Adding Pre-Defined Products & Services

MotorDesk allows you to add pre-defined products and services to speed up your invoice creation.

You may have other products or services you wish to sell using MotorDesk, this could be anything from car air fresheners and extended warranties to MOTs and child car seats, or even services like valeting and delivery.

You can add these products/services into MotorDesk as pre-defined products, ready to simply add to an invoice/order at the point of sale. To do this, simply go to the Sales -> Products section to add a new product to your product library.

Add/Edit Product

Start by naming the product, e.g. RoadVision X5 Dashcam. You can then add an internal code and a description, and then enter the price for this product (excluding VAT) and then select the VAT amount. If you only know the price including VAT simply enter it, select the correct TAX rate and then click the calculator icon next to the price - this will reverse calculate the price to remove the VAT.

Type

By default, products will be included on invoices and purchase invoices. You can disable this by simply unchecking their respective boxes.

The 'Checkout' box controls whether the product can be bought directly from your website, or as part of a 'Deal Builder' purchase.

Quantity

When you enable 'Stock Control', this will allow you to enter figures into the 'Quantity In Stock' and 'Quantity Available' boxes below.

Now, when adding this product to an invoice, you will see the quantity available. Once an invoice is marked as paid, the 'Quantity In Stock' and 'Quantity Available' fields will automatically update to reflect the number of items sold.

You will be notified when this figure reaches zero.

Options Type

You may wish to offer different prices for different quantities of the product, e.g. a 36 month warranty at a better value than a 24 month warranty, or a special deal on certain products.

Changing 'No Option' to either 'Single' or 'Multiple' will give you boxes where you can enter different options at different prices. Using our warranty example, this could be '12 Month Warranty' ranging to '5 Year Warranty', each at different price points. You can highlight any of them as 'Recommended', 'Most Popular' or 'Best Value' which will then be highlighted in the online checkout. You can add up to 50 options per product.

The only difference between 'Multiple' and 'Single' is that Multiple allows the selection of more than one option, whereas Single permits only one. You can also specify a minimum quantity of products required for purchase - for example, when offering a “Three for the Price of Two” deal that requires at least three products to be selected. In addition, a maximum quantity can be defined if needed.