You also have the option to click on the magnifying glass which will show you your list of parts. You can scroll through this list or use any of the advanced search options at the top of the screen.
Repeat these steps to add additional parts to the counter sale.
9. Once you've added all your parts to the counter sale, you can adjust the
Order Quantity,
Charge Quantity, and
Charge. Select the text field and type in the appropriate values.
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10. At the bottom of the screen there are multiple buttons. Here is an overview of what each one does.
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Void - The Counter sale will be removed from the To be Invoiced tab and moved to the History tab under the Voided filter
Save/Exit - The Counter Sale will remain in the To be Invoiced tab and you can come back to it at a later date to invoice it
Pick List - This will open up a PDF that displays all the part #'s, locations and warehouses that you need to collect for the Counter Sale
Estimate - At any time, you can click on the Estimate button to print a PDF of an estimate to provide to your customer prior to invoicing.
Copy - A copy of the current counter sale will be created. Click on View New Counter Sale to open the newly copied Counter Sale
12. Once you're ready to invoice the counter sale, you can select the Invoice Date by clicking on the calendar icon, then clicking on the Invoice button.
A PDF of the counter sale invoice will pop up in a new window.
Counter Sale History
1. To view the Counter Sale History click on the History tab.
2. At the top of the screen, you have multiple options to filter the Counter Sale History such as Location, Customer, part #, Date etc.
Click on Refresh to show a Summary of the counter sale details based on the filters you select.
3. Select the Counter Sale
Invoice Numberhyperlink to open up the counter sale and view the details.
You have the option to Delete Invoice, print the Pick List, Reprint the counter sale, or Copy the counter sale.
4. Another way to view
Counter Sale Historyis in the
Details tab.
The Details tab will show the Part Numbers that were sold and their respective counter sales.
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5. You can click on the
Show Advanced Searchbutton to search based on
Invoice #,
Sale #,
Customer PO #, or
Internal PO #.
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Retail Parts
It is also possible to create a Counter Sale using the Retail Parts tab.
1. Search for yourPart Number, adjust theQuantity, and then click on the Add button. The parts will then be added to the right side of the screen.
2. Once you are finished adding parts, click on the
Create Invoicebutton.
Note: Click on the Pricing or Stock Availability hyperlinks under the Part Numbers to view additional pricing and stock information.
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3. You will then be prompted to select a Location and Customer for the counter sale. Click on the + New button to create a new Customer on the fly.
4. The Counter Sale Screen will appear just like before, where you can make any adjustments, print Estimates, Invoice the counter sale etc.