To create a quote for a customer, choose the customer then click the Quote button. Enter your username and then the quote screen will open. You begin at the part number field where you can start entering a part number or you may press F2 for the inventory search screen. If the same part number is used by multiple manufacturers or there are part numbers that closely relate to the part entered, it will display a list for you to choose the correct part. Double click the desired part to enter it into the sales order. Pressing enter or tab will move the cursor to the quantity field. To give the customer a discount or change the displayed price hold the right arrow on your keyboard and hit enter and you are able to set the discount amount by typing in a dollar amount or by a percentage(enter the amount then select shift-percent and the system will calculate the discount for you) to change the selling price. Now you may press tab or enter to add the item to the order. The cursor will go back to the part number field and you can continue to add items to this order. If you wish to remove a part from the order simply click on the arrow next to the part in the order and press your delete key on your keyboard. If you want to add any notes to this order, click the Notes button above the item total box on the right hand side of the screen. Enter the desired notes and click OK to save or Cancel to close the notes window. Once you have entered all the information for this quote you can print a copy by clicking the Print Quote button, save the quote by clicking Save for Later or if you do not want to keep this information clicking the Cancel Quote button will exit the window.

Creating an Invoice from a Quote:

To change an invoice into a quote, you will need to uncheck the quote box. Next, click on each line item and change the ship qty to the amount the customer is purchasing and tab or enter to update the line. If you have entered a serial item, the system will ask if you want to enter a serial number. Enter the serial number the same way as you would a regular sales order.

Completing the sale:

Customer SaleóTaking a Payment:

Once you have clicked the end to invoice button, the complete sale screen opens. Here you can select the payment type, select invoice or receipt (invoice is the default setting) for printing and enter an amount tendered. If the customer is using multiple forms of payment, click the Split Payment button to open the split payment screen.

Split Payments:

In this screen you have the option of taking up to three forms of payment for the invoice. Use the drop down menu to select the payment method, the amount, and the check or credit card number (if applicable). Click the OK button to save the payments and return to the complete sale screen. If you do not want to save these payments, click the Cancel button.

Once all this is finished you decide to print or not by selecting one of the buttons at the bottom. If you do not want to finish the sale at this time, click Cancel.

Customer SaleóCharge account:

Once you have clicked the end to invoice button, the complete sale screen opens. On a charge account the default setting is credit/charge. Clicking Finish and Print will put the invoice on the customerís account. If the customer wants to pay for the items, then you can change the selection to payment and follow the taking payment instructions.

Customer SaleóBackorder Deposit:

Customers that are not approved for credit and have back ordered items can be required to give a 100% deposit. When you select end to invoice it will default to deposit since there are backorders on the ticket. From here select a payment type and the amount tendered and print/no print. The order will be saved for when the backorders come in. When the parts are received, open the order and click End to Invoice/Take Deposit. When the payment screen opens, click the Apply Deposits button and then print the invoice.