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DealerTeam

How to Create a Parts Quote in Lightning

The Parts Quote is a great way to price out parts for a customer without relieving them from your inventory. Once you have made the sale you can convert this to a parts invoice easily.

Goal

After completing this How To, You will be able to create a Parts Quote for a customer    

First Step

Begin by navigating to the DealerTeam Parts App and select the Tab for Parts Invoices:

quote1.png

Once you select New the following dialog will show up, Enter your Customer Information, Insure you are in the correct location. If you have any comments you need to add. On the right side you can select a Price Level if your Organization uses them. If your Customer is Tax Exempt you can check the Box. 

Second Step

quote3.png

Adding parts to the Quote is simple, You can search for the part in the dialog box, Remember that you can search by part number, or part description and the dialog will filter down what options you have. Once you have selected the part hit enter and it will add to the Lines. 

Third Step

To update the List price or to remove the part you selected you can use the action tab on the right of the input box, Please note you can't change the Quantity until the invoice is saved. Some other functions worth noticing are there in the part line, You can see the Bin Location of the part in your store, The Source where the parts were purchased from and the quantity available for sale. Last you will see the List price as defined on the Parts Master, the Net which is what you are selling the part for and the Extended which will vary with the quantity.

Quote4.png

Fourth Step

Once you have set the pricing and added what parts you would like to the Quote you can either Save this order as a Price Quote or Create it directly to an invoice. For this exercise we can Save it as a Price Quote. Once it is saved, You can also go back in and update the quantity and the List Price of the items on the invoice. Click the Edit Button next to the parts line:

quote5.png

Form here you can update the quantity and the List price of the individual lines. Once that is complete you have a few different options, You can use the Print Quote, Email Quote, Save Delete or convert this Quote to a Parts Invoice. 

Quote6.png

What's Next

Now you can create a Parts Quote. Remember the quote will not remove parts from your local inventory, So just because there was a quantity available when you made the quote make sure you still have stock on hand when you go to invoice the quote.