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How to Create an Income Marketing and Services Item in Brokerage Engine Accounting
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Create the Item
Search for the Item
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Navigate to Brokerage Engine.
Create the Item
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Click "Accounting"
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Click on the "Sales" tab.
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Click "Marketing and Services"
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Click the "New Item" button.
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Click on the field and fill in the Name of the Item.
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Add a description to the field to display it on the Sales Forms.
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If applicable, type a price/rate for the Item.
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Select an account from the dropdown menu.
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Unclick the checkbox for product/service to vendors.
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Click "Save" once all the information has been inputted.
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Click "OK"
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Search for the Item
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The Marketing and Services table will display.
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Type the name of the Item to filter the results.
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