The numbers don't match
Two screens show different figures for what looks like the same thing. Almost always they count different things: with or without VAT, which day, which orders, which customers. Who it happens to: office staff and supervisors reading the day. Where in the cycle: Reconcile what is owed.
Check, in this order
Section titled “Check, in this order”- With or without VAT? Slflo shows orders before VAT and invoices with VAT. Most differences end here.
- Which day? Some screens start on today, some on every day, and some always show now whatever day you pick.
- What counts? Declined and cancelled orders, booked orders not yet delivered, returns, and customers who owe nothing are each left out somewhere.
- Has the phone synced? Phone work counts only once it reaches the office.
Figures that differ on purpose
Section titled “Figures that differ on purpose”| You compare | Why they differ | Trust |
|---|---|---|
| Dashboard order value and the Orders strip’s Value | The dashboard is with VAT and leaves out declined and cancelled orders; the Orders strip is before VAT and counts every order received. | Both, for what each says |
| An order’s Total excl. VAT and its invoice | The order page’s Total is before VAT; the With VAT row under it is what the invoice bills. | The invoice |
| An approval limit and the order’s total | Approval limits (Largest order) are compared with the total before VAT; credit limits with the total with VAT. | Both rules apply |
| A shop’s Still owed fell, with no payment | A credit note or money on account was set against the invoice. The statement shows which. | The statement |
| A customer missing from Receivables | Only customers who owe more than zero are listed. One in credit or owing nothing is found with Any outlet. | Any outlet |
| End of day for an older date | “Still out” and the expected cash are what the rep carries now, whatever day you pick. | Sign each day off on the day itself |
| Targets order value and the day’s orders | Targets count orders once they are delivered and invoiced, with VAT; returns aren’t taken off. A booked order counts when the office delivers it. | Both |
| Returns tiles and the server’s ceiling check | The tiles are worked out in your browser from the customer’s last 50 returns. | The server’s check |
| The rep’s Van tab and the order screen | Until a sale syncs, the Van tab still counts it; the order screen shows what is really left. | The order screen |
| A morning of zeros on the dashboard | Orders and visits count once the phones have sent them. | Wait for the reps to sync |
Example
Section titled “Example”On the Nile Fresh day, at 11:10, the Orders strip reads Received 2 · Value 1,600: SO-000001 (1,200.00) and SO-000002 (400.00), before VAT. The Dashboard reads Order value today, with VAT EGP 1,824: the same two orders at 1,368.00 and 456.00. Both are right.
Delta Kiosk’s order SO-000002 shows Total excl. VAT 400.00 and With VAT 456.00 on its page. It went over the 300.00 credit limit because credit is judged on 456.00; a supervisor whose approval limit is 450 could still approve it, because that limit is compared with 400.00.
If something goes wrong
Section titled “If something goes wrong”| What you see | What to do |
|---|---|
The Orders list shows more than the strip | The list starts on every day; the strip shows today. Pick a day in the list. |
The In column has no date | It is a time only. Pick a day to know which day a time belongs to. |
A rep who worked today has no row on the dashboard | A row needs a planned stop or an order that day. |
Order value on Targets hasn't moved, though the rep sold today | Booked orders count once delivered and invoiced. Van sales count at once. |
This is above the limit your role allows. Ask someone with a higher limit to do it. LIMIT_EXCEEDED | The order is over your approval limit before VAT. Someone with a higher limit approves it. |
When to contact Slflo
Section titled “When to contact Slflo”When one figure is wrong by the rules above — an invoice whose VAT isn’t the company’s rate of its lines, a statement whose lines don’t add up to the balance, a customer’s balance that moved with nothing on the statement. Give the document numbers.