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Invoicing
Invoicing is the heart of PartsWatch and is where most stores spend the most time. This course teaches basic invoicing practices as well as advanced.
Beginner
Course Content
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Lessons
Invoice / Point of Sale
26 Topics
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1 Quiz
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Invoice / Point of Sale
Lesson Content
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1 . Accounts vs Customer
2. Customer Lookup – 1 of 2
3. Customer Lookup – 2 of 2
4. Selling Parts – 1 of 4
5. Selling Parts – 2 of 4
6. Selling Parts – 3 of 4
7. Returning Parts – 4 of 4
8. Finalizing and Reporting – 1 of 2
9. Finalizing and Reporting – 2 of 2
Point-of-Sale Quiz
Modifiers
POS Seller Change
Right-Click Menu
Adding Retail Customers
Ship To Addresses
Warranty Setup and Returns at POS
Receive on Account (ROA)
Partnerships
Quick Quote
Lost Sales
Returns Without Receipts
Phone Room
5 Topics
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Phone Room
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Phone Room Comparison and Overview
Phone Room Employee Setup: Part 1 of 2
Phone Room Employee Invoicing: Part 2 of 2
Phone Room Terminal Setup: Part 1 of 2
Phone Room Terminal Invoicing: Part 2 of 2
Sourcing
8 Topics
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Sourcing
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Prompt for Sourced Returns
Quick Sourcing
Advanced Sourcing
Single Item Quick Source
Auto Finalize Source Received
Crediting Sourced Items
XF RX Modifiers
Sourcing Sell Level Enhancement
Catalog
4 Topics
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Catalog
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ACES Catalog Jobs
Federated Catalog Integration
Multiple Catalogs at POS
Nexpart Catalog Integration
Invoicing
Promotions Setup Reports
1 Topic
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Promotions Setup Reports
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Promotions Setup Reports
Cash Drawer
1 Topic
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Cash Drawer
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0/1 Steps
Which To Use – Real or Virtual
