Read this article to know what is a Service in Holded
How to get tehre
- Go to Sales
- Click on Services
From this list, you can check all the services that you have previously created or imported, as well as perform multiple additional actions
Managing your list of services
Customize the view
Holded allows you to customize how to consult the list of your services in order to have at your fingertips all the data that you need the most.
- Click the two-column icon just below the export button
- Check the boxes of those items that you want to be displayed in the columns of the list, by choosing from:
| Name | The service concept |
| Description | Service details |
| Tags | Labels assigned to your service |
| Code | The internal code of the service |
| Account | The sales accounting account |
| Subtotal | The tax base (quantity x price without taxes) |
| Cost | The default purchase price without tax |
| IVA | Total amount of taxes assigned |
| Retention | Total amount of withholdings |
| Employees | This field is not available for this list |
| Rec. de eq | Equivalence surcharge |
| Total | Total amount of the service, taxes included |
It is not possible to change the order of the columns, however you can organize the information in ascending and descending order.
Filter and segment
You can narrow your searches using the available segments and filters
Using default segments
- Go to the drop-down menu on the upper left side
- Select the segment you want to visualize, by choosing from:
| All | All the active services are displayed |
| Archived | All the archived services are displayed |
Use predefined filters
- Click on + Filter
- Select one or more of the available filters:
| Price | To see those services whose price is Equal to, Greater than, or Less than a specific amount |
| Sales channel | To filter those services that are assigned to specific accounting accounts |
| Archived | To consult those services whose status is not active |
Save custom filter combinations as segments
- Make your filter selection
- Haz clic en Guardar segmento
- Click Save segment
- Hit OK
The new segment will be accessible from the drop-down menu
You can also use the search bar to query by keywords, or use the time selector to limit the results to a defined time range.
Execute actions in bulk
- Select multiple services from the list by checking the boxes on the left
- Choose the action in bulk to perform from the bottom bar
| Archive | The services will be archived, although you can recover them in case you need to |
| Delete | Services will be deleted and cannot be recovered |