Understanding the Difference Between Voiding a Report of Sale and Rolling it Back

When working with reports of sale (RS) in Desking, it's important to understand the difference between voiding a report of sale and rolling it back. This distinction is crucial as it determines whether the vehicle has been delivered to the customer or not.

Voiding a Report of Sale

Voiding an RS occurs before delivery of the vehicle to the customer. This means that if there are any issues or changes that need to be made before finalizing the sale, you can void the report of sale without affecting any completed transactions.

Rolling Back a Report of Sale

In contrast, rolling back an RS happens after the vehicle has been driven off the lot by the customer. This action is taken when there is a need to reverse or undo a transaction that has already been completed and delivered.

Making Decisions in Desking

Within Desking software, you have the option to mark an RS as either void or rollback based on this distinction. It's essential to choose carefully depending on whether or not the vehicle has been delivered to ensure accurate record-keeping and transaction history.

Determining Usage

There isn't a specific rulebook dictating when each action should be used; instead, it depends on individual circumstances and whether delivery has occurred. By understanding these differences, you can effectively manage your sales process within Desking software.