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DealerTeam

Create a Parts Invoice

Create a Parts Invoice for internal use or for a customer related purchase.

Goal

Create a Parts Invoice and add Part Lines.  

First Step

Begin by clicking the Parts Invoice tab. 

Click the Invoice No. to open an existing Parts Invoice. 

For this example, Click the New button to create a new Parts Invoice.  

Parts Invoice Tab

Second Step

The User and Location will be set by default. Use the Price Level picklist to choose Retail or Wholesale. 

The Tax Exempt checkbox will remove taxes from being calculated on the Parts invoice. 

From the Account Lookup you can search for existing accounts or create new accounts.   

Lookup the desired Account and click Create Invoice

Create New Part Invoice

The Part Invoice No. will be created. The default status is Open

New Part Invoice with open Status

Type the Part Number in the search box and the system will return possible matches.

Click to choose the Part. Press Enter to add the Part Line to the Invoice.

                                  Part Search will prompt the options. Click the desired part and press enter to add a Part Line

Each Part Line has an Action button to Update Pricing, Change Quantity, and Remove Part. 

The List Price of each Part Line will add to the Total of the Parts Invoice. Taxes will also calculate depending on the Tax Exempt checkbox and the organizations DMS Tax Settings.  

Continue to add Part Lines to build out the Invoice. 

Add Part Lines by searching for the Part and clicking Enter.

 

Learn How to Cashier a Parts Invoice