A Service is a non-physical item used to represent work, labor, or an activity that a business provides to customers or purchases from suppliers. Services are used to record activities such as installation, repair, maintenance, consulting, transportation, or other types of work. Unlike a Stock Part, a Service is not a physical item and is not stored or tracked as inventory.
1. General Information
The General Information section contains the basic information used to identify and classify the Service.
| Field | Description | Required |
| Code | Enter a unique code for the Service. | No |
| Name (English) | Enter the name of the Service. | Yes |
| Local Name | Enter the Service name in the local language, if applicable. | No |
| Item Group | Select the group or category for the Service. | Yes |
| Item Type | Select Service. | Yes |
| Item Brand | Select a brand if applicable. | No |
| Memo | Enter additional notes about the Service. | No |
| Image | Add an image if needed. | No |
For Purchase
Enable For Purchase if the Service is purchased from a supplier or service provider.
For Sale
Enable For Sale if the Service is provided or sold to customers.
A Service can be both For Purchase and For Sale.
2. Accounting
The Account section determines the accounting account associated with the Service.
Account
Select the appropriate account for the Service according to your company's accounting setup.
Separate Revenue and Expense Accounts
Enable Separate Revenue and Expense Accounts when the Service requires separate accounts for revenue and expense transactions.
For example, a company may purchase a service from a supplier and also provide the same type of service to its customers. In this case, separate revenue and expense accounts may be required.
Important: Select the accounting configuration according to your company's accounting requirements.
3. General Info
The General Info tab contains the Service's unit, cost, currency, base price, barcode, and rounding information.
Unit Set Name
Select the Unit Set used for the Service.
Examples:
- Hour
- Day
- Job
- Visit
- Service
The selected Unit Set determines the Base Unit used for the Service.
Cost
The Cost field is used to enter the cost of the Service, if applicable.
You can leave the Cost blank when creating the Service if you do not need to set a cost at that time.
If the Service is purchased, the actual purchase cost should be entered directly in the Purchase Transaction.
Example: Create the Service with the Cost blank. When purchasing the Service, enter the actual purchase cost in the Purchase Transaction.
Currency
Select the currency used for the Service.
Example:
Dollar USD
Base Unit
The Base Unit comes from the selected Unit Set.
For example:
Base Unit: Hour
Base Price
The Base Price is the selling price for one Base Unit.
For example:
Base Unit: Hour
Base Price: $25.00 (This means:1 Hour of Service = $25.00)
Barcode
Enter a barcode if the Service requires one.
A barcode is optional for Services that do not require barcode identification.
Rounding
Select the rounding method used for applicable calculations.
Use Calculate when required.
4. Service Unit and Pricing
A Service can be measured or sold using different units depending on how the service is provided.
For example, an installation service may be charged by the hour.
Example
- Unit Set: Service Time
- Base Unit: Hour
- Base Price: $25.00
This means:
1 Hour = $25.00
If the Service uses additional units, the units and their prices can be configured separately according to how the Service is sold.
Important: The Base Price is the price for the Base Unit.
5. Sale Information
The Sale Information tab contains additional information used when the Service is sold to customers.
Description
Enter a general description of the Service.
Example:
Air conditioning installation service.
Detail Memo
Use Detail Memo to provide additional information about the Service.
You can use the rich-text editor to add:
- Formatted text
- Lists
- Links
- Images
- Tables
- Other detailed information
Use this field when additional information about the Service needs to be documented.
6. Price Level
The Price Level tab allows you to set different prices for the same Service based on the Price Level assigned to the customer.
Price Levels must be created in the Customer module first. Once they are created, they become available when setting up the Service.
Example: Service Price Levels
Suppose your company provides Air Conditioner Installation.
| Price Level | Service Price |
| Standard Service | $50 |
| Business Service | $45 |
| Premium Service | $40 |
When the Service is used for a customer, the applicable price is based on the Price Level assigned to that customer.
Quick Flow
Customer Module → Create Price Levels → Service → General Info → Accounting → Pricing → Sale Information → Price Level → Save