Number – Enter the manufacturer’s OEM number for parts (if applicable)
- Part Submission to Warranty – Use this dropdown to determine whether to submit the Cost or Price of the item to warrantied claims
When finished, click Save to continue, and you’re newly created manufacturer should appear in the previous list.
Creating A Brand
Now that you’ve created your manufacturer, you can also create associated brands with the selected manufacturer
In the manufacturer menu, click the View link under the Brands column for your selected manufacturer
Once clicked, a list should appear with the brands currently created and associated with your manufacturer. By default, the manufacturer name will also be created as an available brand. To create a new brand, click the +New Brand button
And in the brand screen, you’ll be able to enter a Brand Name, Abbreviation, and Account Number for your specified brand. When finished, click Save to continue
And now your new brand has been established for the manufacturer. There isn’t a limit to how many brands or manufacturers that can be created, so please feel free to use as many as your business needs require.
Need More Assistance?
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Email: support@service.works
Phone: 636-220-4363 Ext #1
