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Trade Out Products On Mobile Invoice Edit

Driver/rep steps for trading out a damaged or returned product for the same product on Mobile Invoice Edit in Encompass Mobile, with a reason code. Requires v21.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 21.01

Steps

Trade Out Products On Encompass Mobile
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1. Navigate to Mobile Invoice Edit and tap a Product.
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2. In the Purchase box, enter the number of cases or units that will be traded out.
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3. Tap 'Trade Out'
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4. Select a Reason Code for the Product being returned.
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Best Practices

  • Trade Out can only be used when replacing the returned Product with the same Product.
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