Services
      Back to home
      1. Help Center
      2. Sales
      3. Services

      Service PO

      Service POs are used to generate purchase orders for costs that are not related to a product.

      On this page:

      How to add a service PO

      Currency Conversion on a service PO

      Hidden service POs

      FAQ

      How to add a service PO

      To add a service PO:

      1. In the sales order, click + Add > Service PO
      2. Select a supplier, add a due date, and include supplier instructions
      3. Enter the quantity for the PO
      4. Enter your net cost (Unit Cost)
      5. Enter the retail price
      6. Select the box beside "Hidden" to hide the PO from the client's sales order (optional)
      7. Update the Currency Conversion (if applicable)
      8. Select a tax rate from the "Taxes" drop-down
      9. Click Done

       

      The service PO is visible in the project's Sales Order and Purchase Orders tabs and on the Production Report.

      [Back to top]

      Currency Conversion on a service PO

      Distributors who purchase services in one currency and sell them in another currency should use the Currency Conversion tool. For example, if you have an service PO where the services are in USD, and you need to sell them in CAD, then Currency Conversion is for you. 

      Your admin team will need to start by creating the necessary conversion rates for your team. Once created, conversion rates can be applied to an invoice to account for the currency exchange.

      Step 1: Adjust the currency of the project

      A new project will always use the currency assigned on the client's page by default. 

      To apply a Currency Conversion to a project:

      1. Open the project's overview > Project Info > Currency > and click Change
      2. Use the drop-down menu to select the currency your client will pay their order in
      3. Click Close

      commonsku Tip: If you need to change your client's currency permanently, you can update their default currency on their client page.

      Step 2: Adjust the currency conversion rate on your service PO

      1. In the service PO, click to Edit the item
      2. Click the Update button beside the "Currency Conversion" rate

      [Back to top]

      Hidden service POs

      Hiding a service PO allows you to capture project costs without showing those charges to your client. 

      [Back to top]

       

      FAQ

      What happens to my margins if I use the currency conversion tool to account for the currency exchange?

      Applying a currency conversion locks a product's margin rates. You can no longer adjust the margin used on a specific breakdown (i.e., the margin applied to a 2XL t-shirt) or the margin applied to an artwork charge (i.e., the margin applied to a setup cost). The Currency Conversion tool is designed to calculate accurate margins for you based on your currency conversion rates. If you'd like to change the margin applied to a particular charge or change the product's overall margin, you will need to adjust the retail price.

      How do I add multiple tax rates to a service PO?

      If your team uses commonsku's manual Tax Codes, you can add multiple tax rates to any item/service. The service will automatically use the default tax rate applied to the order. 

      To add another tax rate:

      1. Hover over the service and click Edit
      2. Select + Add another tax
      3. Once the new tax appears, click the drop-down menu and select the tax rate

      To delete a tax rate:

      1. Hover over the service and click Edit
      2. Select the x beside the tax rate you'd like to remove

      Do service POs count towards a rep's commissions?

      Yes, service POs would count towards the commissions in a project.

      [Back to top]