Usually at the end of the day, you will want to take the order forms that have been brought back in by your technicians and go through the orders in the database and update them to reflect changes (add-on sales) and enter the payments for the orders.
You can do this in a few different ways. Probably the easiest and best way is to use the Update Orders screen. From the Orders pull-down menu at the top, choose Update Orders. This screen will default to listing all of the orders scheduled to be done today. Using the drop-down box at the top left corner, you can view a different date or date range. Also, using the drop-down box at the top right corner, you can show the jobs for a certain vehicle, or all vehicles.
To update an order, simply right-click on the order in the list and choose View/Edit Selected Work Order. This will take you to the order form screen for this order.
If you are adding upsells or service line items that need to be counted as add-on sales for the technicians, then change the status on the order to be Adding Upsells. Then make whatever changes to the order you need to make.
Also be aware that you may need to update the Payment Terms on the order if the client is not paying based on your default payment terms (i.e. Net 30 instead of Upon Receipt or whatever). Once the order has been changed to have all of the actual services with the correct quantities and unit prices, then change the status on the order to be Done.
You will then see the Activity Details screen. On this screen, you may need to change a few things. On the Employees tab, you can choose the actual Technicians who did the job if it happens to be different than the ones that were scheduled to be on that vehicle.
Once you have the list of employees assigned to the activity correct on the right, you can click on the employee in the list and be sure he is set to the correct commission level in the drop-down box with that label. You will see a figure representing the commissions he earned for this order. When the correct employees have been assigned to the activity, then you may also need to go to the Date/Time tab of this Activity Details screen and at the bottom set the Actual Start and Actual Finish date and time for the job.
Adding Payments to Orders
When you have all of this activity information updated properly, click the OK button at the bottom to go back to the order. Now the only thing left to do is enter any payments for the order that have been collected. Do this by clicking the Payments button at the top. Then click the Add Payment/Correction button at the bottom. The balance of the order will automatically appear here, so normally all you have to do is enter the Check number. Of course, you can choose from Cash or different credit card types if their payment method was not via Check.
When you have entered the payment, you can click OK, and you will be back on the Update Orders screen where you can move on to the next order in the list.
After updating all of the orders, you can print whichever ones are invoices that you need to mail out from this screen also. You will want to be sure that you go through this process for any order you have entered eventually.
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