Creating Parts WIP (Over-the-Counter Parts Sales)

Creating Parts WIP

Parts WIP (Work In Progress) jobs are used for over-the-counter parts sales that require only a customer (no vehicle needed).

Accessing Parts WIP

Navigate to: Point of Sale / Point of Sale / Parts

Or use the route: /dms/pos/parts

Creating a New Parts WIP

Step 1: Load Customer Details

1. Click Customer search box (ellipsis button)
2. Customer Word Search screen appears
3. Enter customer name and click Search
4. If customer found, select from list and click OK
5. If customer not found, create new customer record
6. Customer details appear on WIP

Note: Parts WIP does NOT require vehicle - only customer.

Step 2: Adding Parts

Add parts to the Parts WIP:

• Use New Product field to add parts
• Direct part number entry or word search
• Part Details form pre-populates from stock (basic prompt for now)
• Set order status (V, S, W, or I)

Step 3: Save WIP

Save the Parts WIP to close it, or proceed to invoicing.

Parts WIP vs Service WIP

Key differences:

• Parts WIP: Customer only, no vehicle, parts only, no labor
• Service WIP: Customer and vehicle required, includes labor lines and parts

Invoicing Parts WIP

To invoice a Parts WIP:

• Prior to invoicing, parts progress status must be P (Picked/Provided)
• If status is not P, part will not be included in invoice
• Only parts with status P are included in invoice
• Status changes to X (Invoiced) after invoicing
• Parts WIP has no labor lines - only parts

Payment Processing

After invoicing, process payment:

• Multiple payment methods (cash, card, cheque, bank transfer)
• Split payments
• Partial payments
• Payment tracking and history