When a customer requests a Parts Quote, learn how to create the quote and print or email it to the customer.
Select DealerTeam Parts from the App menu. Click on the Parts Invoice tab.
To begin, click the New button.
Use the look-up to choose the Account.
Enter a Part Number or Description into the Part Search box to return all results. Click on the desired part.
Click Enter/Return from your keyboard to add the Part to the Part Line. Repeat the process to continue adding parts.
The User can choose to Create Invoice or Save Price Quote at this step. Use the Tax Exempt check box to control whether or not the Part is a taxable item.
Click the Save Price Quote button. After the Parts Quote is created it will receive a PQ#.
Use the buttons located at the top of the record to Email Quote, Print Quote, or Convert to Invoice.
To include taxes to the Parts Quote, uncheck the Tax Exempt check box.
PDF Example of a Parts Quote
This is an example of the PDF that would be emailed of printed for the customer.