Create an order

• 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.