Issue | What You’ll Notice | Why It Happens | How to Fix It |
Work order is locked | Cannot edit items, cannot reconcile again, order appears frozen | The entire work order was reconciled at once instead of partially | Go to Non-Inventory Payment History. Locate and delete the incorrect payment. Re-split or partially receive the items correctly. |
Splitting a large work order is difficult | Long scrolling, accidental item selection | Too many items in one group | Break the work order into service groups such as Tile, Grout, Carpet, and Accessories. |
Wrong item removed when splitting | Item disappears from the order | Item was removed during the split process | Set the item status to New. Remove it using the X. Return to the original order cart and use Add Product to re-add the correct item. |
Partial payment total is incorrect | Total does not match the vendor invoice | Quantities not zeroed out, freight or pricing entered incorrectly | Reopen the partial receive window. Set quantity to 0 for items not received. Enter freight on the line item, not the header. Confirm totals match the invoice and save. |
Payment will not sync to QuickBooks | Payment shows as unsynced or missing in QuickBooks | Vendor names do not match between systems | Go to Settings → Integrations → QuickBooks. Link Floorzap vendors to QuickBooks vendors. Return to Non-Inventory Payment History and re-sync the payment. |
Items do not appear for reconciliation | Items are missing from the reconciliation screen | Items are not in Ordered status | Open the work order. Change item status to Ordered. Refresh the reconciliation screen. |
Partial receive screen does not calculate correctly | Totals do not update or calculate incorrectly | Missing confirmation, incorrect fields, or quantity mismatches | Verify quantities, zero out unreceived items, add freight to the correct line item, then click the checkmark to recalculate. |