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Creating Invoice PDFs for Closed Counter Slips on the Counter Parts Sales Screen

Autosoft -

Before performing the Parts end-of-day process, the View C/S button is accessible for creating a PDF copy of a closed invoice when opening a closed slip from the Counter Parts Sales screen. To use this feature, follow these steps:

Step 1. From the Parts Inventory menu, select Counter Sales. The Counter Parts Sales screen opens.

counter_parts_sales_screen.jpg

Step 2. Click Active Invoices to open the Active Counter Slips screen, where you can click to select an invoice with a "Closed" status.

Step 3. The invoice information populates the Counter Parts Sales screen and a pop-up notifies you that the counter slip has been printed and closed. Several options are available on the pop-up. Click View C/S

counter_parts_sales_screen_closed_invoice.jpg

Step 4. The View Counter Ticket screen opens, displaying the closed counter slip. Click the Create PDF button to view the counter slip as a PDF document. 

view_counter_ticket_closed.jpg

Step 5. Save the counter slip or print it using the PDF viewer. 

Step 6. Click Back to return to the Counter Parts Sales screen. 

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