This article will explain why you may want to setup different Transaction Types and then show you how to set these up 

Why Setup different Transaction Types

Basically if you want particular transactions to be mapped to different General Ledger Accounts in your accounting package then you will need to setup additional Transaction Types  

For example:

You may want to show Warranty Service Jobs differently in your General Ledger Account ie Income / COGS etc 

This would be done by setting up a new Transaction Type for Service Jobs > Warranty

Setup

  • Review your current Parts and Labour Categories 

    Go to System Settings > Accounting Integration > then go to Categories

Setup any new Categories that you will need for your new Transaction Type 

To add a new Category > click  and just add the relevant Income GL / COGS GL and Inventory GL



  •  Go to the Transaction Type section and click on


  • This will give you the New Sales Type pop up for you to complete 



A.
Type
Use the dropdown to select what type of Transaction Type is it to be

B.
Code
Type in a unique name

When changing the Transaction Type - this is the name you will be looking for

C.
Part Category
What Parts Category did you want to use for this new Transaction Type?

Use the dropdown and make your selection

D.
Labour Category
What Labour Category did you want to use for this new Transaction Type?

Use the dropdown and make your selection

E.
Default
Is it to be a default Transaction Type?

If so, move the toggle to enable

F.

Once you have finished, don't forget to hit


How to change Transaction Types on Customer Order  


Depending on what type of Transaction Type you created (A. above) , will control where the Transaction Type is available on a Customer Order



Service Jobs section


For Transaction Types of Service Customer / Service Third-Party / Service Internal - these can be only available for selection on  Service Jobs under - Who is paying for the Job


For further information about Who is paying for a the Job, please review this article - Service Job - Understanding 'Who is paying for the job?" (ie Third Party - Insurance & Warranty Claims)



Parts & Accessories section


For Transaction Types of Parts Sales - these can be only available for selection on a Parts & Accessories section under Summary