Create Service Tasks

This section describes how to create service task to assign a consultant to a particular session / service

What is a Service Task?

It is a listing of the consulting session tasks, where we can assign a consultant to a particular consulting session and manage the consultant fees.

Create Service Tasks for the Sales Entry

To Create a Service Task for the sales entry, go to the particular sale entry -

• Path : Menu -> Sales -> All Sales -> Select your sale entry

• Click on Options icon.

• Click on Create Service Task button.

At Veepan, the Service Tasks are created with a single click!