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Pulling Parts to Counter Slips and Repair Orders

Autosoft -

Once ordered parts are in stock, you can pull them to a repair order or counter slip. The process is quick and easy. Because all the part information populates from the order que, you do not have to retype any information. You can only view the order que and pull parts from the order que before adding parts to a counter slip or selecting a repair order.   

Step 1. From the Parts Inventory menu, select Counter Sales or Service Sales (followed by Line Parts) to open the Counter Parts Sales screen or Service R/O Parts screen.

Step 2. On either screen, click Lists. (If you select a repair order on the Service R/O Parts screen or advance the cursor to the Part Number field on the Counter Parts Sales screen, the Order Que button becomes the Emergency Stock button, and you cannot access the order que.)

A list of parts in the processed order que is displayed. The screen lists the part number, quantity, inventory source for the part, document number, order date, customer’s name, order status, and payment status.

The list is sorted by document number. Click the column headers to sort the list by part number, customer name, etc.

Step 3. Click the order or one of the parts on an order. The window on the bottom of the screen displays the detail for the order.

Step 4. Click Pull To Invoice to pull the part to the counter slip or repair order.

Step 5. Click OK when prompted to verify you want to pull the order.

If you pulled the order to a counter slip, the Counter Parts Sales screen displays the parts. If you pulled the order to a repair order, select the repair order, and the screen displays the parts.

Step 6. Add any additional parts as needed.

Step 7. Generate the order or save the repair order.

When an order is pulled to a counter slip or repair order, the part in the processed order que is flagged “S” for “sold.” The part remains on the list until the End of Day Update. The same is true for parts flagged “P” for “picked up” and parts receipted in for stock only.

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