Traditionally, when a widget came to our shop for repair, we would create a work order and add a line item called "free diagnostic". when the repair was authorized, we converted it to a sales order. when it was completed, it would be converted to invoice and then closed when payment was received and the widget returned to the customer.
we repair and sell both products and services.
any suggestions of similar workflows would help. thanks.
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 4/14/13, 5:24 AM|
|Seen: 1439 times|
|Last updated: 3/16/15, 8:10 AM|