Completing Customer Orders is a crucial step in your business process, enabling accurate profit reporting and project management. This guide will walk you through the simple steps to successfully complete an order and generate the Profit Report (Orders Completed). Best Practice is to complete the Order at the time of full customer payment being received.
Step 1: Check Outstanding Receivables
Open the "Customer Invoices" module to view the payment status of your orders or invoices.
After receiving full payment, you will notice that the Outstanding Receivables for the selected order shows $0.00.
Step 2: Mark the Order as "Completed"
Locate the "Completed" column in the "Customer Invoices" module.
We recommend placing this column up front for easy access and a visual reminder to complete orders.
Select the check box under the "Completed" column for the order you wish to complete.
Press "Tab" or "Enter" on your keyboard to confirm your selection.
Step 3: Generate the Profit Report (Orders Completed)
Go to the "Analysis" menu and choose "Print Reports."
Select "Profit Report (Orders Completed)" from the options.
Set your preferred date range for the report.
Click "Run Report" to generate the Profit Report based on customer payment dates.
You must complete your Orders before you can complete the entire Project. See here for more information on Completing Projects.
Notes:
Updating Completion Dates: To modify the completion date, you can adjust the "Completed On" column in the "Customer Invoices" module.
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).
Recently Completed Orders: Check the "Today" tab to find your recently completed orders.
See here for additional details on Completing Projects (typically handled after sales commissions).