Sales Process for Serialized Items

  1. 1. Click on the New Parts Invoice Shortcut

    Click on the New Parts Invoice Shortcut
  2. 2. Add a customer if you would like to have the serial item added to the customer's garage. If this is an item that may be serviced it is a good idea to add a customer to find the unit in the garage when creating the Service Invoice

    Add a customer if you would like to have the serial item added to the customer's garage. If this is an item that may be serviced it is a good idea to add a customer to find the unit in the garage when creating the Service Invoice
  3. 3. Once you find the desired customer click on the + icon to add the customer to the invoice

    Once you find the desired customer click on the + icon to add the customer to the invoice
  4. 4. There are a number of ways to add a serial item to a parts invoice. In this case, we are going to use the Part Inventory look-up icon. You could have also added the serial item using the All Fields part search. You can add items using the part or serial number

    There are a number of ways to add a serial item to a parts invoice. In this case, we are going to use the Part Inventory look-up icon. You could have also added the serial item using the All Fields part search. You can add items using the part or ser
  5. 5. To find a list of the serialized parts you can select Serialized Part from Search By and click Search, this will return all serialized items. You can also search by serial number or part number while filtering to Serialized Part

    To find a list of the serialized parts you can select Serialized Part from Search By and click Search, this will return all serialized items. You can also search by serial number or part number while filtering to Serialized Part
  6. 6. After determining your search criteria click on the Search button

    After determining your search criteria click on the Search button
  7. 7. Highlight the part you want to add to the invoice

    Highlight the part you want to add to the invoice
  8. 8. Click on + Add Selected

    Click on + Add Selected
  9. 9. Click on Payment

    Click on Payment
  10. 10. Click on Complete Sale

    Click on Complete Sale
  11. 11. Click on the Enter Serial Number number field

    Click on the Enter Serial Number number field
  12. 12. Once you click into the list you will see all available to sell serial numbers. You can also type a serial number to find it in a longer list

    Once you click into the list you will see all available to sell serial numbers. You can also type a serial number to find it in a longer list
  13. 13. Click on Save to complete the sale and add the unit to the customers garage

    Click on Save to complete the sale and add the unit to the customers garage