Transferring Parts from Parts Desk to a Parts Invoice

Moving parts from a parts desk to an invoice is remarkably simple. This process is perfect for any Parts Manager or Parts Counter to effortlessly generate a quote or create a kit and convert it into an invoice.

 

Navigate to: Parts > Counter > Parts Desk

Within the Parts Desk screen:

1. Open the existing desk you want to transfer
2. Mark the checkbox to the left of the part number to transfer.
   
   
   
   
   

   Tip: If no parts have been selected, then all the parts on the desk will transfer

3. Hover the cursor over the [Parts Invoice] button in the Action Ribbon and make one of the two selections:

• • New Import Transfers the selected parts to a new Parts Invoice 
  • Import to Existing Transfer the selected parts to a previously created Parts Invoice.

 

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