Create a new Parts Sales Order

Objective: Create a new Parts Sales Order in the Parts Module

A parts sales order is a document used to record and process the sale of parts to customers, including details like part numbers, quantities, prices, and payment terms. It helps manage inventory, generate invoices, and ensure accurate order fulfillment within the system. 

Step-by-step Instructions

1. Go to the Parts Module from the welcome portal.
2. From the upper right-hand corner, select Parts Sales.
3. Click the Create Parts Sales Order button to get started. A new window will appear.
4. The header window will contain the following fields:

   Field Name	Required/Optional	Description
   Company Name	Required
   Account Number	Required
   Contact	Required
   Phone	Optional
   Email	Optional
   Delivery Location	Required
   Order Type	Optional
   Order Date	Required
   Terms	Required
   Ship Via	Required
   PO Number	Optional
   Store	Required
   Division	Required
   Cost Center	Optional
   Warehouse	Required
   Order Taken By	Optional
   Ref Document	Optional
   Customer/Internal Comments	Optional

   
   
5. Click the Tax button to apply taxes.
6. Additionally, you can search for asset information to be automatically populated into the Unit Number, Make, Last Known Hours, Model, and Serial Number fields. 
7. Once finished, click Save and Close. The parts order header is now complete. 
8. From the Lines tab, you can add inventoried or non-inventoried items. Start by typing an item/part number in the Part Number field for auto-complete results. Enter the ordered quantity and update the sell price, if required.
9. Click Add. The item will be listed as a line item with the available quantity (quantity on hand in the system) and extended pricing (order qty multiplied by sell price). Click Edit to make line-item changes or Delete to remove the item, if required.
10. If there are parts that need to be ordered before parts order fulfillment, click Transfer To PO. If these parts are in stock, click Generate Picklist to either auto-confirm picked quantities or manually confirm picklist quantities. Once completed, the line-item Delivery Qty column will update.
11. Generate a parts sales invoice by clicking Invoice. You will be given an option if you'd like to invoice all items or only invoice items that have been delivered to the parts order. Invoice all items will let you bill a customer for all parts, even though some parts may not have arrived yet. Alternatively, you can generate multiple invoices when new parts arrive.
12. There are additional tabs, such as: Documents, Pick Lists, Packing Lists, and Invoices. 

Next Steps