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change a work order to a sales invoice

I am a new user in RMS and I am working with my auto department. We are working on oan older version of RMS (Pre 1.3). He primarily uses work orders when he has a new order. Once the work is complete on the auto he needs to bill it and take the items out of inventory. He is currently doing a multi-step process:

1) Processes the payment as a negative sale (an accounting nightmare)

2) Then he takes the WO number and does a sale refereing the number

3) Then he manually adjusts his inventory.

4) Because of the way he has processed them, the work orders remain open until he has time to go back and process the pick up full work order.

Is there a better way to do this process? Should we NOT be using the workorders? Is using a sale and putting it on HOLD a better option?

I have no formal training on RMS and after searching thru the manual I have not been able to get around this issue. HELP!! Please

Reply to
Zunibear
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Create a work order (Ctrl-F2).

Enter the deposit amount in Order Details (Shift-F9).

You can recall the order and add to the deposit at any time by entering the

*total* deposit amount (if the paid $100 when thye dropped off the car and came by later with another $100, the total would be $200).

Recall the order when the work is done and the customer is picking up their vehicle. Tender the transaction (F12) and 'Pick up entire order'. You will be prompted to collect the remaining balance on the order.

That's the general procedure.

Tom

Reply to
Terrible Tom

I would use the work order son just like Tom wrote. Another benefit to this sequence is it will "commit" the inventory to be used so it's not showing available for another job. Once you payout the work order completely it changes at the top to say sales receipt.

Reply to
Elizabeth

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