Steps for franchise quantity entry
- 01
Open period entries on the Units page in Billing and choose the rule and period that need counts.
- 02
Enter each franchise’s count for the period.
- 03
Fix any count Granite flags, or one someone else changed since you opened the page.
- 04
Submit the counts and check the period shows as complete.
What the finished work leaves you with
A quantity batch for one rule and cycle that shows changed rows, any errors, the preview, and who submitted it.
What to do when the review finds a problem
You are not sure the rule, period, or franchises are right
Stop and pick the correct rule and cycle.
You are reviewing franchise rows for the current cycle
Enter only the quantities that changed, and keep unchanged values the source confirms.
Rows show errors or were changed by someone else
Fix missing or invalid values, and reload any row someone else changed, before approving.
The preview matches the source and review is done
Submit only the rows the preview shows as ready, and keep the result.
A common mistake to avoid
Replacing a blank or unchanged quantity with zero without confirming that zero is correct.
Franchise quantity entry checklist
Use this checklist each billing cycle that needs unit quantities from franchises. It confirms the rule and period, checks the franchise rows and source numbers, clears errors and out-of-date rows, and keeps the preview and final status after you submit.
Before you start
- Open unit billing with the right rule, cycle, and franchise rows selected.
- Gather the source quantities and note any rows that should stay blank or unchanged.
- Decide who checks errors and who can submit the entries.
When a franchise quantity entry is rejected or out of date
Quantity entries belong to one billing rule, one period, and the franchises assigned to it. When a row is rejected or out of date, keep the source count and reload the row before editing, or a well-meant fix can overwrite someone else’s newer change.
A row is rejected because the quantity is blank, invalid, or out of range.
Check first
- Confirm whether blank, zero, and a positive number mean different things for this rule.
- Check the number format, sign, decimals, and allowed range.
- Compare the row with the source count and the rule’s unit.
Next action
Fix the value from the source, or note why a blank or zero is intended. Leave the row out of billing until the error clears.
Confirm the result
The row saves without an error, shows the intended count, and appears in the next preview.
A row is flagged as out of date after someone else edited it.
Check first
- Note the franchise, rule, period, and message before refreshing.
- Compare the current value, and who changed it, with the value you loaded.
- Check whether the other edit changed the quantity, assignment, or period.
Next action
Reload the row, compare it with the source, and only enter a new value if it still differs. Do not paste your old value over a newer edit.
Confirm the result
Your save is based on the current row, and the history shows both the earlier edit and the final one.
Expected franchises are missing from the list.
Check first
- Confirm the selected rule, period, and franchise filters.
- Check whether the missing franchise is inactive, unassigned, or already completed for the period.
- Compare the list with the rule’s current assignments.
Next action
Fix the rule’s assignments, then reopen the entries for the same period. Do not add a franchise by hand just to make the count look complete.
Confirm the result
Each assigned franchise appears once, and any left out are explained.
The preview total differs from the quantities just entered.
Check first
- Compare the preview time with the latest save.
- Check whether the preview leaves out rejected, out-of-date, deferred, or inactive rows.
- Add up the included quantities using the selected rule and period.
Next action
Fix any excluded rows and rerun the preview for the same rule and period. Handle deferred or blocked rows separately rather than changing quantities to hit the expected total.
Confirm the result
The preview shows included and excluded rows, and its total matches the latest saved quantities.
When you need to hand it on
- Include the rule, period, franchise, source count, exact error message, and who last edited the row.
- Keep the original entries and source count when two people edited the same row or the period was corrected.
- Ask the billing owner to approve any change to a completed or already reviewed row.
Link to the record instead of copying passwords or unrelated personal details into your note.
A situation to work through
One franchise has not entered a quantity for this cycle, and another has entered zero. The reviewer follows up on the blank and checks that the zero is intended before the period closes.
Keep blank and zero separate, confirm the franchise and cycle, and note who made each correction and why.
This is a planning example, not a customer result.
How do teams enter recurring franchise counts?
Open the unit rule and period, enter each franchise’s count, fix anything Granite flags, and submit. A blank count stays open; a zero closes it with no charge.
Put the workflow into practice
In Granite, counts are entered per franchise and period, blanks stay open, and submitted counts go onto the next invoice.
Set it up in Granite with your own franchises, reporting periods and billing rules.