This article will explain that Dealerships have the ability to change Transaction Types for Part Sales & Accessories and to commit parts 


Dealership are not required to Change type but there is a functionality and the option to do so, if required

Change Transaction Type 


On Customer Order > Parts & Accessories - users will now have the ability to Change type


This will give the ability to:

  • assign a transaction type to the Parts & Accessories(P&A) section on a customer order ie Parts Sale or Layaway / Layby


  • control inventory and special order handling


 Click on Change type to review the options:


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From the Transaction type window, make your selection:

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  • If you want to change the Transaction Type from the default ie Internet Sales to another Transaction Type > just click on your selection - this will change the Transaction Type 
Transaction Types are created through Accounting Integration - review Step 9 in our article - How to Setup Accounting Integration

Why would we want a different Transaction Type - it will allow you to select how you want to categorize the Parts & Accessories transaction in your accounting package and also allow ease of reporting on specific Transaction Types


  • Inventory and special order handling - Review what your options are and select accordingly



How can this benefit the Dealership?


Dealership will now be able to process layaways/laybys by just changing the Transaction Type to Layby and also have different Transaction types for accounting integration purposes


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


No further action required as the system will commit stock and order special order items


  • 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


If this option is selected, the user will need to go and change this selection to Commit and Order when they are ready for the system 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


If this option is selected, the user will need to go and change this selection to Commit and Order when they are ready to commit stock on hand parts and generate any special orders.


Reporting


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 - Introducing Active Part Sales Report