The Invoice messages option allows you to create your own CRM messages to print on Parts and Service invoices by using a combination of Department , Franchise, Sales type and Language. Standard functionality exists that allows you to create and maintain records.
You can set up a different message for each department. The message printed depends on whether you are printing an invoice/credit note from within Parts POS or Service POS. The system is capable of printing these messages anywhere on your invoice documents (space permitting), and is set up by a support consultant when your system is installed. Typical uses for the messages are:
If you anticipate personalising your invoices, consider the room required for printing these messages.
This form is displayed when you click Point of Sale > Miscellaneous Options > Invoice Messages. You use it to create, amend or delete invoice messages using the standard editing functionality.
Fields:
Department code: Department code that is used to control accounting postings. It is a one character code that is stored in the Codes tab in Point-of-Sale. It must be P for Parts or W for Workshop.
Franchise code: Franchise code of vehicles. It is a one character code is stored in the Franchise code field on the Extended Vehicle Details form in Point-of-Sale. Only capture if necessary.
Sales type: Sales type that is stored for parts and service sales analysis. It is a one character code that is stored in the Codes tab in Point-of-Sale. Only capture if necessary.
Tip: Click the Ellipsis button
to search for a combination of Department code, Franchise code,Sales type and Language code.
Language code: List of languages that have been set up for specific customers. Each language consists of a one character code and a language name. They are set up in the GB System controls form.
Messages Group:
Message [1-4]: Message that you want to be printed on invoices. Each message line has 30 characters. The four lines print one after another in the same place on the invoice, so you can put a different message on each line or use more than one line to capture a longer message.
