Quote, Invoice or Parts Point of Sale?
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.
Parts Point of Sale is mostly used when a customer takes items from a display and the employee scans barcodes to ring them up.
New Parts Quote/Invoice
- Open the Parts & Service module.
- Click the New Parts Quote or New Parts Invoice quick link on the left side of the screen.
- Click Add New Entity.
- Enter the customer’s first and last name.
- If there is no duplicate customer, you can click the Create New button to add the new customer.
- Enter the customer information and click the Save button.
- Select the X button to close the customer profile and return to the part quote.
- 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.
- Click the Print button at the top to print a copy of the invoice.
- Select the Cash Out button at the bottom of the window. This will move you to the sales register screen to take payment.