An order or credit moves into the order status does not balance when it fails its 2- or 3-way checks. To review and action the order or credit please follow the steps below.
📌 Notes:
2 way check = compares the invoice tab to the delivery tab.
3 ways check = compares the invoice tab to the delivery and purchase order tab.
The checks include:
Stock (SKU) code.
Unit price.
Quantity.
Click on the Invoice tab.
Use the check box titled hide matched items.
The remaining are products identified as having differences, there's an key at the bottom of the page explaining the different colours that may appear at the bottom of the page:
Purple = additional product found.
Green = undercharge.
Red = overcharge.
To action and move the order or credit to the next stage:
Order requires a credit, click Create Credit.
Order does not require a credit, click Accept Invoice.
For all credits click Accept Credit, if a partial credit has been received, please raise a new credit for the remaining difference from the parent order.