See how to use Nex to control your service orders.
Here you will learn how to control your service orders through the program, registering the service as a product and issuing quotes to control the products and services provided, until the customer makes the payment.
1.1. On the product registration screen, fill in the NAME field with the name of the SERVICE.
1.2. Fill in the SERVICE PRICE.
1.3. Enable the ALLOW PRICE CHANGE AT THE MOMENT OF THE SALE option.
1.4. Uncheck the CONTROL STOCK option.
1.5. Click on the ARROW on the UNIT OF MEASURE field.
1.6. Click on the ADD (+) button.
1.7. Register the UNIT OF MEASURE for this service and then click on OK. In this tutorial, we will use the HOURS unit of measure.
1.8. Fill in any other information you deem necessary and click on SAVE - F2.
2.1. On the Sales screen, click on NEW QUOTATION - F5.
2.2. Select the desired SERVICE.
2.3. If you wish to change the price at the time of the transaction, click on PRICE and enter the price for this service.
2.4. Click on SEND.
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2.5. You can use the EXPIRATION option to control the date on which the service will be provided. To do this, click on EXPIRES IN and then enter the desired DATE.
2.6. Click on CUSTOMER (F5) and then enter the CUSTOMER who wants the service.
2.7. Fill in any other information you deem necessary and click on SAVE (F2).
3.1. To locate the service order and make the payment, access the QUOTATION tab and then click on OPEN - F2 on the desired quotation.
3.2. Click on STATUS and then on CREATE ORDER (F4).
3.3. The quotation will open on the screen. Check the information and then click on SAVE (F2).
3.4. On the OPEN ORDERS tab, click on OPEN - F2 on the desired transaction.
3.5. Click on PAY/FINISH - F2.
3.6. Select the desired PAYMENT METHOD and then click on F2 FINISH.
Done! Now you can control your services using Nex.
