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Step 2. Check the delivered items against the ordered items, amend any orders if there are differences by changing the quantity and provide reason from the dropdown menu.
Note: When Booking Off there are a few options as screens that will be made available.
The default option allows you to Book Off or Book off and Convert to Invoice. This option is illustrated in the first Booking Off Option.
Option 1 for Booking Off- With Invoice(This is a client option, refer to your company policy for the use of this function)
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Select 'Book Off' as a default and UPDATE ORDER
Options 3 and 4 describe the option to amend the values of the items per line or for the net total of the delivered items.
Option 3 for Booking Off-You may amend the unit price column (This is a client option, refer to your Company Policy on the use of this function)
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This is useful when you have ordered multiple items by weight, for example you ordered 1kg of tomatoes but received 1.01kg, the same for other weighted goods
Option 4 For Booking Off-Auto Adjustment Book Off processes
If you can see the 'Net Amount' field that can be amended (See Related Guide for Auto Adjustment Book Off-This is a client option, refer to your specific company policy )
You can amend the net amount on an order, this option is useful if you are receiving weighted goods that change in value each time time.
(Refer to your Gatekeeper for Permissions to Auto Adjustment Book Off.)
Back Order option:
Please note : You have the option to select Back Order if the supplier has agreed to deliver part of the order at a later stage.
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