ITrack/Enterprise/Sales Screen - Revision history

Codeman at 04:44, 3 September 2009

2009-09-03T04:44:25Z

← Older revision		Revision as of 23:44, 2 September 2009
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	#Double clicking on an invoice in the ''Sales'' tab of the [[ITrack/Enterprise/Customer Information\|Customer Info Screen]].		#Double clicking on an invoice in the ''Sales'' tab of the [[ITrack/Enterprise/Customer Information\|Customer Info Screen]].
	#Double clicking an invoice in the ''Performance'' tab of the [[ITrack/Enterprise/~~Parts~~ Management Screen\|Parts Screen]].		#Double clicking an invoice in the ''Performance'' tab of the [[ITrack/Enterprise/Part Management Screen\|Parts Screen]].
	#Double clicking on an invoice listed in the tag number tree in the ''Search Results Screen''.		#Double clicking on an invoice listed in the tag number tree in the ''Search Results Screen''.

Codeman: More broken links fixed...

2009-09-03T04:34:50Z

More broken links fixed...

Codeman: Sales Screen is done.

2009-07-31T20:59:51Z

Sales Screen is done.

New page

==Using the Sales Screen==

The ''Sales Screen'' is where you will sell parts and record payments received. There are many ways to get to the ''Sales Orders'' screen:

#From the [[Main Menu]], click on ''Sales Orders''.
#From the [[Search Screen]], highlight a part and click the '''Sell To''' button located at the bottom left of the screen
#From the [[Customer List Screen]], highlight a customer and click the '''Sell To''' button located in the middle bottom of the screen.

There are also several ways to open existing invoices:

#Double clicking on an invoice in the ''Sales'' tab of the [[Customer Info Screen]].
#Double clicking an invoice in the ''Performance'' tab of the [[Parts Screen]].
#Double clicking on an invoice listed in the tag number tree in the ''Search Results Screen''.

When you open the Sales Screen from the ''Main Menu'', it will appear as follows:

[[Image:18.1 Sales Screen.png|thumb|center|700px]]

There are several ways to bring a customer onto the ''Sales Screen''. You can enter either the Contact Name, Company Name, Phone Number, or Customer Number into the ''Customer'' field at the top of the ''Sales Screen'' and hit the enter key on your keyboard.

If one match is found, that customer will be brought onto the sales screen. If more than one result matches your entry, you will be switched to the [[Customer List Screen]] showing the matching results. Double clicking on a customer in the ''Customer List Screen'' will return you to the sales screen and bring that customer onto it.

Alternatively, you can click the '''Choose Customer''' button to select which customer is making a purchase. This will bring up the ''Customer List Screen''. Enter your lookup information to search for a customer then double click on the customer or click on the customer once and then click the '''Sell To''' button. This will fill in all of the customer information on the ''Sales Screen''.

If you need to enter a new customer, click the '''Choose Customer''' button then click the '''Add''' button at the bottom of the list to enter a new customer. When you click '''Save & Close''' on the [[Customer Screen]], you will be returned to the ''Sales Screen'' with your new customer entered.

There are several ways to add parts to the ''Sales Screen''. You can click in the ''Lookup'' field and enter one of the following:

*Part SKU Number
*Tag number prefaced by a “T” (ie. “TTAG3”)
*Part Model name Prefaced by a “P” (ie. “PRTLO13610B”)
*OEM Number prefaced by an “O” (ie. “O12345”)
*Type#-Interchange# or just Interchange# prefaced by “I” (ie. “I300-1563B”)

Alternatively, you can click the '''Add Item''' button near the lower right corner of the screen. This will bring up the ''Search Screen''. Conduct a search to find the part. Double click on the part or click the '''Sell''' button to add the part to the invoice. You may also multi-select parts by holding down the Ctrl button on your keyboard and clicking on the item to sell, then click '''Sell'''.

Additionally, you can enter a miscellaneous item by simply typing in a description and entering a price. All line items default to a quantity of one. If you are selling more than one of an item, simply change the quantity.

If you want to credit the sale of the item to a particular vehicle, enter the stock number of the vehicle or the tracking number into the ''Stock #'' field. The sale price of that miscellaneous item will be credited towards the profitability of the vehicle.

[[Image:18.2 Sales Lookup Field.png|thumb|center|700px]]

Now, we can fill in the remaining information about the purchase, such as payment method. You must specify a payment. New payment methods can be added by going to ''Edit → Options'' and clicking on the ''Payment Methods'' tab. You can change the price by clicking the field and typing in a new price.

The tax will be automatically calculated based on the tax rate you entered. Resale items will not be taxed.

{{Tip|To change the tax rate go to ''Edit → Options'' and then click on the ''Tax Items'' tab.}}

{{Tip|Double click the ''Price'' field to change the price back and forth from wholesale to retail.}}

To add payments to the sales order, click on the '''Double Arrow''' button at the bottom left of the ''Sales Order'' screen.

[[Image:18.3 Sales Line Item.png|thumb|center|700px]]

This will expand the ''Payments'' window, then click on the '''Add''' button to add a payment. A blank payment line will appear in the window. Click on the items in the payment line to select: ''Payment Type'', ''Amount'', ''Check/Auth #'', ''Payment #'', ''Created By'', and ''Created On''.

[[Image:18.4 Sales Add.png|thumb|center|700px]]

Choose a shipping method by clicking the ''Ship Via'' drop down box. Choosing a shipping method and then hitting the ''Tab'' key on your keyboard will bring up a ''Tracking #'' field to the right of the ''Ship Via'' field.

[[Image:18.5 Sales Ship Via.png|thumb|center|700px]]

Before finishing the sale, you may also want to choose to have ITrack print a pick list for you. A pick list is a list of parts that are being purchased. Give the list to your inventory specialist so they know which items to go get for the customer. To print the list, simply check the ''Pick List'' box in the lower right corner of the screen. Now, when you click the '''Print/Save''' button, the pick list will print also.

[[Image:18.6 Sales Print Pick List.png|thumb|center|700px]]

Click the '''Print/Save''' button to finish the sale and print copy of the sale for your records. If you have the ''Pick List'' box checked, it will also print the pick list. You can select a printer by going to ''Edit → Options'' and then clicking on the ''Printers'' tab.

← Older revision		Revision as of 23:34, 2 September 2009
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	The ''Sales Screen'' is where you will sell parts and record payments received. There are many ways to get to the ''Sales Orders'' screen:		The ''Sales Screen'' is where you will sell parts and record payments received. There are many ways to get to the ''Sales Orders'' screen:

	#From the [[Main Menu]], click on ''Sales Orders''.		#From the [[ITrack/Enterprise/Home Screen\|Main Menu]], click on ''Sales Orders''.
	#From the [[Search Screen]], highlight a part and click the '''Sell To''' button located at the bottom left of the screen		#From the [[ITrack/Enterprise/Search Screen\|Search Screen]], highlight a part and click the '''Sell To''' button located at the bottom left of the screen
	#From the [[Customer List Screen]], highlight a customer and click the '''Sell To''' button located in the middle bottom of the screen.		#From the [[ITrack/Enterprise/Customer List Screen\|Customer List Screen]], highlight a customer and click the '''Sell To''' button located in the middle bottom of the screen.

	There are also several ways to open existing invoices:		There are also several ways to open existing invoices:

	#Double clicking on an invoice in the ''Sales'' tab of the [[Customer Info Screen]].		#Double clicking on an invoice in the ''Sales'' tab of the [[ITrack/Enterprise/Customer Information\|Customer Info Screen]].
	#Double clicking an invoice in the ''Performance'' tab of the [[Parts Screen]].		#Double clicking an invoice in the ''Performance'' tab of the [[ITrack/Enterprise/Parts Management Screen\|Parts Screen]].
	#Double clicking on an invoice listed in the tag number tree in the ''Search Results Screen''.		#Double clicking on an invoice listed in the tag number tree in the ''Search Results Screen''.

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	There are several ways to bring a customer onto the ''Sales Screen''. You can enter either the Contact Name, Company Name, Phone Number, or Customer Number into the ''Customer'' field at the top of the ''Sales Screen'' and hit the enter key on your keyboard.		There are several ways to bring a customer onto the ''Sales Screen''. You can enter either the Contact Name, Company Name, Phone Number, or Customer Number into the ''Customer'' field at the top of the ''Sales Screen'' and hit the enter key on your keyboard.

	If one match is found, that customer will be brought onto the sales screen. If more than one result matches your entry, you will be switched to the [[Customer List Screen]] showing the matching results. Double clicking on a customer in the ''Customer List Screen'' will return you to the sales screen and bring that customer onto it.		If one match is found, that customer will be brought onto the sales screen. If more than one result matches your entry, you will be switched to the [[ITrack/Enterprise/Customer List Screen\|Customer List Screen]] showing the matching results. Double clicking on a customer in the ''Customer List Screen'' will return you to the sales screen and bring that customer onto it.

	Alternatively, you can click the '''Choose Customer''' button to select which customer is making a purchase. This will bring up the ''Customer List Screen''. Enter your lookup information to search for a customer then double click on the customer or click on the customer once and then click the '''Sell To''' button. This will fill in all of the customer information on the ''Sales Screen''.		Alternatively, you can click the '''Choose Customer''' button to select which customer is making a purchase. This will bring up the ''Customer List Screen''. Enter your lookup information to search for a customer then double click on the customer or click on the customer once and then click the '''Sell To''' button. This will fill in all of the customer information on the ''Sales Screen''.

	If you need to enter a new customer, click the '''Choose Customer''' button then click the '''Add''' button at the bottom of the list to enter a new customer. When you click '''Save & Close''' on the [[Customer Screen]], you will be returned to the ''Sales Screen'' with your new customer entered.		If you need to enter a new customer, click the '''Choose Customer''' button then click the '''Add''' button at the bottom of the list to enter a new customer. When you click '''Save & Close''' on the [[ITrack/Enterprise/Customer Information\|Customer Screen]], you will be returned to the ''Sales Screen'' with your new customer entered.

	There are several ways to add parts to the ''Sales Screen''. You can click in the ''Lookup'' field and enter one of the following:		There are several ways to add parts to the ''Sales Screen''. You can click in the ''Lookup'' field and enter one of the following: