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Swapping out a crew member

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Replacing Crew : No Orders Placed

 

If someone has no orders raised for their shifts, you can just go into the Position column and set the allocation to cancelled instead of booked

 

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You then get a dialog asking whether you want to cancel the position all together or just the person

 

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So we select person only

 

You can then select another person to take their place

 

Replacing Crew : Orders Placed

 

If someone has orders against the bookings then it is a similar procedure , however we have to clear the purchase orders

 

In this example Adam is booked on the 29th it has a green thumbs up so the order has been placed.

 

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In which case if you follow the same procedure - we set him to canceled as before and select person only  then  it will split the line to allow you to add an alternate crew member

 

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To cancel the order for Adam, Click on his name and then press manage orders at the bottom of the form and either Append the PO or Raise PO for difference which will create a matching credit note or append the cancellation amount to the existing PO

 

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Once the order is cleared you can then delete Adams shift by right-clicking on it and selecting delete

 

 

You can then click on the 'unprocessed' (1) select someone else (2) and book them (3)

 

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The display then shows

 

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So you can see Adam is canceled and Alistair is now booked