Rounding on Parts Invoices

Modified on Wed, 17 Jul at 2:32 PM

Rounding can be enabled in a number of ways in parts invoices. These include:


  1. Cash/Retails sales to nearest $0.05 - This happens automatically.
  2. By Sales type to nearest $0.01, $0.05, $0.10, $0.50 or $1.00. (eg. for Retail, Trade, etc.) - calculated per parts line.
  3. (optional) Account customers to nearest $0.05.


Cash/Retails Sales

When this charge type is selected and when the invoice is processed it will automatically add a rounding amount to freight.


The setting that affects rounding on the Charge Type is Show on the Parts Sales Report (Banking Report).


Rounding by Sales Type

From System tab, Manage, then click Parts Sales / Charge Type.



Then for the desired sales type, the rounding column can be changed for the rounding per line.


Round for Account Customers

From System Options, then under Cash Drawer then will be an checkbox to toggle "Apply Invoice Rounding for Account Customers".


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