Service bundle with unique price or hide services from invoice

Using my Dolibarr PM modules
1

Hi there,

I need to create an invoice that group multiple services. Since it’s a bundle, unit price per service doesn’t really apply and if they are there, it’s mostly just in case if someone needs an extra because their bundle doesn’t include that service.

Example:

Mechanical bundle 1, Qty 1, Unit price $1000

  • Transport - 2 hours per month || Sell: $250
  • Mechanical work - 6 hours per month || Sell: $750
  • Unlimited fluids (see contract) || Sell: $200
  • Small parts || Sell: $30
  • 18x7 || Sell: $250

Notes:

  • One staff members per incident
  • Doesn’t include mechanical parts

Now let’s say that each of those is a service, with a buying cost and a selling cost, but I don’t want to use the selling cost, because it won’t match the agreed upon price of $950.
If I use a single service line, then I won’t know how much of “Small parts included” service I sold.

I don’t keep track of individual “small parts” in Dolibarr.

Path 1:
Create a single service and calculate the cost for everything that is included manually for that service bundle. – Very difficult to keep track of each cost associated with a service “bundle”, if a cost of a service change, I need to manually edit all bundles to reflect the new price.

Path 2:
Make the sell price 0 for all services individually, then add all of them to an invoice. Add a “blank” service to mark up the price to the amount the customer expect from the contract.

Path 3:
Add multiple services to an invoice, hide the sell price for all of them and enter the sell price manually, so the invoice match the amount the customer expect. The margin could then be split from the % of the amount of each service or something.

Any tips?
I also couldn’t find “kits” or “bundles” for services :confused:

Note that I cannot right now buy any add-ons, since most of them that could seem useful are 300 euros and my margins are non-existent at this point. But if there is something interesting, please let me know I’ll try and squeeze it.

Thanks :slight_smile:

2

Hi @Stowaway0409,
You kind of lost me there…
I guess you need kits…

Home->Setup->Modules/Applications->Products press the cog icon and enable kits, see also other useful options.

In Products/Services create a service “Mechanical bundle 1” then in left menu add a category like “Mechanical bundle 1 items”
click the created category and add it to already created services or press the plus icon and create new services with this category.

Return to “Mechanical bundle 1” service card and click kit tab, there use category to add services to this kit .

Home->Setup->PDF enable kit option

Hope that helps.

1 Like
3

It’s hard to explain because I don’t know the terms. But I know when I add a service inside an invoice, Dolibarr keeps track of how much that item cost me, how much I earned from it and, obviously, how much I sold. I made a mistake in my first post I think, so here we go:

Thanks, I didn’t see the option for service kits before :joy:

I just tried it, but I cannot change the quantities on the fly inside a kit.

  • What I do like about kits, it’s how easy I can charge by car. Let’s say there are charges for each car, then I can do 3x “Car kit” and it would scale all the quantities of each services inside that kit. Nice.

  • If a customer and I negotiated a set number of cars (let’s say 3 instead of 2), I would need to create a new bundle, or add the extra and then try to find the correct % off to match the price I told over the phone. I tend to do that a lot with recurring customers.

Examples of what I’m after, Type 2 is preferred I guess ? But then if each “car” gets Unlimited fluids as an option, I would need to remember to increment that quantity by one to keep track of them… Argh I’m not dolibarr-fluent enough to understand which option would be the easiest to deal with in the long term.

If you have some knowledge to share, I’m going to take it.

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4

Yes you can from kit tab

You can also set item price per client

5

That could work. :slight_smile: I didn’t think of that :man_facepalming:

I mean, if I add a kit to an invoice, while inside that invoice I cannot say “Oh, I need 1 more of that item bundled with the kit”. I believe I need to open the item, go to kit, modify the kit, save the kit, readd the kit to the invoice then go back and change the kit to the original quantity for future invoices.

Or is there a better way ? :innocent: Please tell me there is a better way hahaha

6

Sorry i misunderstood your use case, you cannot change kit item qty after it is used cause you will bork older invoices. Instead you can try and use variants.
I suggest to setup a dev instance to experiment before using the software

1 Like
7

Hey, thanks. Indeed, if I change a qty inside the kit, all previous invoices are also updated…

What a strange… feature.

I might add a unique identifier to each service that uses kits to make sure they aren’t updated or something. The downside is I cannot memorize a quick refid to type in to refer to a service, as they will all be different.

Using Variants, I won’t be able to easily see how much of every item I sold as quickly as I would have if kits didnt change previous validated invoices.

Thanks for your assistance :slight_smile: