Map products and services to Good/Service Codes
Follow these steps to map your products and services to Good/Service Codes.
- Go to Settings > Good/Service Codes.
- Click one of the following:
- If this is your first time mapping Good/Service Codes, click Map Good/Service Codes.
- If your organization already has Good/Service Codes mapped, click Add New.
- Find the Good/Service Code you want to map your code to:
- To search for the code, click the Search icon and enter a keyword in the Search field, then click the Search icon again or press Enter on your keyboard.
- To find the code manually, click the arrows to expand the sections until you reach the code.
- Select the Good/Service Code, then click Next.
- Enter your ERP's product code or a range of product codes, then click Add.The code or code range will appear in the Mapped codes section.CAUTION:
Make sure all your product codes have the same number of digits. For example, if your product codes range from 1 to 234, always use the 3-digit form even if a product code has fewer than three digits:
234 → 234,
23 → 023,
2 → 002
- To map more product codes to this Good/Service Code, repeat the previous step.
- When you are finished, click Save.
