How to use Checkpoints

A checkpoint is a timestamp that saves the position of the sale. This will identify changes that occur after a point in time (checkpoint), compliance or commercial.

Checkpoints are located on the overview screen, with compliance and commercial change since icons are also on the sale drop-down.

1. Checkpoints can be created automatically (on NLIS take/Sell or Financial export), or manually by a user at any time.

2. To create a checkpoint manually, Go to the Overview Tab & hit the Blue 3Dots then 'add checkpoint' button. 

   

3. Add a comment about what sort of checkpoint it is, a type (commercial or compliance) and then hit create.
4. The checkpoints will then appear at the bottom of the overview screen!