To create a Parts WIP, access Point of Sale / Point of Sale / Parts.



1.    Loading Client Details


Click on the Customer … (ellipsis) search box




The Customer Word Search screen will appear.  Enter the name and click Search.




 


The Customer Search screen will appear.



If the customer is found, select the customer from the list. Click OK.



If the customer is not found, you can create it.  Follow this link on how to:

https://learnsystime.auxosoftware.com/en/support/solutions/articles/51000204333-crm-how-to-create-a-new-customer-record

              



After creating or selecting the customer, the Customer’s details will appear on the WIP as shown below.


 




2.    Adding parts to the WIP


Refer to this link on how to add parts to the WIP: https://learnsystime.auxosoftware.com/en/support/solutions/articles/51000419402-adding-a-part-number-to-a-wip 



3.    Creating order and reserving parts for a customer


If the part has no stock and the customer wants to order from the supplier, you can create order for the customer in POS.  To do this follow this link:  https://learnsystime.auxosoftware.com/en/support/solutions/articles/51000419539-parts-ordering-in-pos



4.    Invoicing the Parts WIP


Prior to invoicing, the parts progress status should be P.  It the status is not P, the part will not be included in the invoice. To invoice a WIP, refer to this link:  https://learnsystime.auxosoftware.com/en/support/solutions/articles/51000419446-invoicing-a-wip