General Settings - Products & Services

Products & Services 📌

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Why This Matters to Your Business 🏷️

Clearly defined Products & Services within Movegistics 5.0 help your team easily manage, identify, and offer distinct business offerings. Proper setup ensures clarity, helps streamline quoting and invoicing, and enhances overall business efficiency.

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Adding Products & Services ⚙️

Easily manage additional offerings or specialized services by following these steps:

Step-by-Step Guide

1. Navigate to Settings > General > Product/Service.

2. Click the blue + button at the top left to add a new product or service.

3. In the "Add Product/Service" window, fill out:

   • Product/Service Title: Enter a concise, descriptive title for easy recognition (e.g., "Labor", "Storage", "Packing").

   • Description (optional but recommended): Provide additional context or details that help your team better understand the scope or specifics of the product or service.

4. Click Save to finalize and add your new product or service to your active list.

Your product or service is now clearly listed and ready for operational use and invoicing.

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Editing or Deactivating Products & Services

• To edit details or deactivate an existing product/service, select the checkbox next to the item and choose Edit or toggle the Active switch as needed.

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Best Practices 🌟

• Keep your product/service titles concise but clear for quick recognition.

• Regularly update descriptions to ensure they reflect current offerings accurately.

Accurately managing your Products & Services in Movegistics 5.0 helps ensure operational clarity, efficient billing, and consistent customer communication.

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Need further assistance? Feel free to reach out to our support team at [e-mail].