How to setup a surcharge or fee using a "O" memo
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How to create a Memo
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> Memo to force sales tax
> -- Forces Tax Forces a part to be taxed even if the customer is EXP (exempt on parts) such as Oil and Fluids are taxable no matter the customers tax status in certain states. TAXABLE ITEMS (Petroleum based items special setup) If a Customer is set to a tax area of EXP (See SPECIAL TAX AREAS in 5. Customer M…
I inhouse memo
I– Inhouse The memo I is used for I n-House rebuilds. When rebuilding starters, alternators, engines, etc. in the Workorder area, the individual parts are pulled and the completed part is entered into stock as an I n-House, tracking all the parts and labor with it.
# memo (for serial numbers)
# -- Serial Number The # memo allows Serial Numbers to be attached to parts in the inventory and noted when the parts are sold. This is handy when serial numbers must be tracked on the items in stock. Manually adding Serial Numbers to a part is done under [F6] options with the Add S erial # feature. Serial Numbe…
S memo on sized parts
S – Sized Sized parts are setup using the S memo on one of the items in the list. Sized items such as Rod Bearings can have sizes of standard, 10, 20, 30… and more. Sized parts are grouped together under the Standard or Primary part number, when that number is accessed the system will display the different sizes a…
Zero memo
0 – (zero) Costing/Sales The number zero in the memo field will allow the part to be sold without entering a quantity simply enter the selling price on the inventory screen. Miscellaneous charges can be sold this way and tracked to a separate General Ledger account separate from regular inventory and parts sales. …
Q quantity pricing discount
The Q memo is a very special setup and may not be on your memo list by default. To add the Q memo go to an item in inventory and edit that item. Go to the Memo field and use the drop down to view the current memo's, press [F2] on your keyboard while in the Memo list to enter a new code as shown: Apply the Q me…
H & J memo inhouse and drop
H – Inhouse Memo Items with the H memo and a note setup in the Inventory Management screen (under N otes) will display the note as an Important Inhouse Message and pause at point of sale. Useful on reminders to salespeople or alerts on additional parts or accessories that are needed or available for the part bei…
D memo dimensional by size
D – Dimensional By Size Dimensional items are setup with the D memo to allow measurements to be entered at the time of sale. The D memo is used for glass, sheet metal, etc., basically anything that needs a "width X length" type measurement when sold. It may also help to refer back to the section on MEASURE (Bulk …
