Create Counter Sales (Video)

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.

Video Walkthrough

Click on the square at the bottom right-hand corner to view the video in full screen mode.

Step-by-Step Walkthrough

Complete the following steps to create a new counter sale in EMDECS:
  1. Open the Parts menu and select Counter Sale Manager.

  2. Click on the Add New Counter Sale link.

  3. 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.

  4. 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.

  5. Press select on the location you're shipping from or shipping to

  6. To add parts to the counter sale, enter a part number or part description in the part # field, then click on the matching search result.

  7. 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.

  8. 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:

  9. 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:

  10. 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 on the 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.

  11. Counter sale history can be reviewed from the History tab.  You can search by location, customer, part number, and date range.

  12. Clicking on Show Advanced Search adds additional search fields for the invoice number and PO number.

    • Related Articles

    • Counter Sale Manager

      Counter sales are used to sell parts to your customers outside of a repair order. This article will provide an overview of the Counter Sale Manager in EMDECS. Video Walkthrough Counter Sale Manager 1. Open the Parts menu and select Counter Sale ...
    • Counter Sales and Back Orders

      This article details how the Counter Sale system can be used to create and maintain Back Orders for customer part purchases within EMDECS. Back Orders are created when the Order quantity is higher than the Charge quantity on a Counter Sale. Parts on ...
    • Counter Sale Returns

      For more information on how to create counter sales click here. Video Walkthrough Create Counter Sale Returns 1. To create a counter sale return go to Parts > Counter Sale Manager 2. Under Things To Do on the left hand side of the screen click on ...
    • Receive Parts

      This article provides an overview on how to receive parts in EMDECS. Video Walkthrough Receive Parts Open the Parts menu and select Receive Parts. The Receive Parts screen opens to the Outstanding Receiving tab. You can use the radio buttons at the ...
    • Part Serialization & Using Serialized Parts on Purchase Orders or Counter Sales

      Serialized Parts and how to use them in Counter Sales & Purchase Orders This article will go into detail on how to serialize parts and the logic that's applied when using these parts on purchase orders or counter sales. Serialized Parts are a way to ...