Clients Sales Extras

The Client Sales Extras section allows the user to add, edit, or delete Sales Extras for the selected client.

Sales Extras are configured at the client level and can be assigned to any sites linked to that client through the Site Sales Extras section. Once assigned to a site, these Sales Extras are used for billing purposes.

The Sales Extras section contains a Quick Search which targets the Name.

To add a new Sales Extra, the user must select the Add Sales Extra button located at the top right-hand side of the table.

The system will then open the Sales Extra Details page. On this page, the user is required to complete two editable fields: Name and Price.

The user must manually enter values into both fields. The Price field only accepts numeric values.

Users can edit an existing Sales Extra at any time by selecting the required record from the table and entering Edit mode. The necessary changes can then be made and saved.

To delete an existing Sales Extra the user must have the relevant System Access permissions. To perform the action, the user must enter Edit mode and select the Delete button located in the top right corner.

Deleted Sales Extra records appear highlighted in red within the list table to clearly indicate their status. Only users with Super User permissions can view deleted records. These records can be restored by opening the deleted record and selecting the Restore button located in the top-right corner.