Create Counter Sales (Video)
Counter sales are used to sell parts to your customers outside of a
repair order. This article and video provide a walkthrough for how to create a new
counter sale in EMDECS.
Click on the square at the bottom right-hand corner to view the video in full screen mode.
Complete the following steps to create a new counter sale in EMDECS:
- Open the Parts menu
and select Counter Sale Manager.
- Click on the Add New Counter Sale link.
- Your user's default location will be displayed in the
pop-up window. You can enter a different location in the text field,
as required. Enter a customer name. EMDECS will search
automatically. Select the customer from the drop-down list.
The top pane of the counter sale displays general
information, including a counter sale number and customer, the location,
sale date, and optional ship to, reference, PO #, and notes fields.
A summary of charges is displayed on the right hand side.
If the parts are being shipped to an
alternate address, click on the "Add New" hyperlink to create a
ship to address that is different from the customer's address.
- Click on New Location , fill out the
location details, and click OK .
- Once a new location is added, it is available to be
selected for use as the counter sale ship to address.
- To add parts to the counter sale, enter a part number
or part description in the part # field, then click on the matching search
- An on hand summary is displayed on the right hand ride,
for reference. Adjust the quantity, as needed, and click Add
Part to add it to the list at the bottom. In this example,
I've added a part with a core.
Both the main part and its core have
been added to the counter sale. Repeat these steps to add additional
parts to the counter sale.
- At any time, you can click on the Estimate button at the bottom to print a PDF of an estimate to provide to your
customer, prior to invoicing.
Estimate PDF sample:
- When you've finished creating your counter sale, click
on the Invoice button. A PDF of the counter sale
invoice will pop up in a new window.
Counter sale invoice sample:
- Back on the Counter Sale Manager screen, it is also
possible to create a counter sale by selecting the Retail Parts tab. Search for a part number and click ont he Pricing or Stock
Availability links for more information. Adding parts to the order
list on the right, and clicking on Create Invoice, allows you to start a
new counter sale from this screen.
- Counter sale history can be reviewed from the History tab. You can search by location, customer, part number, and date
- Clicking on Show Advanced Search adds
additional search fields for the invoice number and PO number.
- After highlighting a counter sale under the Summary tab, open the Details tab for a complete list of parts
sold on the counter sale.
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