Manager Counter Sales selection allows for quick and easy creation of the
counter sale order. Manager offers tremendous flexibility in handling counter
sales. How much, or how little, information you enter is up to you and the
policy of your shop.
To generate a Counter
1. Select the Counter button from the Manager button bar.
Counter panel displays.
2. (Optional) Select the Customer -Enter information
about the customer, or if a business, about the company and/or Vehichle- Add,
change, or delete vehicle(s) from the customer record tabs to input
Parts, Notes, or Parts Kits using the repair line
buttons. You may also add Labor to the Counter Sale by selecting the Labor tab.
4. Select the Print button to print a Counter Sale Invoice.
the customer has paid for the order, select Payment to
apply payment. If you apply payment in full, you will be asked if you wish to
post the invoice.
Posting Invoithe invoice closes the order
out of Work in Progress and creates a history record of the
6. Select Yes to post the invoice and complete the counter sale.