How to create parts sales and supplier orders from the parts enquiry screen

The Parts Enquiry screen can be used to create customer part sales and also supplier orders. If you do not have the parts on hand to complete the sale, you can create a client order and supplier order at the same time.

1. In either the Sell Parts or Purchase Parts tab, click Parts Enquiry.
   
   
   
2. Enter the Client Name and the Part Number.
3. In the below example we can see no QOH for this part, so we will create the supplier order at the same time as the client order.
   
   
   
4. Enter the Order Qty. The Purchase Qty will prefill to match.
5. Click Process All Transactions Together.
   
   
   
6. A confirmation message will pop up, click Yes.
   
   
   
7. The client sale screen will open, asking if you wish to record a deposit.
   
   
   
8. A window will then pop up confirming that the supplier order has been created.
   
   
   
9. Another window will pop up confirming that the client order has been saved.
   
   

You can also sell parts to repair orders and vehicle sales by entering the relevant details in the top of the parts enquiry screen

Related Articles

How to add parts on to a vehicle sale from Parts

How to create a customer order

How to create and send a parts purchase order

How to add a deposit on to a parts sale