Service Point-of-Sale Operation

Most of the functions of the Point-of-Sale system involve the creation of a line on a WIP, either for a service operation or for a parts issue, and then controlling further operations and activities by the use of status codes entered against each individual line.

Note: It is strongly recommended that you familiarise yourself with the layout and functionality of the Point-of-Sale form before you begin.

What do you want to do?

Enter your operator ID
Load a customer or vehicle onto a WIP
Create WIP Labour Lines
Display/update labour details
Send a Quick Mail
Review Inter-Company/Branch Transfers
Display/invoice an Inter-Company Transfer
Display availability of parts
Record a lost sale
Raise a customer order or backorder
Supply a partial backorder
Select a superseding/alternative part number
Reserve parts for customers
Sell parts kits in Point-of-Sale
Receive consignment stock
Display the history of a WIP
Allocate or amend warranty/payment or menu codes
Apply discounts via the Discount Percent Manager
Load customer notes as a text line
Display/amend text lines
Negotiate the price
Charge sundry items
Convert miscellaneous labour lines
Send an SMS message
Display a full valuation, apply a discount or load an adjustment part
Action the WIP
Raise a credit (invoice reversal to be recharged)
Raise a partial credit
Raise an estimate
Raise a job card
Raise a service invoice
Sell in a foreign currency
Return parts issued to an uninvoiced job from the workshop
Split a WIP into multiple invoices
Review tag valuation
Make a contribution (split a line)
Take a cash payment
Take a deposit for parts on order
Allocate cash
Make a contribution, insurance excess payment or reverse a VAT charge
Raise an MOT log entry
Raise a sublet order
Reprint a document
Raise a job card for a vehicle awaiting preparation/invoice a VSB account
Review Point-of-Sale integration with Workshop Loading