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Home > Shop Boss > Parts Sales > Adding a Part Sale
Adding a Part Sale
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Part Sale

 

From your Main Menu (WIP): 

  • Click Create RO->Search

  • Search for the customer or add a new one
  • Click Create Part Sale

 

 

Adding Parts 

 

From your (maroon) Settings Menu, inside the Part Sale, click "Add Part."

 

 

If "Override Parts Matrix" is YES here are the required fields to fill out: 

  • Part Number 
  • Part Description 
  • Quantity 
  • Shop Cost

 

 

If "Override Parts Matrix" is NO all the above required fields are still needed, including Part Price 

REVIEW ALL SELECTIONS AND DEFAULTS 

  • Click Save Part 
  • Click Add Payment, fill out payment info 
  • Click Save Payment 

 

If payment is not logged for the part sale, it will remain in your Accounting Section > Accounts Receivable 

 

 

 

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