Sales Services in CO3 Nucleus

Welcome to the Sales Services video in CO3 Nucleus. This walkthrough covers service records, linked suppliers, requisitions, purchase orders, and requests, and shows how to navigate them efficiently. Designed for CO3 Nucleus users who manage Calls and Work Orders, and for anyone who sets up or manages sales services, linked suppliers, requisitions, purchase orders and service requests in CO3 Nucleus. 00:00 Introduction to Sales Services in CO3 Nucleus 00:18 How to access the Services screen 00:30 Service listing overview: fields, types, rates, tax and status 00:54 Active vs inactive services and site filtering 00:01:13 How to add a new service 00:02:14 How to edit a service 00:02:53 How to delete a service 00:03:30 How to view service details 00:04:06 Export the service list to Excel 00:04:12 Links panel overview: suppliers, requisitions, purchase orders and requests 00:04:31 How to link suppliers to a service 00:07:03 How to edit a linked supplier 00:07:41 How to delete a linked supplier 00:08:06 Service requisitions: add, approve, hold, release and close 00:09:11 Service purchase orders overview 00:09:45 How to close a purchase order 00:10:04 Purchase order functions: notes, addresses and delivery instructions 00:11:09 Service requests overview 00:11:30 Businesses make better decisions with CO3 Nucleus