This article will explain that there is now a Summary section on a Parts & Accessories where the user can now change Transaction Types / change Applicable taxes / Commit parts and see totals
Dealerships can just accept the default settings but these options are available should they need to change anything
Summary section
The Parts & Accessories has a Summary section that can be access by simply clicking on
Once the Summary section is opened, it will look similar to this:
Details of Summary items are as follows:
A. Transaction Type
The Transaction Type will automatically load as the default setting but users have the ability to change the Transaction Type on the Parts & Accessories if they so require
The default is setup under System Settings > Accounting Integration > Transaction Type - Part Sales (see below as an example) but you will notice below that there is also other Part Sale Transaction Types available
On the Customer Order > Parts & Accessories section, if you want to change the Transaction Type from the default to another Transaction Type > just click on your selection - this will change the Transaction Type
Relevant articles that will assist:
- With the ability to now change the Transaction Type - users will now have the option of reporting using the different transaction types as parameters. Please review our article - Reporting - Active Part Sales
- Should you require new Part Sales Transaction Types - this article will assist - Step 8 - Understanding Accounting Integration - Transaction Type
B. Override how taxes are calculated?
This will allow the Dealership to be able to assign a different tax to the Parts & Accessories section
To use this option, move the toggle to enable the override and then you will be required to select the Applicable tax
Once the new Applicable tax is selected, the user will have the option of assigning which of the Parts & Accessories line items need to use the new Applicable tax
Simply click on the
then select which line item types will be assigned the new Applicable tax
The Customer Order will then recalculate the tax for those applicable line items on the Parts & Accessories section using the options you have selected
C. Inventory & Special Order Handling
Dealership will have more control over committing stock and when special order items are ordered with the following selections:
- Commit and Order - the system will automatically commit any stock on hand parts to the CO and order any special orders
- Commit Only - the dealership may want to commit any stock on hand parts to this CO but wait until later to generate any special orders
- Uncommitted - the dealership doesn't want to commit any stock on hand parts or generate any special orders until later
D. P & A Totals
The P & A Totals section will give you the actual summary of the Parts & Accessories section to give the user an easier way of seeing number of items / taxes etc