Invoice Adjustments (Check Off)
How to activate item check off for delivery/pickup schedule
- From the main menu strip at the top, go to Setup > Preferences > Restrictions.
- Check the box Check Off Delivery/Pickup items.
- Scroll down and click Save Changes.
Using the Check Off Items screen
In Sales/Hire > Delivery/Pickup Schedule, the usual 'Complete' button will now appear as Check Off, which takes you to the Check Off Items screen allowing adjustments and extra items to be added. Use the Increase/Decrease buttons to adjust the number of items delivered. Use the 'Reason' to enter a reason for the adjustment.
Additional items can be added to the job by clicking the Add Extra Items button. In the popup, you can search for an item, them tap the item to highlight in green, then adjust the Qty Items if required, and click "Add Item(s) to add them to the job.
All items in the list must be checked using the Check button on the far right before you can complete the job by clicking the Save Changes button.
Adjustments are not made directly to the Invoice. An Adjustments reminder will appear in the Reminders List on the main screen. Click the reminder to view the adjustments. All adjustments that have not been actioned appear in the Pending tab. You can click the adjustment to edit the invoice directly, or click the eye icon on the left to preview the invoice. Click Accepted once you have made the changes to the invoice, or click Declined if you reject the changes. These are just icons to indicate whether you accepted or declined. Marking adjustments as 'Accepted' does not automatically apply changes to the Invoice. This feature will be available in a future update.