1. Purpose
The program allows to automatically to check and finalize COD received from the shipping partners, so the manager does not need to manually check and save a lot of time and effort from finalizing.
2. Instruction steps
Step 1: On Order screen, the manager checks Cross-check, Add cross-checking note
Step 2: Add cross-checking note (there 2 ways)
- Select shipping partner. Then select tracking number in the list.
*Note: If you do not select any shipping partner, the program will not load list of tracking numbers. The program only loads list of tracking numbers of the shipping partner on the note and with the status: Waiting for COD and Failed.
- The manager selects Import and download the template file. After that, the manager enters full information in the import file and then import it to the program.
Step 3: Save and select cross-checking
- If there’s any difference, the manage will save it for the next cross-checking. The saved note will be in the status “Checking” and cannot make payment. The manager can print or export the cross-checking file and send it to the shipping partner to check.
- If there’s no difference, the manager clicks Save. The program will enable Pay button.
Step 4: Make payment or confirm cross-checking
- The manager clicks Pay, select method of payment: collect COD and pay shipping cost to the shipping partner. Click Pay.
- The cross-checking note will be moved to Checked status after getting paid. The program will update it to the report Debt\Shipping partner.
- If COD and shipping cost are 0, the manager only needs to confirm cross-checking.
