01
Start with the facts
Sign in. Confirm the customer, project, actual job province and agreed work.
WHAT CONFIRMS PROGRESS
Learn this task · Lesson 1 →The right workspace and job are in view.
ISH COMMERCIAL OS / USER JOURNEY
Know the next step.
Finish with confidence.
A practical map for Ronald and the team. Follow the person doing the work, the decisions they make and the evidence that each step succeeded.
THE TASK
Quote to invoice
Turn an agreed job into a checked commercial document.
Select a step for its actions and checks. On a small screen, swipe the overview sideways.
- 02
Prepare the quote
Choose Quote a Job. Give Lerato the scope, quantities and supporting references. Review the proposed action before approving it.
WHAT CONFIRMS PROGRESSLearn this task · Lesson 2 →A saved quotation draft with the work, unit and price basis.
- 03
Agree the commercial basis
Review the quotation and record acceptance through the agreed company process.
WHAT CONFIRMS PROGRESSLearn this task · Lesson 2 →The accepted quote provides the invoice starting point.
- 04
Edit the actual invoice
Create the invoice from the agreed quote. Work on the page, line items and layout. Check the save confirmation.
WHAT CONFIRMS PROGRESSLearn this task · Lesson 3 →The saved invoice keeps the customer, project and source quote together.
- 05
Review before issue
Open the PDF. Check scope, quantities, tax, totals, company details and banking information.
WHAT CONFIRMS PROGRESSLearn this task · Lesson 7 →The document you reviewed is the document intended for issue.
- 06
Issue and follow through
Use the authorised delivery action. Confirm the result and follow the invoice through the appropriate payment stages.
WHAT CONFIRMS PROGRESSLearn this task · Lesson 8 →Issued content stays protected. A delivery failure has its own recovery path.
THE INTENDED RESULT
An invoice tied to the agreed work, with a reviewed total and protected issued content.
The user reviews and approves commercial decisions. Assistance helps prepare the work; it does not replace the agreed scope or supporting evidence.
REVIEW THE EXPERIENCE
Can the team
complete the task?
Use demonstration records for practice. Check that the next action is obvious, save results are visible and a failed step explains how to continue. Record feedback beside the relevant lesson.
Province selection supports the actual job location. It does not, by itself, establish approved prices or delivery coverage in every province. Activation and delivery channels require their own completed checks.
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