Managing Existing Services

After creating services, you can manage them from the main Services tab in the Manage section.

Services list overview

The services list displays all your available services in a table format with the following columns:

Service name

• Shows the descriptive name of the service.
• Examples: Freight, THC, Documentation, B/L, POL Truck, POD Truck.
• Primary identifier for service selection in invoices.

Action column

• Edit icon (pencil) – Modify service name.
• Delete icon (trash) – Remove the service from the catalog.

Editing a service

1. Locate the service in the list.
2. Click the edit icon (pencil) in the Action column.
3. The service form will open with the existing name populated.
4. Make your desired changes to the service name.
5. Click Submit to update the service.

Deleting a service

1. Locate the service in the list.
2. Click the delete icon (trash) in the Action column.
3. Confirm the deletion when prompted.