The reason to complete a transaction is to finalize the transaction, update all reports and invoice, along with send any automatic email notifications, if applicable. To have an email notification to be sent to a contact for a completed Inbound, that contact must be setup for this within Customer > Contact Info > Contact Person > Inbound. See Contact Info Tab for more information.
When attempting to “Complete” the transaction, a warning will appear to make sure this is what you would like to occur. The warning is important as, once the transaction is Completed, no changes can be made to the transaction. So, if necessary, cancel the action, review the transaction, make any changes needed and then proceed to “Complete” the transaction.
To complete an Inbound Transaction:
1. Drag a card from “Receiving” to “Completed.”
2. A warning pops up indicating that details on the transaction cannot be changed once the warning is confirmed. Either Cancel or Continue.
3. If you continue, the transaction is completed.