Admin panel location: Services → Services.
What this is
A catalogue of production services your firm sells: cutting, edge banding, milling, drilling, assembly, packaging, delivery, etc. These are just services — there is no link to specific equipment here. The system calculates them automatically when they get applied to parts or orders: it takes their price, code, and unit of measure and plugs them into the cost calculation.
Service fields
- №/id — internal service number. Handy for support requests.
- Name — the service name as you call it in day-to-day work.
- Unit — m², linear m, pcs., etc. from the units reference. The unit in which this service is measured at calculation time.
- edge_type — link to an edge type. Filled in only for services tied to edging work (e.g. «PVC 0.4 edge banding»). Left empty for services unrelated to edging.
- xnc — a category flag marking the service as a «production» one (milling/drilling/cutting). This is not a machine link; it is just a grouping/filtering attribute in the UI.
- Description — your text about the service. Useful so managers and clients understand what is included.
- type — service type from the service types reference.
Fields are edited directly in the table — click a cell, type a value, the change saves automatically.
Service card (edit page)
Clicking the edit icon in a row opens the service card. Apart from the main fields you get two additional tables here:
Service codes
Each service can have multiple code rows:
- Firm — which firm this record applies to (relevant if you run several firms).
- Code — your own service code. Used for integrations, accounting exports, invoices.
- Price — the service price.
- Currency — any currency from the currency reference. You can keep the same service priced in different currencies for different scenarios.
The «Create» button adds a new row for this service.
Aliases
A service can carry several aliases. This is useful when:
- the same service is called differently in different documents;
- a customer-facing export or an accounting export expects a specific name;
- historically the service was known under another name and you want it to remain searchable.
The «Add» button creates a new alias for the service.
What this is not
This section is just the services catalogue. Links to other entities live in separate sections:
- Services — equipment — which service runs on which machine. That mapping lives there, not in the service card.
- Extra services for a part — what can be added to an individual part in an order. A separate reference that points back to services from here.
- Extra services for an order — order-level services (delivery, assembly, packaging, etc.). Also a separate reference with no direct relation to this service card.
Recommendations
- Use clear service names — both managers and clients see them in exports.
- Set prices in the currency you actually deal in for the service. If you operate in several currencies, add several code rows.
- Create aliases for services that carry a different name across your sales channels.
- Don’t try to solve machine binding or per-part / per-order service assignment from this page — those have their own sections (see above).