How to Change the Visit Type For a Completed Visit
Available in version 1.2.3 We introduced this feature specifically for instances where a driver physically collects from a POS but does not change the visit type from Service to Collect and record the money bag number in Gimme Field.
- Navigate to the POS' Visit Details page by selecting the visit date on the Operations page, then search for the targeted POS.
- Select the text below "Visit Type."
- Select the desired visit type: Service or Collect.
- If "Collect" is selected, a text box will appear to add the money bag number. Enter the correct money bag number.
- Select "Done"