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  1. Salon + Booking + CRM + Inventory
  2. Process
  3. Service use to reviewed close-out
Process · Service use to reviewed close-out

Service use to reviewed close-out

Capture actual product use, review the submitted version and complete approved work without posting it twice.

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Step by step

  1. Record actual use Service Professional

    Service Professional prepares the service close-out against the booking. Record the service description, product lot and consumed units using the conventions agreed for the material involved.

    • Prepare service, product lot and consumed units
    • Updates Service consumption, Bookings

  2. Submit the version for review Service Professional

    Service Professional presents the Draft record as Submitted. Keep the current revision clear and provide the supporting material Salon Manager needs to understand the quantity and product lot.

    • Present the current actual-use version and evidence
    • Updates Service consumption, Record attachments

  3. Approve service close-out Salon Manager

    Salon Manager independently reviews the current submission and approves or rejects it through the configured decision path. Preserve the relevant source version and decision reason so the next action is based on the accepted work.

    • Authorize the current submission through the configured decision path
    • Updates Service consumption, Review decisions, Bookings
    ApprovalA person approves before the work moves on.

  4. Complete approved consumption Service Professional

    Service Professional runs the guarded close-out action. It freezes the submitted revision, completes the Approved service-use record and writes the operation receipt without double posting.

    • Complete approved use with a frozen revision and receipt
    • Updates Service consumption, Operation receipts

  5. Inspect the completion evidence Salon Manager

    Salon Manager and Auditor follow the completed service use and its action outcome under the parent booking. Use the booking reconciliation process to review the wider set of linked effects.

    • Review the accepted result under its parent booking
    • Updates Service consumption, Operation receipts, Bookings

Where it usually breaks

And how to keep it from happening.

  • The lot entry is unfamiliar to the reviewer. Agree the product identification convention before submitting use.
  • Quantities from different unit conventions are compared as if they mean the same thing. Confirm the quantity basis during the review.
  • A later draft is treated as the version that supported an earlier completion. Follow the accepted revision and operation evidence.

Who does what

Roles and permissions
Service Professional
, Salon Manager, Auditor, Front Desk, Admin

Set up Salon + Booking + CRM + Inventory your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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