Correct POS readings, branches, and terminals

Correction controls help an accountant explain which readings should contribute to an unsent sales period. They preserve the original source and record the person's action.

Exclude or restore a reading

1. Open the month from Sales periods.
2. Open the reading from its terminal/day grid.
3. Choose Exclude this reading and give the required reason.
4. Wait for the month to recompute, then inspect the changed plan.

Use Restore when a previously excluded reading should contribute again. A reason should explain the evidence, such as a superseded reading, rather than merely say “to remove the hold.”

A terminal was not used

A missing-terminal hold offers Not used this month. Use it only when the terminal genuinely did not operate in that month. It applies to that month, not every future period. Use Used this month after all to reverse the declaration.

Admins manage persistent terminal and branch settings in Company settings → Sales. Renaming a branch affects references for unsent planned invoices. Already-sent invoices keep their reference.

Recompute and wait

Choose Recompute to rebuild an unsent month's plan from current readings and settings. After a correction, the page says it is recomputing while waiting for a new plan. Reload if the page tells you the state changed.

Recompute does not send an invoice, and it does not modify an invoice already sent to Juan. An unresolved recompute should be investigated from the displayed message rather than answered with another release.

A file took the wrong road

Open its What is this file? or Read this file as… control where offered. The alternatives depend on the existing work and send state. Read the confirmation before changing it; changing a road is separate from choosing invoice versus credit note.

If the source has already contributed to sent work, stop and review that work with an admin. Correcting the input must not silently rewrite the company's recorded sales.