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(Tạo trang mới với nội dung “• As a salesman, create and confirm a Sales Order for the services delivered to your customer. Don’t put any expense in the order. They will be added…”) |
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(Không hiển thị 3 phiên bản của cùng người dùng ở giữa) | |||
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• As a salesman, create and confirm a Sales Order for the services delivered to your customer. Don’t put any expense in the order. They will be added automatically once posted by the accountant. | • As a salesman, create and confirm a Sales Order for the services delivered to your customer. Don’t put any expense in the order. They will be added automatically once posted by the accountant. | ||
− | • | + | • Link this order to an analytic account dedicated to the customer project. You can create it on the fly. |
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− | + | '''Tip''' | |
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+ | If you track '''Timesheets''' on customer projects, Kiu ERP can create an analytic account automatically once the order confirmed. It's useful if your employees must record timesheets on customer-specific projects. To do so, open your order product (service item) and make sure '''Track Service''' is set on '''Timesheets on project'''. |
Bản hiện tại lúc 17:46, ngày 18 tháng 12 năm 2017
• As a salesman, create and confirm a Sales Order for the services delivered to your customer. Don’t put any expense in the order. They will be added automatically once posted by the accountant.
• Link this order to an analytic account dedicated to the customer project. You can create it on the fly.
Tip
If you track Timesheets on customer projects, Kiu ERP can create an analytic account automatically once the order confirmed. It's useful if your employees must record timesheets on customer-specific projects. To do so, open your order product (service item) and make sure Track Service is set on Timesheets on project.