Complete a Restock
This guide is designed to assist when you have completed your onsite service restock, entered and checked the order products (including new products or service items). It assumes you have completed any approval or confirmation process with the client and are ready to bill the client.
Warning: Following this process will invoice the client, this is the last step before moving onto your next job. Once complete you cannot roll back, you will need to Create a Credit Note Request to correct any issues. It will also lock the Service, no further changes will be possible.
Note: Formerly you needed to go into MYOBA to invoice the client this has been automated and s no longer required for SA
Initial Search
This guide assumes you are already in the service record for the restock you wish to complete. If this is not the case, please Complete a Search and locate the service before commencing.
Select Complete
You should already be in the service record, from here you will select the "Complete" button this will begin a guided process to complete the order.
Note: If you are still in the order, please return to the Checking an Order guide for a screenshot to return to the service.
Add a Service or Restocking fee
Depending on your state requirement or the specific agreement with the client you may need to add a service, kit or restocking fee. To do this you will tick the checkbox of the fee or fees to use as well as adjust the quantity per any requirements with the client agreement. Once this is done select "Next"
Note: All dollar values are ex GST
Select how many kits were restocked
In this section there are a number of fields that are left over from an older process, the only fields that need to be completed are the "Kits Serviced", "AED's Serviced", and if you track it "Diagrams Serviced" this allows us to have more accurate expectations of the time needed in the future, particularly if the client under reports the number of kits they have on a site.
Select "Next" once the data is entered.
Note: All other field information is managed elsewhere and there is no need to fill the fields here.
Take payment
You are now given the opportunity to either take payment or process the restock as "Invoice" invoicing the client for future payment. The window will default to the Credit Card interface. Select the raidal button to the right of the text to select the option you wish to use.
Note: In SA Restockists do not take cash. as a result this guide does not have a "how to process cash" stage presently. (As SA has written it) In the event this changes, this note will be removed.
Note 2: This is a unique payment interface to the rest of the system, if you are looking to process payments anywhere other than the restocking tool you will need to look here.
On Account
When the client wished to pay by invoice you will select the "Invoice" radial button and enter a PO number from the client. You will then submit
Note: The client may choose to provide their name as a PO number, this is generally fine assuming there is no known requirements of the client to have specific PO numbers on invoices.
Note 2: You cannot leave the invoice number blank
Note 3: Pressing submit completes the restock and locks the service.
Credit Card
If the client wishes to pay by credit card please enter their details and select "Submit". The system will alert you of a successful transaction.
Note: If the transaction fails you will need to check the details before submitting again
Note 2: Selecting submit completes and locks the service
Next Steps
This completes the service and restock process, you can confirm this by seeing the status of "Completed" on the service record.
