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Creating a Daily DOC for Parts

Autosoft -

The creation of a Daily DOC for Parts begins in the Accounting module, where all DOCs are generated. 

Step 1. From the Dealership Accounting main menu, click Reports & DOC's.

Step 2. Click Standard Daily DOC.

Step 3. On the Daily Operating Control screen, enter the appropriate DOC letter or number into the DOC Number To Use field or click on the appropriate DOC  from the list in the bottom right corner of the screen. For Parts, you'll use P.

Step 4. Compile the DOC for the correct month by clicking the appropriate option on the Daily Operating Control menu. 

Step 5. Once the DOC is compiled, it will be available in the Parts module.

Step 6. Exit out of the Accounting module.

Step 7. From the FLEX DMS main menu, click on Parts to open the Parts Inventory main menu.

Step 8. Click End of Day.

Step 9. On the Daily Counter Sales Update screen, click Parts Daily DOC

Step 10. To allow Service to view the DOC, check the Allow Service To View My DOCs box in the lower right corner of the screen.

Step 11. Click the History button to view past Parts DOCS.

 

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