1. Select order management
2. Select End of Day
Statuses of Routes
a. On Truck – Route still in progress (desktop cannot force a device to complete, all invoice sends must come from the device)
b. Uploading – Device has started upload process
c. Complete- device has completed upload
d. Processing- Server is processing device end of day
e. Read Error – Server encountered an error with data
f. Unsettled- Route is completed, awaiting settlement process
g. Settled- Desktop has completed settlement process, invoices can be sent to accounting system
h. Posted – Route level information has been posted to accounting system (legacy option, no longer used)
3. Choose the route to balance and settle by double clicking the row
4. Verify visual out of balance warnings
5. Verify product screen
- Blue items are over sold
- Red items are product that is short or missing
6. Verify invoice, payment and non stops
7. Edit a transaction and email or print if needed
8. Verify presales
9. Verify expenses – these do not push to accounting, they are reference only
10. Change status to settled and acknowledge warnings
11. Press save
12. Return to End of Day list and repeat for other routes in Unsettled status
