There are two types of Orders:

• Counter Sales: Contain only parts and notes.

• Repair Orders: Contain parts, labor, sublets, miscellaneous items, or notes.

Each completed Order goes through the following states:

• Quote

• Estimate

• Repair Order

• Invoice.

Counter Sales

• When a Quote that contains only parts and notes is saved, it becomes a Counter Sale and is assigned a number.

  • Counter Sales have green headings that become gray after the counter sale is cashiered.

• To create Counter Sales, see Creating New Counter Sales.

• To locate Counter Sales before they are posted, refer to Searching the Work in Progress Window.