How to process a service order in Nex

Important

• This feature is available for subscribers using the Nex Premium plan. Learn more about our subscription plans.
• This tutorial is an alternative solution for businesses that need to generate service orders.

What we will learn in this tutorial?

Here you will learn how to manage service orders through the software by registering the service as a product and creating quotations to track the products and services provided until the customer completes the payment.

Let's learn how to manage a service order?

1. Registering the service:

1.1. On the product registration screen, fill in the Name field with the name of the service.

For more details on how to register a product/service, click here.

1.2. Fill in the Price of the service.

1.3. Check the option Allow price change at the moment of the sale.

With this option enabled, you can adjust the quotation price when registering the transaction if the service has a different price than the registered one.

1.4. Disable the option Control stock.

With this option disabled, stock control will be inactive for this registration.

1.5. In the Unit of measure field, click on Manage units.

1.6. Click on the plus icon (+).

1.7. Register the Unit of measure for this service and click Save - F2. In this tutorial, we will use the unit of measure Hour.

1.8. Fill in any other details you find necessary and click Save - F2.

2. Creating a quotation:

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 during the transaction, enter the price of the service in the Unit price field.

2.4. Click on Add Item.

You can add other products or services following the same steps.

2.5. You can use the expiration date field to track the date when the service will be performed. To do this, click on Expiration date - F7.

2.6. Enter the desired date.

2.7. Click on Customer - F5.

2.8. Select the customer requesting the service.

2.9. Fill in any other details you find necessary and click Save - F2.

3. Registering the payment:

3.1. To locate the service order and process the payment, access the Quotations tab and 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. Review 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/Complete - F2.

3.6. Select the desired payment method and then click on F2 Complete.

Done! Now you can manage your services using Nex.

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