VUE simplifies the process of creating a parts invoice for any user in the Parts Department. With or without adding a customer to the invoice, you can input necessary information, such as part numbers, descriptions, quantities, and pricing, while reducing the chances of errors and saving time.
If you do not add a customer, the Customer Name field will automatically show "CASH."
You can change this by deleting "CASH" and entering the desired customer name.
You can edit the information at any time as long as the invoice is still open.
VUE is a permissions-based system. To view the permissions you may need, select the Permissions Guide
Creating a Parts Invoice
Navigate to: Parts > Counter > Parts Invoices
Inside the Primary Grid:
- Click [New] in the Action Ribbon.
- Input the Customer Number, Customer Name, or click the magnifying glass to search for the customer.
- If you do not add a customer, the Customer Name field will automatically show "CASH."
You can change this by deleting "CASH" and entering the desired customer name.
Within the invoice:
- Input a part number in the Part Number field and [TAB] over.
- Input quantity in the Bill field.
- For additional part numbers, click the [New Part] button on the bottom left of the grid
- To add a kit, click on the [Part Kit] button on the bottom right of the grid
- Once all part numbers have been entered, click [Save] in the Action Ribbon.
- The cost will reflect on the right side of the screen. Click the blue hyperlinks to make any adjustments to the Charges, Discounts, and Taxes.
