Parts Only Tickets

An invoice (Parts Inv The Parts Invoice toolbar button. ) or estimate (Parts Est The Parts Estimate toolbar button. ) can be created for those times when you want to sell a part. These tickets are intended for over-the-counter part sales of items that you have on hand.

On these tickets, you cannot

Add labor operations.
Add vehicles.
Order parts in the online catalogs.

However, you can have different Bill To and Ship To addresses.

Configuring Parts Only Tickets

The settings for estimates and repair orders generally apply to parts only tickets. However, there are a number of Configuration settings specific to parts only tickets.

General Options

The parts only buttons appear in the Ticket Toolbar only if these options are checked in General Options in Configuration:

Ship To Addresses

Ship To addresses can be added to customer records in Configuration - see Edit Ship To.

The Ship To Add button appears in the ticket toolbar only if you check Ship To Address in Repair Order Options in Configuration.

In addition, you will be prompted for a Ship To address when you first create a parts only ticket.

Printed Form

You need to select a specific form for parts only tickets in the Form Types Configuration setting.

Shop Charges

You can charge shop fees on parts only tickets if you check Allow Shop Supplies in Repair Order Options in Configuration.

Creating Parts Only Tickets

You can create parts only estimates and parts only invoices. These are similar to regular estimates and repair orders in that you cannot finalize or process payments on parts only estimates, only invoices.

Complete these steps:

Click the Parts Inv or Parts Est in the main toolbar.
Search for the customer. You cannot search by license plate number, VIN, or any other vehicle information.
When the customer list appears, select the appropriate customer from the list.

Parts only tickets allow you to have different Bill To and Ship To addresses. If you have the Ship To Address box checked in Repair Order Options in Configuration, you are prompted for a Ship To address.
A parts-only ticket is created. No labor can be added.
Click the Add Part or Parts Kits button to Add Parts. If a part has a labor operation attached , the part is added but the labor is not.

Ship To Address

You can choose a different shipping address than the billing address on parts only tickets. Ship To addresses can be added to the customer record in Configuration - see Edit Ship To.

The Ship To Add button appears in the ticket toolbar only if you check Ship To Address in Repair Order Options in Configuration. When this option is checked, you will also be prompted for a Ship To address when you first create a parts only ticket.

At this point, you can choose to

Add the Ship To address to the ticket by selecting it and clicking OK. (Make sure the Mailing Address Same As Billing Address box is NOT checked.)
Use the Bill To address for both checking the Mailing Address Same As Billing Address box and clicking OK.

Ship To Addresses on the Ticket Window

When you choose the Ship To address on the Ship To list (or choose to add one later), the Ship To Address button appears on the ticket.

Use this button to toggle between the Ship To and Bill To addresses on the window.

To Enter a Ship To Address

To specify a separate shipping address, click the Ship To Add button in the ticket toolbar. The Ship To Address window opens.

This window is the same as the Edit Customer Information window except that the Other Information and Notes tabs are disabled.

Enter the Ship To address and click OK to save it.

To Print the Bill To and Ship To Addresses on the Invoice

If you want to print both the billing and the shipping address on the invoice, select SEPARATE BILLING ADDRESS in the Form Types Configuration setting.

Converting Parts Only Estimates to Parts Only Invoices

The Convert button appears on parts-only ticket windows. This button lets you convert parts only estimates to parts only invoices and vice versa.

When you click the Convert button, the regular conversion window opens. However, you are converting from a parts only ticket to a parts only ticket. You cannot convert a parts only ticket to a regular estimate or repair order.

Ordering Parts from Parts Only Tickets

You cannot order parts on parts only tickets. This means you cannot order parts from any of the integrated catalogs, Smart eCat, eOrder, or Tire Quote.

Even if the To Order box is checked on the part, the part does not appear in Smart eOrder, eOrder, or Purchase Order Management when those tools query for parts to order.

Finalizing Parts Only Tickets

To finalize a parts only invoice, follow the same procedure for a regular repair order. The Finalize button appears only on parts only invoices because only parts only invoices can be finalized. Parts only estimates cannot be finalized.

Printing Parts Only Tickets

A Print button appears in the parts only ticket toolbar