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Handle the e-invoice requests your buyers raise · presentation 3 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Handle the e-invoice requests your buyers raise · presentation 3 of 5

Read the buyer's screen before you answer

You can look at what a GadgetSphere shopper is looking at, say what each of their three counters actually counts…

Step 1 — Know that In Queue is three situations wearing one number

You will stop reading a shopper's In Queue count as good news.

Screen capture pending the demo tenant

The storefront widget's Requested E-Invoices view with the four counters — All Invoices, In Queue, Validated, Validation Error — above the list

Step 2 — Know exactly what Validation Error means

You will treat that counter as precise, because it is.

Invalid

An e-invoice whose status came back Invalid

Step 3 — Know why they cannot simply correct it and ask again

You will know which side of the fence a fix sits on before you promise anything.

Invalid

…whose e-invoice came back Invalid is genuinely stuck — only you can…

Step 4 — Know the one case where they can help themselves

You will stop doing work the buyer could do faster.

What this step names
  1. If the details were wrong — a mistyped tax number
  2. A missing city — the shopper can correct them and request again
  3. It will go through

Step 5 — Remember how little a guest can see

You will judge what a buyer is able to check before you ask them to check it.

Where this step sits
    flowchart TD
  s1["1. Know that In Queue is three…"]
  s2["2. Know exactly what Validation Error means"]
  s3["3. Know why they cannot simply correct…"]
  s4["4. Know the one case where they…"]
  s5["5. Remember how little a guest can…"]
  s6["6. Answer with the pool row in…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;
  

Step 6 — Answer with the pool row in front of you

You will have a reply that is true the first time.

What you do
  1. Find the document by its number in the pools

NarrationSlide 1 of 7

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