Last complete source check
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Documents received
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Invoices, cash sales and credit notes
Needs review
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Posting differences and credit references
Connection and posting status
Sales documents are retained with revision history. Duplicate retries do not create another document.
Customer loyalty awards from sales remain under review. Gift stock is entered by advisors in AutoCount; CRM reads and checks designated gift codes and redemption references.
CRM bill reconciliation
Checks bill number, workshop, vehicle plate, amount and source posting. A match does not confirm customer ownership or award points. Payment dates may differ from invoice dates.
Gift stock · AutoCount read-only check
Branch setup and Windows installer
Use MCC-REWARD-001 to MCC-REWARD-005 only. Advisors enter one Stock Issue per CRM gift reference, with UNIT, the mapped stock location and the exact quantity. Paste the CRM reference into Ref. Doc. No. and copy the recipient name and WhatsApp text from CRM into Description.
Gift redemption trace
Gift movement review
Review queue
Up to 100 recent exceptions. Original invoice references must be verified before a credit reverses customer points.