Claiming that 2/10 times they export and try to ring up an estimate the final receipt comes out with nothing but the total (shows no items), is not talking back to Omni and marking paid(potentially?), and not relieving inventory in Eagle.
From Jim: "2 out of 10 estimates that are invoiced do not post the items to itr. The customer does not get points, the items do adjust in qoh, omni does not get updated with paid, estimate in pos is still there. Would adding the step of changing the estimate to an order first before invoicing help? I’ve added the security to our employees to do that and I’ll talk to the head cashier and managers in martinez. I cannot find a reason why. I have reviewed the keystroke logs at pos for the transactions and 50% were cashiers mistakes and the other 50% were done correctly except they invoiced directly from the estimate. One occurred when I invoiced it. The customer number was changed to rewards and the customer rounded up."
Attaching document that recorded keystrokes from a transaction to find potential error.
Claiming that 2/10 times they export and try to ring up an estimate the final receipt comes out with nothing but the total (shows no items), is not talking back to Omni and marking paid(potentially?), and not relieving inventory in Eagle.
From Jim: "2 out of 10 estimates that are invoiced do not post the items to itr. The customer does not get points, the items do adjust in qoh, omni does not get updated with paid, estimate in pos is still there. Would adding the step of changing the estimate to an order first before invoicing help? I’ve added the security to our employees to do that and I’ll talk to the head cashier and managers in martinez. I cannot find a reason why. I have reviewed the keystroke logs at pos for the transactions and 50% were cashiers mistakes and the other 50% were done correctly except they invoiced directly from the estimate. One occurred when I invoiced it. The customer number was changed to rewards and the customer rounded up."
Attaching document that recorded keystrokes from a transaction to find potential error.
omni 21228.docx