Sage Surfaces TSM Training

Matching Queue – Incrementing/Decrementing

• All accounts, besides Floor & Décor, will create an entirely new order for any changes needed to a job. This will result in the original RO being canceled and the new RO taking its place. We will R/R (refund/rebill) within the Matching Queue • When a Change Order is submitted with a QTY being reduced, or a line item being deleted (decremented) from a SB/RB, we will not have visibility. These orders will sit in the Matching Queue while we wait for a copy of the SB/RB from KBSS. We will then manually override the Retail Orders to reflect what was sold at FD. These are typically linked as a true ‘add-on’ order (Parent/Child) in HAUSPro

As shown to the left, once an order is linked, the add-on (child) order will take the retail order (parent) date. All CFI dates, order notes, and file attachments will then be shown on all linked orders.

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