How to add a lost or damaged charge by hand
How to add a lost or damaged charge by hand. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Damage review and press New charge.
- Choose the Customer (required), and the job, agreement, return ticket and Item if known.
- Choose the Kind (Damaged, Lost, Cleaning or Repair), enter Qty, Amount and a Description.
- Leave the Status as Pending Review and press Save.
Tip
It then appears in the Pending Review list for approval. The Owner / Administrator, Office Manager, Yard Manager and Accounts & Billing can create charges. Charges that come from a return check-in are created automatically - you do not need to add those again.