Veepan
  • Veepan User Guide
  • Getting Started
  • Registration
    • Creating your Account
    • Activating Account
    • Basic Setup
  • Fundamentals
    • Invoicing
      • Create Invoice
      • Edit Invoice
      • Download Invoice
      • Record Payment for Invoice
      • Add QR Code to Invoice
      • Create Purchase Invoice
      • Create non-GST Bill / Simple bill
    • Inventory
      • Add Product
      • Edit Product
      • Importing Inventory
      • Generate Barcode
    • Services
      • Add Service
      • Edit Service
    • Sales
      • Create Sales Entry
      • Edit Sale
      • Record Payment
      • Create Invoice for Sale
    • Subscriptions
      • Create Subscription Plan
      • Create Subscription
      • Record Payment for Subscription
      • Create Invoice for Subscription
    • Purchases
      • Create Purchase Entry
      • Edit Purchase
      • Record Payment
    • Accounting
      • Balance Sheet
      • Income Summary
    • GST Filing
      • GSTR1 Json data
      • GSTR1 Filing
    • Customer
      • Add Customer
      • Edit Customer
    • Vendor
      • Add Vendor
      • Edit Vendor
    • Manage Expenses
      • Add Expense
    • Manage Assets
      • Add Asset
    • Chartered Accountant
      • Add Accountant to Business
      • Access Client Business Invoices
  • Use Cases
    • For Consultancy Firm
      • 1. Basic Setting for Consultancy
      • 2. Create Consulting Services Entry
      • 3. Create Consultants Entry
      • 4. Create Sales Entry for Consulting
      • 5. Create Invoice for Consultancy Sales
      • 6. Record Payment for Consultancy Sales
      • Create Service Tasks
      • Assign a Consultant to each Consulting Service
      • Payment to Consultant
    • For Gym Management
      • 1. Create Subscription Plan for Gym
      • 2. Create Subscription for new gym member
      • 3. Record Payment for Gym Subscription
      • 4. Create Invoice for Gym Subscription
      • Mark Attendance for Gym Member
      • Enquiry Entries for the Gym
    • For Automobile Service Center
      • 1. Basic Setting for Automobile Services
      • 2. Add Stocks for Automobile
      • 3. Create Purchase Entry for Automobile Products
      • 4. Create Sales Entry for Automobile
      • 5. Create Invoice for Automobile Sales
    • For Diagnostic Center
      • 1. Basic Setting for Diagnostic
      • 2. Create Diagnostic Tests Entry
      • 3. Create Sales Entry for Diagnostic
      • 4. Create Invoice for Diagnostic Sales
      • 5. Record Payment for Diagnostic Sales
  • Become Partner
    • For Sales Partner
      • 1. Create Account
      • 2. Send Approval Request
      • 3. How to Refer
      • 4. Track all Referrals
  • Extras
    • Keyboard Shortcuts
Powered by GitBook
On this page
  • Steps to assign a Consultant
  • Mark As Delivered
  1. Use Cases
  2. For Consultancy Firm

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.

PreviousCreate Service TasksNextPayment to Consultant

Last updated 2 years ago