Counter Sales Overview

There are two types of Orders:

  • Counter Sales: Contain only parts and notes.

  • Repair Orders: Contain parts, labor, sublets, miscellaneous items, or notes.

 

Each completed Order goes through the following states:

  • Quote

  • Estimate

  • Repair Order

  • Invoice.

 

Counter Sales

  • When a Quote that contains only parts and notes is saved, it becomes a Counter Sale and is assigned a number.

    • Counter Sales have green headings that become gray after the counter sale is cashiered.

  • To create Counter Sales, see Creating New Counter Sales.

  • To locate Counter Sales before they are posted, refer to Searching the Work in Progress Window.