Adding a Promotional Discount to a Parts Invoice

1. From any IntelliDealer screen, click the Product Support tab.
   The Product Support Quick Links screen will appear.

   
   

   Product Support Quick Links screen

2. From the Parts list, click the Parts Profile link.
   The Your Parts Inventory screen will appear.

   
   

   Your Parts Inventory screen

3. On the Your Parts Inventory screen, select the Need to create a new part? Click here to add link.
   TheAdd Part screen will appear.

   
   

   Add Part screen

4. Enter PROMO in the Part Number field.

5. Enter a branch Location.
   - or -
   Click on the Search icon and select a Location from the Location Selection screen.

6. Click the Save button.
   The Add Part screen will refresh, displaying added information fields.

   
   
   

   Add Part screen

7. On the Add Part screen, enter PROMOTION in the Description field.

8. Enter GL in the Vendor field.

9. Enter an appropriate Sale Account.
   - or -
   Click the Search icon the and select an account from theAccount Lookup screen.

   
   

   Account Lookup screen

10. Click the Save button.
    An Update screen will appear telling you that the vendor changed and new defaults have been loaded.

    
    Update screen

11. Click the Ok button.
    The Add Parts screen will appear.

    
    

    Add Part screen

12. Click the Save button again to create the PROMO part profile.
    The Parts Profile screen will appear.

    
    

    Parts Profile screen

13. From any IntelliDealer screen, click the Product Support tab.
    The Product Support Quick Links screen will appear.

    
    

    Product Support Quick Links screen

14. From the Parts list, click the Parts Invoicing link.
    The Parts Invoicing screen will appear.

    
    

    Parts Invoicing screen

15. On the Parts Invoicing screen, click on the Need to create a new invoice? Click here to add link.
    The Parts Invoicing Header tab will appear.

    
    

    Parts Invoicing Header tab

16. On the Parts Invoicing Header tab, enter a Customer number.
    - or -
    Click on the Search icon and select a customer from the Your Customer screen.

    
    

    Your Customers screen

17. Enter a Salesperson.
    - or -
    Click on the Search icon and select a salesperson from the Salesperson Selection screen.

    
    

    Parts Invoicing Header tab

18. Click on the Details tab.
    The Parts Invoicing Details tab will appear.

    
    

    Parts Invoicing Details tab

19. On the Parts Invoicing Details tab, enter a Cash Code 2.

20. Enter a Part Number.
    - or -
    Click the Search icon and select a part from the Parts Search screen.

    
    

    Parts Search screen

21. Enter An Ord and Iss value

    .
    

    Parts Invoicing Details tab

22. Click the Save button.
    The system will populate the remaining fields.

    
    

    Parts Invoicing Details tab

23. On the next line, enter Cash Code 2.

24. Enter the PROMO Part Number.

25. Enter a negative quantity in the Ord and Iss fields.

26. Calculate and enter the discount amount in the Price field.

    
    

    Parts Invoicing Details tab

27. Click the Save button.
    The system will populate the remaining fields and apply the promotional discount to the invoice.

    
    

    Parts Invoicing Details tab

28. Click the Invoice button to generate the invoice.