A customer order is created when you don't have the part quantity available to process the sale.
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Click on New Sale/Client Order under the Sell Parts tab.
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Enter the Clients Name.
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Start adding parts into the Part Number field. This can be done by typing the part number, the part description, or scanning a barcode. If you are unaware of the part number, click the Part Number field and the drop-down icon that appears will open the parts search window.
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Enter the quantity desired under the Sale Qty column.
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Add a Deposit if the customer is leaving one.
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Click Save as Client Order.
A window will pop up asking if you want to add the parts to a supplier order. You can click on the Order No drop down to select to add on either an already existing open order, or create a new order.
When the part arrives, receipt the order as per usual, and then process the customer sale.
Related Articles
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