From the header bar, click Clear All >> New Document.
Click Add Job >> Inventory Parts.
Click Add to add a new part.
Note: Using this method will not automatically apply a parts markup. If you wish to apply a parts markup automatically, select a part that is already in the parts list by using My Parts or use the Quick Parts option from the Work Document screen to add a part and skip down to step 6.
Enter the following Part Details accordingly:
All other information as needed, such as PTT, Inventory,Sales Class, etc.
Upon clicking Done, the part entered will add to your Work Document under a new Job Grouping.
Clicking the + icon on the Job Grouping, provides additional options to add to the Job.
When done, click Invoice.
Input a title for the invoice >> click OK or,
Click OK to accept the default “CASH” title for the invoice.
In the Invoice Confirmation window, enter information for the following:
All other information as needed.
IMPORTANT -Assign Sales Class to invoice drop-down box:
It is best to leave this option blankso that each item on the invoice will default to the Default Sales Class Code that you have previously assigned to it.
If you make a selection in this drop-down, it will assign the selected Sales Class to the ENTIRE invoice. This will create accounting problems if you export data to QuickBooks.
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