How to accept customer's service order and process it?
James Taylor
Last Update vor 3 Jahren
After Service Consumer places an order, it goes to the Service Provider. As a Service Provider, you either accept or reject customer orders.
Enter the Customer Order link available at the button navigation menu as shown below. Enter Accept button to accept and the Reject button to reject the order.
As a Service Provider, you can assign a task to another staff/Assistant or yourself.
After a task is assigned to staff. The Staff can accept or reject assigned tasks according to his/her availabilities during customer-provided -preferred times. As a Service Provider, you can track the status of task progress from the Customer Order page.
When a task associated with a service order is completed and the customer confirms delivery of service as expected, you can see billing detail like Total Quantity. Rate, Discount, Tax, Sub-Total and Order Total, etc from the order detail page.
The staff/assistant gets customer signature to confirm delivery of service as he/she expected. Then, the customer will be presented with the Pay button on Purchase Order History on the customer account. Remind the customer for payment as soon as you get the customer's signature confirming delivery of service as he/she expected. You can track the status of payment from order detail.
Account > Purchase Order History
Congratulation!
Customer service order is now delivered.