Completing Orders / Project Final Profit Report

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

1. Open the "Customer Invoices" module to view the payment status of your orders or invoices.

2. After receiving full payment, you will notice that the Outstanding Receivables for the selected order shows $0.00.

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Step 2: Mark the Order as "Completed"

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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Step 3: Generate the Profit Report (Orders Completed)

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.