How to Add Services / Update / Delete / Manage Services / View Service Master / Service Category in Borg Desk ERP
The Service Desk Module of Borg Desk ERP allows you to manage tickets, AMC, SLA tracking, and customer support. To use it effectively, you first need to add your services into the system.
Step-by-Step Process
Step 1 ➖ Login
Login to your Borg Desk ERP Admin Dashboard using your credentials.
Step 2 ➖ Go to right top Setting Icon (Gear Icon)
Click the toggle menu (top-right) → Select Service -> you will be redirected to Manage Service Page
Step 3 ➖ This page will show full list of already added services ( If any) with all details. It can also up edited / updated / deleted by admin or authorized users from action button in the last column of each service row.
Step 4 ➖ Click on Plus (+) Sign on top Right
It will open a pop up window server details form like
Service Category- This shows drop/down to select existing Service category or also shows plus (+) Sign to add new Category (e.g., AMC, Warranty, Installation, Custom Support, etc.) along with service name.
Service Name - Name of service offering & has to be added one by one (e.g., AMC – RO System, Installation, Repairs, Cloud Support)
Remarks- Service support Remarks for team reference if any ( Optional). It's a brief service details
SAC Id- This is Service Accounting Code & defined by GST Council for unique for each service. It can be taken from CA. It gets fetched automatically while preparing Proforma Invoice or Tax Invoice.
Unit Price- This is unit price this service & recommended to update because it gets fetched automatically while preparing Invoice.
GST %- This is Applicable Tax (GST %) % decided by Government & can also be taken from CA for a particular service.
Step 5 ➖ Save Service
Click Save / Add Service. The service will now appear in the Service List Table.
Step 7 ➖ Manage & Edit Services
Use the Pencil Icon to edit/update service details.
Use the Trash Bin Icon to delete a service (confirmation required).
Why Add Services?
Enables ticket creation mapped to correct services.
It also gets selected in particular while preparing proforma Invoice (PI) or Tax Invoice
Simplifies AMC & contract renewals.
Allows SLA-based performance tracking.
Provides MIS & analytical reports for service quality.
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