forgive me for asking.
Does anyone have an example or template for managing work reports or delivery notes for commercial and technical use?
I’m trying to do it, and since I don’t have much idea, I’m running into a lot of difficulties.
I don’t know how once a work report has been created, through another button or form to be able to search and edit it.
And besides, can a delivery note be made where the salesperson makes an estimate?
These are delivery notes where the salesperson enters a client, performs the visit report and incidentally creates the budget (services, quantities,…) then the technician performs a free installation and then the salesperson closes (sells or not) the delivery note.
as you see?