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Services Module (Catalog)

The HtkDoli Services module lets you browse, search and manage your catalog of services (offerings, subscriptions, non-stockable items). On the Dolibarr side, products and services share the same table: only their type field tells them apart (type = 1 for a service). Physical-stock sections are therefore deliberately absent from this module.

Interface and Features (List)

The main view shows the list of all your services, with a floating header that hides automatically as you scroll.

  • Search bar: Instant search by reference or label.
  • Sort: Several orders are available:
    • Reference
    • Label
    • Price (ascending)
    • Price (descending)
    • Stock (only useful for services tracked with a quantitative follow-up)
  • Filters by commercial status:
    • All
    • On Sale
    • Not On Sale
  • Refresh: A manual sync button with a status indicator (grey = stale, blue = in progress, green = success, red = error). The status automatically reverts to "stale" after 60 seconds.

Displayed Information (Service Cards)

Each row representing a service shows:

  • An icon (wrench/screwdriver) colored according to status (green = on sale).
  • Its label.
  • Its reference (e.g. SRV-0001), shown as a pill.
  • Its sales price excl. tax (shown only if greater than 0).
  • Its barcode if set.
  • Its status (On Sale / Not On Sale).

Quick Actions (Context menu and swipes)

  • Context menu (long press): Edit, Delete.
  • Swipe right: Edit button.
  • Swipe left: Delete button (with confirmation alert).

Pagination and States

  • Loaded in batches of 50 services, with a "Load more" button at the bottom if more exist.
  • A sync indicator is shown during loads (a list skeleton on first load).
  • A clear message is shown when there are no results (differentiated by search, filter, or the catalog itself).

Detail View (Viewing a service)

Tapping a service in the list opens its detailed sheet.

Header (Hero Section)

  • A wrench icon indicating the Service type.
  • Reference and label.
  • Sales price excl. tax.
  • A single status badge: On Sale or Not On Sale.

Description

The service's descriptive text, shown as stored in Dolibarr. This section appears only if a description exists.

Categories / Tags

Associated Dolibarr categories, shown as pills. This section appears only if the service has at least one category.

Pricing

  • Unit price excl. tax
  • Applied VAT rate
  • Price incl. tax

Accounting

Accounting codes associated with the service (Sales account, Purchase account), useful for the bridge to your accounting software. This section appears only if at least one code is set.

Supplier Prices

A list of prices negotiated with suppliers, with:

  • Supplier name
  • Supplier reference (if set)
  • Purchase price
  • Minimum quantity

Composition (Kit)

If the service is a kit or pack, the list of its child components is shown with reference, label and quantity. Each component is tappable to navigate to its sheet.

Component Of

Conversely, if the service is included in other kits, the list of parent services/products is shown, also tappable.

Statistics

A grid summarizes how the service is used across the other modules, with the number of occurrences and the total amount. Each card is tappable to open the matching filtered list:

  • Quotations (commercial proposals)
  • Customer Orders
  • Customer Invoices
  • Contracts
  • Supplier Orders
  • Supplier Invoices
  • Interventions
  • Shipments

Notes

  • Public Note: visible on documents.
  • Private Note: marked with a padlock, reserved for internal use.
  • Any HTML in the notes is stripped for readable display.
  • A "Edit notes" button lets you edit both notes directly.

System Information

Service metadata: Dolibarr ID, creation date, last modification date.

Documents

  • View and PDF preview of attached documents.
  • Add new documents via the dedicated button (only for an already-saved service).

Available Actions

From the floating header of the sheet:

  • Edit (pencil): Opens the full edit screen (if you have the service.creer permission).
  • Delete ("…" menu): Permanent deletion (confirmation alert).

Creating and Editing

The service edit screen (shared with the product one, in "service" mode) groups together:

  • Identity: reference, label.
  • Pricing: price, VAT.
  • Duration: a numeric value + a unit (Hours, Days, Weeks, Months, Years). This is Dolibarr's native "duration" field, useful for offerings; HtkDoli does not handle subscriptions or recurrence as such.
  • Accounting: accounting codes.
  • Miscellaneous and Notes.

Physical characteristics and stock (reserved for products) are not shown in service mode.

Business Behavior and Dolibarr

Rights and Permissions

Since services share the llx_product table with products, they are governed by the same Dolibarr permissions:

  • Read: Read permission for the Products/Services module is required.
  • Create: The "+" button in the top bar is shown if you have the service.creer or produit.creer permission.
  • Edit: Edit buttons are shown if you have the service.creer permission.
  • Delete: Immediate on the server if allowed by your role, with confirmation.

Synchronization

  • Pagination 50 at a time, "Load more" button.
  • Pull-to-refresh (pull down) to force a full refresh.
  • Statistics, supplier prices, kits, categories and documents are fetched on demand when the sheet is opened.

Products vs Services

For managing stockable items (with physical stock, movements, warehouses), see the dedicated Products Module. The distinction between the two is automatic on the Dolibarr side via the type field (0 = product, 1 = service).

Screenshots

1 screenshot — click to enlarge

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