Adding Parts to Stock by Amending a Group Order
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Navigate to Product Support > Parts > Parts Invoicing.
The Parts Invoicing screen will appear.
Parts Invoicing screen
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On the Parts Invoicing screen, click on the Need to create an invoice? Click here to add link.
The Customer - Parts Invoicing Header tab will appear.
Customer - Parts Invoicing Header tab
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On the Customer - Parts Invoicing Header tab, type STOCK in the Customer field.
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Select the Click here to add parts link.
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Click the Details tab.
The Parts Invoicing Details screen will appear.
Parts Invoicing Details tab
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On the Parts Invoicing Details tab, enter cash code 2 in the Cash Code field.
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Enter a Part Number.
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Click on the Search
icon.
The Parts Search screen will appear.
Parts Search screen
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Enter the search criteria and click the Go>> link to locate the desired part.
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Click on the part number, the Parts Invoicing Details tab will appear with the selected part in the Part Number field.
Parts Invoicing Details tab
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On the Parts Invoicing Details tab, enter an Order number.
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Click on the Save button.
The system will automatically generate the remaining fields.
Updated Parts Invoicing Details tab
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Click on the Purchase Order link, and select Create from the pop-up list.
The Create Purchase Order screen will appear.
Create Purchase Order screen
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(OPTIONAL) enter the Ship Via code.
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Click on the Group Order button.
The Parts Invoicing Details tab will appear, with the group order date under the Extended Price field.
Updated Parts Invoicing Details tab
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Click on the Save button.