How to add parts on to a vehicle sale from Parts

Quite often parts from your part department will be sold alongside a vehicle sale. Parts can be added on to a sale in either the Parts or the Stock & Accounting module. This guide will cover how to do it from the Part module.

The vehicle sale must be created prior to adding the parts

1. Under the Sell Parts tab, click New Sale/Client Order.
2. Select the Vehicle Sale charge code.
3. Select the Sale.
4. Add the Part.
5. Enter the Sale Qty and the Qty Supplied.
6. Click either Process Invoice, Save as Quote, or Save as Client Order.

Which option you choose at the end of the process determines your part quantity levels, as well as what has posted to the accounting ledger. We do not recommend one over the other, however your business should decide which option works best for you.

Process Invoice - Choosing this option will process the invoice, post the amount into the accounting ledger, and remove the parts stock out of your QOH. It is important to note that if the invoice is processed but then the part is not used, re-opening this invoice at a later date may not be possible.

Save as Quote/Save as Order - Should the part not be used on the Sale, this is an easy way to remove from the sale invoice. It will not reduce the part QOH until it is processed, but instead will show as allocated (QAL). Doing this has no accounting implications.

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