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Adjustments to Sales/Orders
Jesse
suggested this on October 02, 2010 07:06 pm
We had a funeral order where several people made payments on a deferred invoice. The last payment was made in error, too much, therefore causing the complete invoice to be marked as paid.
A user with sufficient access should be able to make adjustments. Completely voiding a transaction, with multiple payments and histories, and re-entering is not a solution.
The ability to make any adjustments to a sale or order at anytime would be greatly appreciated. Currently, the only way to resolve something is to void and recreate the order. This is a significant waste of time and resources. Opening a sale or order to make an adjustment should really be the answer.
Comments
Is there an echo in here??????
I think I've asked for this to be possible for a very long time. It is a very legitimate concern and a weakness in the floristware system. I don't think every employee needs this available, but it should definitely be available to managers. Like Jesse said above this is a huge waste of time to have to delete then reenter, and getting used to the system so these errors aren't made isn't the answer, I have been using it for years and still make this mistake.
I would love to be able to make adjustments to sales after they have closed, sometimes it is just necessary. all of the other florist and other POS software I have used allows this option.
Thanks
For accounting best practices and most importantly, security - you do not have the ability to retroactively adjust any sale already considered paid for.