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Using the Enhanced Counter Parts Sales Workflow

Autosoft -

The Parts module's enhanced counter sales workflow is designed to streamline the counter parts sales process. Cut down on the number of keystrokes necessary for entering parts into the invoice on the Counter Parts Sales screen and shortening counter parts point-of-sale sales. Once enabled, the enhanced workflow popup window will contain all the fields available on the Counter Parts Sales screen, but the user can move between the fields with fewer clicks. It will be invoked whether the user is manually entering a part number or using a barcode scanner to enter the part. 

To enable the Enhanced Counter Parts Sales Workflow, follow these steps:

Step 1. From the Parts Inventory main mnu, select Setup & Updates.

Step 2. On the System Setup column of the System Setup & Updates menu, select More Operating Defaults

Step 3. Type a Y for yes in the Use Enhanced Counter Parts Sales Workflow field. This setting applies only to your workstation. 

parts_system_setup_more_defaults.JPG

Step 4. Click Save

Once you've enabled the enhanced workflow, when you enter a part number in the Part Number field of the Counter Parts Sales screen or click on a part number within an active invoice, a pop-up screen will open at the bottom of the Counter Parts Sales screen in place of the existing invoice information area. 

enhanced_counter_parts_sales_workflow.JPG

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