Services Catalog Module (Overview and list)
The HtkDoli Services Catalog module allows you to consult, search and manage your service database. It interacts directly with the business operations of Dolibarr, by managing intangible services, their prices and their characteristics.
Interface and Features (List)
The main view displays a list of all your services with their reference, name, status and pricing.
Consultation and Research
- Search bar: Allows you to quickly search for a service by its reference or name.
- Sort: You can sort the list according to different criteria such as the reference or the wording to quickly find the desired service.
- Filters: An icon at the top of the screen allows you to apply filters to refine the display of services according to their status.
Actions on the list
- Quick creation: A floating action button (FAB) at the bottom right allows you to create a new service.
- Swipe to act: You can swipe a service line to the right to edit it, or to the left to delete it.
Detail View (Service Sheet)
By tapping a service in the list, you access the detailed view (ServiceDetailView), which presents all the information of the service.
General Information and Design
- Header (Hero): Displays the reference, label, and status badges indicating whether the service is active (“On Sale” or “On Purchase”).
- Description: Displays the detailed description of the service, useful for defining the scope of the service.
Pricing
- Price & VAT: Displays the unit price excluding tax, the sales price including tax, and the applicable VAT rate.
- Supplier Prices: Lists the purchase prices configured at your suppliers/subcontractors for this service.
Advanced Features
- Categories / Tags: Displays and allows you to modify the tags (categories) associated with the service.
- Linked Services / Components: Displays other linked products or services (parents or children) configured in Dolibarr.
Tracking and Statistics
- Statistics: A panel displays the number and amount of objects linked to the service (Quotations, Orders, Customer/supplier invoices, Contracts, Interventions).
- Documents: Management, PDF preview and sending of new attached documents. A photo gallery at the top of the screen can also highlight illustrative images.
- Notes: Displays the public and private notes of the service.
Actions on the Service
Via the “Edit” button (pencil) or the ”…” action menu at the top right:
- Modify: Edit the main information and prices of the service.
- Delete: Delete the Dolibarr service.
Dolibarr business note: Creating or modifying services via HtkDoli requires the specific
product.creerpermission configured on your user account in Dolibarr, because Dolibarr often unifies the rights of products and services. Deletion requires other equivalent permissions. Views specific to physical products (such as stocks or warehouses) are not displayed for services (Type “1” in Dolibarr).