ITrack/Pro/Sales Screen - Revision history

Along: /* Payment Method */

2020-05-19T18:57:45Z

Payment Method

← Older revision		Revision as of 13:57, 19 May 2020
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	== Payment Method ==		== Payment Method ==
	Now, we can fill in the remaining information about the purchase, such as payment method. You must specify a payment.		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.		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. You can also edit the available payment methods by opening the customer and changing the allowed payment methods.

	The tax will be automatically calculated based on the tax rate you entered. Resale items will not be taxed.		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 ~~Sales Options~~ tab. }}		{{Tip\|To change the tax rate go to Edit → Options and then click on the Tax Items tab. }}

	If the customer wants to use multiple payment methods to pay for an item, click the Payments button. Now you can enter in the split payments.		If the customer wants to use multiple payment methods to pay for an item, click the Payments button. Now you can enter in the split payments.

Daytonlowell at 15:46, 7 July 2015

2015-07-07T15:46:10Z

← Older revision		Revision as of 10:46, 7 July 2015
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	[[Image:~~Pro_Sales_Screen_1~~.png\|thumb\|right\|600px\|Sales Screen]]		[[Image:Pro_Sales_Screen_1_2015.png\|thumb\|right\|600px\|Sales Screen]]

	== Create a new invoice ==		== Create a new invoice ==

Daytonlowell at 15:45, 7 July 2015

2015-07-07T15:45:08Z

← Older revision		Revision as of 10:45, 7 July 2015
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	[[Image:~~Pro_Sales_Screen_15~~.png\|thumb\|right\|600px\|Sales Screen]]		[[Image:Pro_Sales_Screen_1.png\|thumb\|right\|600px\|Sales Screen]]

	== Create a new invoice ==		== Create a new invoice ==

Daytonlowell at 15:44, 7 July 2015

2015-07-07T15:44:59Z

← Older revision		Revision as of 10:44, 7 July 2015
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	[[Image:~~Pro_Sales_Screen_1_2015~~.png\|thumb\|right\|600px\|Sales Screen]]		[[Image:Pro_Sales_Screen_15.png\|thumb\|right\|600px\|Sales Screen]]

	== Create a new invoice ==		== Create a new invoice ==

Daytonlowell at 15:44, 7 July 2015

2015-07-07T15:44:46Z

← Older revision		Revision as of 10:44, 7 July 2015
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	[[Image:~~Pro_Sales_Screen_1~~.png\|thumb\|right\|600px\|Sales Screen]]		[[Image:Pro_Sales_Screen_1_2015.png\|thumb\|right\|600px\|Sales Screen]]

	== Create a new invoice ==		== Create a new invoice ==

Duff: /* The lookup column */

2010-05-24T20:14:43Z

The lookup column

← Older revision		Revision as of 15:14, 24 May 2010
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	You can click in the Lookup field and enter one of the following:		You can click in the Lookup field and enter one of the following:

	* ~~Part SKU Number~~		* A part's tag number
	* Tag number ~~prefaced by a "T" (ie. "TTAG3")~~		* Part Model name Prefaced by a "P" (ie. "PRTLO13610B" to search for all parts with a part model of RTLO13610B)
	* Part Model name Prefaced by a "P" (ie. "PRTLO13610B")		* OEM Number prefaced by an "O" (ie. "O12345" to search for all parts with an OEM # of 12345)
	* OEM Number prefaced by an "O" (ie. "O12345")		* Type#-Interchange# or just Interchange# prefaced by "I" (ie. "I300-1563B" to search for all parts with a typenum of 300 and an interchange number of 1563B)
	* Type#-Interchange# or just Interchange# prefaced by "I" (ie. "I300-1563B")

	==== The add button ====		==== The add button ====

Duff: Cleaned up, especially fleshing out the lineitem section.

2010-03-24T21:21:13Z

Cleaned up, especially fleshing out the lineitem section.

← Older revision		Revision as of 16:21, 24 March 2010
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	[[Image:Pro_Sales_Screen_1.png\|thumb\|right\|600px\|Sales Screen]]		[[Image:Pro_Sales_Screen_1.png\|thumb\|right\|600px\|Sales Screen]]
	~~==Sales Screen==~~

	~~{{Tip~~\|To ~~switch switch between fields on~~ the ~~current line~~, ~~press~~ the ~~tab key~~. ~~Pressing enter on~~ the ~~description field will give you a new line~~.}}		== Create a new invoice ==
			This can be done many ways:
			* From the Main Menu, click on Sales.
			* From the [[ITrack/Pro/Search Screen\|Search]] Screen, highlight a part and click the Sell To button located at the bottom left of the screen
			* From the [[ITrack/Pro/Customer List Screen\|Customer List]] Screen, highlight a customer and click the Sell To button located in the middle bottom of the screen.
			* From the [[ITrack/Pro/Quotes Screen\|Quotes]] Screen, click the Convert To Inv button in the lower right corner.

	~~The~~ Sales Screen ~~is where you will sell parts and record payments received~~. ~~There are many ways to get to~~ the Sales Screen:		== Open an existing invoice ==
			Yet more options!
			* Double click on an invoice in the Sales tab of the [[ITrack/Pro/Customer Screen\|Customer]] screen.
			* Double click an invoice in the Sales tab of the [[ITrack/Pro/Parts Screen\|Parts]] Screen.
			* Double click on an invoice listed in the tag number tree in the Search Screen results list.

	~~#From the Main Menu, click on Sales.~~		{{Tip\|To switch switch between fields on the current line, press the tab key. Pressing Ctrl+Enter on the description field will give you a new line.}}
	~~#From the [[ITrack/Pro/Search Screen~~\|~~Search]] Screen, highlight a part and click the Sell~~ To ~~button located at the bottom left of~~ the ~~screen~~
	~~#From the [[ITrack/Pro/Customer List Screen\|Customer List]] Screen~~, ~~highlight a customer and click the Sell To button located in the middle bottom of~~ the ~~screen~~.
	~~#From~~ the ~~[[ITrack/Pro/Quotes Screen\|Quotes]] Screen, click the Convert To Inv button in the lower right corner~~.

	~~There are also several ways to open existing invoices:~~		== Add a Customer ==

	~~#Double clicking on an invoice in the Sales tab of the [[ITrack/Pro/Customer Screen\|Customer]] screen.~~
	~~#Double clicking an invoice in the Sales tab of the [[ITrack/Pro/Parts Screen\|Parts]] Screen.~~
	~~#Double clicking on an invoice listed in the tag number tree in the Search Screen results list.~~

	===Add Customer===
	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.

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	{{Tip\|Information regarding adding a new customer can be found in “Customer List Screen – Adding a Customer.”}}		{{Tip\|Information regarding adding a new customer can be found in “Customer List Screen – Adding a Customer.”}}

	===~~Add Parts~~===		== Add lineitems ==
	There are several ways to add parts ~~to the Sales Screen~~. You can click in the Lookup field and enter one of the following:		=== Inventory parts ===
			There are several ways to add parts from inventory.

			==== The lookup column ====
			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")

	*Part SKU Number		==== The add button ====
	*Tag number prefaced by a "T" (ie. ~~"TTAG3")~~		You can click the Add Item button near the lower right corner of the screen. to bring up the Search Screen. Search for the part you would like to sell, and double-click it to add the part to the invoice.
	*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~~.		==== From a regular search ====
			You can send parts from the search screen to the sales screen at any time by selecting one or more parts and clicking the "sell" button (the button with the gold coins at the bottom-left of the screen).

	~~{{Tip\|The Sell button is~~ a ~~small icon of a stack of coins~~.}}		You can select more than one part at a time by holding Ctrl or Shift while clicking.

	~~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~~.		{{Tip\|Double click the Price field to switch the price back and forth between wholesale and retail.}}

	If you want to credit the sale of ~~the~~ item to a particular vehicle, enter the tracking number into the Tracking # field. The sale price of that miscellaneous item will be credited towards the profitability of the vehicle.		=== Miscellaneous lineitems ===
			You can enter a miscellaneous item by simply typing in a description and entering a price into the blank line at the bottom of the invoice.

			=== Miscellaneous parts off of a vehicle ===
			If you want to credit the sale of an item to a particular vehicle, enter the tracking number of that vehicle into the Tracking # field. The sale price of that miscellaneous item will be credited towards the profitability of the vehicle.

	[[Image:Pro_Sales_Payments_1.png\|thumb\|left\|600px\|Sales Screen]]		[[Image:Pro_Sales_Payments_1.png\|thumb\|left\|600px\|Sales Screen]]

	===Payment Method===		== Payment Method ==
	Now, we can fill in the remaining information about the purchase, such as payment method. You must specify a payment.		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.		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.

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

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

Daytonlowell: /* Add Parts */

2010-03-12T17:02:04Z

Add Parts

← Older revision		Revision as of 12:02, 12 March 2010
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	*Type#-Interchange# or just Interchange# prefaced by "I" (ie. "I300-1563B")		*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 ~~[[ITrack/Pro/Search_Screen\|~~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.		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.

	{{Tip\|The Sell button is a small icon of a stack of coins.}}		{{Tip\|The Sell button is a small icon of a stack of coins.}}

Daytonlowell: /* Add Customer */

2010-03-12T17:01:47Z

Add Customer

← Older revision		Revision as of 12:01, 12 March 2010
Line 20:		Line 20:
	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 (Pro)\|Customer List]]~~ Screen showing the matching results. Double clicking on a customer in the [[Customer List ~~Screen (Pro)\|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 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 (Pro)\|~~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 ~~Extension (Pro)\|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 Customer Screen, you will be returned to the Sales Screen with your new customer entered.

	{{Tip\|Information regarding adding a new customer can be found in “Customer List Screen – Adding a Customer.”}}		{{Tip\|Information regarding adding a new customer can be found in “Customer List Screen – Adding a Customer.”}}

Daytonlowell at 17:00, 12 March 2010

2010-03-12T17:00:33Z

← Older revision		Revision as of 12:00, 12 March 2010
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	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 ~~Extension (Pro)~~\|Customer ~~Info~~]] screen.		#Double clicking on an invoice in the Sales tab of the [[ITrack/Pro/Customer Screen\|Customer]] screen.
	#Double clicking an invoice in the Sales tab of the [[Parts Screen ~~(Pro)~~\|Parts]] Screen.		#Double clicking an invoice in the Sales tab of the [[ITrack/Pro/Parts Screen\|Parts]] Screen.
	#Double clicking on an invoice listed in the tag number tree in the [[Search Screen ~~(Pro)\|Search]] Results Screen~~.		#Double clicking on an invoice listed in the tag number tree in the Search Screen results list.

	===Add Customer===		===Add Customer===