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Services

In Rexolia, a service is any non-physical item you offer to customers or source from a vendor, such as a consultation, delivery service, Legal service or lab test.

Create a service​

  1. In the left sidebar, click the Operations Hub icon.
  2. Select Services → Create Service.
  3. Fill in the form:
FieldRequiredDescription
Service Name✅The full name of the service
Service Code✅A short unique identifier (e.g. CONS-01)
Service Type✅Whether the service is offered to customers or sourced from a vendor
VendorConditionalRequired if the service is sourced. Select the supplier providing it
Service Tax Class✅The tax category applied to this service for billing and reporting
  1. Click Save to create the service.

Service type​

Choosing the right type matters for how the service appears in your sales and purchasing flows:

  • Offered — the service is sold to your customers (e.g. consultation, delivery fee). It will be available to add to invoices and Service contracts.
  • Sourced — the service is purchased from a vendor (e.g. lab outsourcing, maintenance contract).

Service tax class​

The tax class determines how this service is taxed on invoices and receipts. Assigning the correct tax class ensures accurate tax reporting and compliance.

warning

Always assign a tax class before using a service in transactions. A missing tax class can cause errors in invoice generation and tax reports.

Edit or delete a service​

Go to Operations Hub → Services. Find the service in the list and use the available actions to update it.