Report efforts

When your customer purchases services from you, you will receive a service order. When you have completed the service, you need to report the efforts (e.g. hours) and the materials used to the buyer. After the buyer has approved your report, the type of the order is changed to Goods Receipt, after which you can flip it into an invoice.

Report your efforts as follows:  

1. Click Orders, and select Overview. The Order Overview page opens. 

2. For the desired service order, click Edit.

3. The Service Order page opens. 

4. Click Report efforts. The Service Entry Sheet opens.

   Open

   

5. Report your services in one of the following ways:   

6. If you want to report all the rows from the original service order, click the :Copy: button in the Service Entry Sheet section.  All of the rows from the service order are copied.  Edit the data as necessary.  

7. If you only want to report some of the rows, click the :Copy: button for the desired row. The row is copied from the service order. Edit the data as necessary.  

8. If you want to report a service that is not included in the original service order, click the ➕ button for the desired product. 

9. The fields open for editing. Define the details as follows:   

10. In the Product field, click and select the desired product from the list. You can also filter the products by starting to type the product ID in the field.  

11. After you select the product, the Short Description and Price/PU fields are added with information from the product catalog.  

12. In the Quantity field, enter the number of items.   

13. In the Period of Service field, select when the service was done.   

14. In the Performed By field, enter your name.  

15. If necessary, enter a note in the Notes field 

16. Click Release. The status of the service order is now Reported, and the buyer receives your report. After the buyer has approved your report, the type of the order is changed to Goods Receipt, after which you can flip it into an invoice.