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  1. Locate the "Completed" column in the "Customer Invoices" module.

    1. You also have access to do this in the Order Entry module which will mark it as complete in the Customer Invoice module.

  2. We recommend placing this column up front for easy access and a visual reminder to complete orders. We also reccomend to work this step into your Action Items workflow as a Pre-Quisite or Completion Task to ensure this step is always getting tackled.

  3. Select the check box under the "Completed" column for the order you wish to complete.

  4. Press "Tab" or "Enter" on your keyboard to confirm your selection.

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  1. Go to the "Analysis" menu and choose "Print Reports."

  2. Select "Profit Report (Orders Completed)" from the options.

  3. Set your preferred date range for the report.

  4. Click "Run Report" to generate the Profit Report based on customer payment dates.

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You must complete your Orders before you can complete the entire Project. See here for more information on Completing Projects.
Note

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Info

Notes:

  1. Updating Completion Dates: To modify the completion date, you can adjust the "Completed On" column in the "Customer Invoices" module.

  2. Date Range for Profit Report: When setting the date range for the Profit Report, include the day after the desired completion date to ensure accurate reporting (e.g., To include orders completed on 5/19, set the date range as 5/01/2019 through 5/20/2019).

  3. Completing Orders also affects other reports in e-manage|ONE such as the “Order Status” grid from the Today panel. It will fall off of that report when the Order has been marked complete.

  4. Recently Completed Orders: Check the "Today" tab to find your recently completed orders.

Note

You must complete your Orders before you can complete the entire Project. See here for more information on Completing Projects.

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Note

You will get a warning pop up box when you Complete an Order to prompt you to also complete the Project. Typicall you want to say “No” and ensure the Sales Commissions have been scheduled before Completing the entire Project.

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See here for additional details on Completing Projects

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