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New Parts Invoice

  • Updated

Quote or Invoice?

New Parts Quote is used to provide pricing to a customer, or to keep track of customer appointments with the parts department. New Parts Invoice is used to sell over the counter or start a special order for parts.

New Parts Quote/Invoice

  1. Open the Parts & Service module.
  2. Click the New Parts Quote or New Parts Invoice quick link on the left side of the screen.
  3. Click Add New Entity.

partsinvoice_addcustomer.png

  1. Enter the customer’s first and last name.
  2. If there is no duplicate customer, you can click the Create New button to add the new customer.

partsinvoice_addcustomerprofile.png

  1. Enter the customer information and click the Save button.
  2. Select the X button to close the customer profile and return to the part quote.

partsinvoice_addpart.png

  1. Type the Part Number to add it to the quote. You can choose the ellipsis button (...) to open a part search window to select a part and add it to the quote.
  2. Click the Print button at the top to print a copy of the invoice.

partsinvoice_print.png

  1. Select the Cash Out button at the bottom of the window. This will move you to the sales register screen to take payment.

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