Assign a Consultant to each Consulting Service

This section describes how to assign a consultant to the session / service.

Steps to assign a Consultant

  1. Soon after we create Service Tasks, the system automatically takes to the Service Task page.

  2. If not, click on Menu -> Sales -> Service Tasks, and select the particular Service Task.

  3. In Services section, click on Edit icon below Status

  4. Edit Service page is open, assign consultant here,

    • Service Date - Enter the date on which the consulting session / service will be delivered to the customer.

    • Start Time - Enter the start time of the session / service.

    • End Time - Enter the end time of the session / service.

    • Assignee - Select the Consultant who is to be assigned for the session / service.

    • Total Amount to Pay - Enter the total amount that will be paid to the Consultant for their session / service.

    • Apply TDS - Select this, if TDS should be applied.

    • With GST - Select this, if GST is also applied.

  5. Click on Update button.

Mark As Delivered

  1. When the session / service is delivered, click on Mark As Delivered button for the corresponding session/service.

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