This is an article to inform the user on how to do a Quick Part Sale for a known Customer for stock on hand parts


The Dealership has the part/s in stock, the customer is taking the parts now and the Dealership still wants to record who the customer is so that it will show up on the Customer Record in the Customer Order History section 


How to Create a Quick Part Sale for a known Customer 


  1. From the Blackpurl Header > Parts > Sales > New Sale



              

  1. Click into the Select Customer section by clicking User-added image and then clicking into the Select for an existing customer field



The Select for an existing customer  functionality will allow you to search for the customer using keywords such as surname / first name / mobile number / email address

As you start typing your search keyword, the system will start listing the search results that match

In our example we are looking to process: SELL A PART & ACCESSORIES to Jaxon Price (existing customer) and we have started searching with his surname - Price - as the keyword. Click on your selected customer



Tip:
If you need to create a new customer, click on  and the Create New Customer window will pop up for you to complete


    3. To add the part that the customer wishes to purchase > Scan or search to add a part, kit, fee or merchandise             (not labour) Then click to select

In our example our customer is buying a Brake Pad

As you start typing your search keyword - Brake Pad - the system will start listing the search results that match

Click on the relevant Brake Pad to add it to the Customer Order

User-added image



Type in quantity the customer needs and change the Price as required




In Stock - indicates that the part and quantity required are in Stock

Required - indicates that the part will need to be a special order part ordered from the Vendor
       
If the customer is purchasing multiple parts, go back to Step 4 and proceed to search / add the additional parts


        4. In this example the part is In Stock and the customer is paying for / taking the part and finalising the                         Customer Order straight away


To finalise click on User-added image and the checkout options will load


        5. The checkout options are:



A.   Select What you want to Checkout 


B.  Choose a Payment Method


C.  Type in the amount (remember you can do multiple payment methods)

D.  Allows the user the ability to change the Cash Drawer.  For further information, please 
review our article - (New Version) System Settings > Cash Drawers - Setting up Multiple Cash Drawers / Handling of Multiple Cash Drawers

E.  Allows the user to backdate the payment

For further information, please review our article - How to Backdate Customer Order Deposits / Payments / Invoices

F.   Click on Add Payment to accept your Payment Method and Amount

G.   Allows the user an overview of how much is owing and Payments Received

H.  Once the full amount is received and the Balance Due is zero and green - it will give you the 
option f Print Invoice or Email Invoice to Customer then click on Finalize Checkout


It will also allow the user the opportunity of backdating the invoice


For further information, please review our article - How to Backdate Customer Order Deposits / Payments / Invoices

        6. Once the Customer Order has finalized, no further changes can be made


 An Invoice History section has automatically been added to the Customer Order and the Customer   Order status changes to CLOSED



Tip:

The Invoice can be reopened (if required)

For further information, please review our article - Reopen Invoiced Customer Orders




  1. The Customer Order is listing on the Customer Record of the Customer - Jaxon Price


User-added image