How to Record a Sale of Package

Option 1: Sales Direct / No Job Order

  1. Go to Package Catalog.

2. Select the Package availed by the Customer by clicking the Folder icon

3. Replace the product as needed, and select the Mechanic (required with Service).

If you want to replace the product, click Replace and search for the new product in the Search bar

Note: The Replace Package Product feature is hidden by default. To enable it, go to:
Settings → Role → Select a Role → Point-Of-Sale (POS) group, then check the box for Replace Package Product.

Click Confirm and Add to Cart. Your package will be displayed in the Cart.

4. Choose Payment if the customer is paying now, or Receivable if they’ll pay later.

Here’s the video guide:

Option 2: Package Sales with Job Order

  1. Go to Ongoing Orders > New Order. Fill in the fields,
    • Customer is optional
    • Lead Mechanic is required since this is with Service
    • Motorcycle, Plate No, Odometer and Description is optional
    • Click Add

2. Job order is now added at it is displayed at the bottom of the list

3. Click the folder icon to start adding a package, then click the icon on the right to choose the package you want.

4. Select Mechanic assigned to this customer and replace product, as needed. Then Add to Cart

5. You will see the Package in the Cart, including its composition and the package price at the bottom.

6. Click Save Estimate if the customer isn’t ready to pay yet.
Click Payment if they’re paying now, or Receivable if they’ll pay later.

Here’s the video guide:

How to setup a package catalog?