Counter Sales were designed to sell material items over the counter in a retail or wholesale manner. There is no vehicle card attached to a counter sale like there is on a work order so processing sales has fewer steps than a traditional work order. Although the counter sale was primarily designed for material sales, you can add services, problems and inspections. You can also use the electronic catalogs and labor guides that you subscribe to and their corresponding online ordering tools.
Note: The methods for adding material items, services, problems, and inspections are the same for counter sales as they are for a work order. As a result, this section only deals with the specifics of the counter sale. To learn more about work orders, refer to the Work Order Editor.
Click on the Counter Sale shortcut.
Find and select the contact. You can add a new contact if required. For a generic "cash customer" select Counter Sale as the contact.
Click Next. The Counter Sale Editor opens.
Add material items, services, problems and inspections like you would on a regular work order.
Click Next. The Posting dialog appears.
Post the invoice as per normal.
Tip #1: When adding multiple inventory materials using the insert function, click the Add More Items box in the inventory search dialog. This will post the inventory item on the work order and automatically return you to the inventory search screen as you left it.
Tip #2: If you are selling material only but require that it be credited to a different profit center, service category, or sales department than the default, insert a service package from the desired category and draw the part from inventory into the package. The package's sales category will override the material's category.
