Modify Bulk Services

Group a list of services together in the Service List module. Then use Modify All List Services to apply changes to the group.

1. From Home, navigate to Items > Service List.
2. Use the Search field or Advanced Services Search button to gather a group of services together.
3. View the services displayed, scrolling through the entire list to confirm that all services are intended.
4. Tap Modify All List Services.
5. Enter any changes. See a detailed list of options below.
6. Tap OK.
7. When prompted to confirm modifying all list services, click Yes to confirm. This prompt displays twice.
8. Enter an Admin PIN, if prompted, to finalize changes.
9. Changes display within each service record.

Price changes can be applied in bulk. Exatouch gives you the ability to either increase or decrease the price of a group of services in dollar increments or by percentage.

These are settings for bulk price changes:

Restaurant Scenario 1: A popular restaurant is increasing the price of its catering services by $10. The word “Catering” is entered in the Search field to gather a list of catering services. Prices are increased by $10 per service item on the Modify All List Services tab using these settings. The merchant enters 10.00 in the Price field, then enables the plus sign (+) slider:

These options may be applied in bulk to a group of services:

• Time:  Scheduled time slots can be applied in bulk, which saves merchants valuable time.
  • Example: A salon sets up times for various services so they can be scheduled effectively. They determine that all men’s and boys’ cuts take 15 minutes. Instead of applying a 15 minute slot to each individual service, generate a list of all men’ and boys’ cuts using Advanced Services Search. They use Modify All List Services to apply a 15 minute time unit to all those services. These are the settings applied:
• Price: Prices increase or decrease in dollar increments or percentage increments
• Category
• Subcategory
• User Defined Reporting: Drive to report: Choose “Business Overview Report” and/or “Snapshot Reports” to display data for the selected list services.
• Tax: Taxes can be applied in bulk to select services. Choose which tax group. General taxes, per unit taxes, and pre or post-taxes can be applied in bulk. Tax settings are defined in Settings. See: Set General Taxes 
  • Example: Scenario 2: The state has enacted a new tax for all salon and spa services. Salons can easily apply this tax to all their services by using Modify All List Services. After displaying a list of all services in Services List, select Modify All List Services and apply Tax Group A: Florida Tax. These are the settings:
• Visible on register
• Display color
• Refundable
• Cash Discount: Enable cash discounting for a group of services by enabling this setting. See: Enable Cash Discounts