Recommended parts end of year processes

Modified on Tue, 27 May at 9:49 AM

This guide is intended to give you a list of suggested processes that should be followed within the parts department at the end of financial year.

Review and manage

Invoice all open parts invoices to clients and repair orders (only if parts have been supplied)
Clean up old client orders and quotes
Close un-receipted supplier orders (only if parts have been received from the supplier)
Commit and finalise your parts stocktake and run all stocktake reports
Mark zero quantity parts as inactive (under the parts management tab)

Reports to print off