Exceptions
Exceptions are a way to describe unexpected issues on shipments and invoices Exceptions can be auto-applied (set up by Loop) or user-managed labels. What can you do with exceptions? There are four actions:
Add exception types to shipments and invoices
Resolve to indicate the issue is addressed
Remove to indicate the issue does not need to be addressed
Reopen a resolved exception - to indicate what was previously thought as resolved still has an outstanding issue of some sort
How to add an Exception
You can create an exception on a payable invoice with the three-dot button on the upper right-hand corner or the invoice card under the Shipment tabs
Select the Exception tag from a drop-down list
You can create a new exception in the settings tab under “Exception types”
Add a note to give more context to your team
The exception will appear on the top of the invoice or shipment as a tag
How to edit an Exception
By clicking on the exception tag, a right-hand panel will appear for further functionality
Resolve - select the button once the issue has been taken care of
Once an exception has been resolved - click on the tag to reopen to indicate what was previously thought as resolved still has an outstanding issue
The three dot button provides edit and removal ability
You can edit and delete the note or remove the exception altogether
You can also add a new exception on the panel
How to Find an Exception
In the “shipment” or “invoice” tabs, use the quick filter to find expectations
Additionally, you can filter by Exceptions
How to Create an Exception
In the Settings Tab click on "Exception Types." You can view all the created Exceptions and create a new one by clicking on the "create exception type" button on the upper right-hand corner.
Provide the exception with a name then click "Create" to save.
