change a work order to a sales invoice

Posted by Zunibear on February 15, 2007, 4:52 pm

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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

Posted by Terrible Tom on February 15, 2007, 8:30 pm

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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
--
Stop fishing for e-mail

"Zunibear" wrote:

> 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

Posted by Elizabeth on February 16, 2007, 10:20 am

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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.

--
Elizabeth M.

> 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

> --

> Stop fishing for e-mail

> "Zunibear" wrote:

>> 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