With this latest update, users can now link purchases directly to jobsheet or sales invoice lines when adding parts. We have improved the ability to see which purchase items are linked to specific jobs. This makes it easier to track whether a part was ordered for a particular customer or vehicle.
What’s new?
Linking a part directly from a jobsheet or invoice: When adding a part to a jobsheet or invoice, you’ll find a ‘Purchase Details’ section at the footer, where you can search for and link a purchase order or invoice. Search results will display key information, including ‘Available Qty,’ showing how many parts are unallocated on the purchase document. If needed, pressing the tab key while in the search box allows you to create a new purchase document. If the part doesn’t exist or has no available quantity, a new line will be created.
Viewing linked purchase information: A new ‘Purchases’ tab is now available in both the jobsheet and sales invoice screens. When a part line is linked to purchases, they will appear in this tab, providing you with detailed information about the part, including profit. You can access this information by clicking the arrow to the left of each part in the ‘Purchases’ tab.
Linking GSF Car Parts Purchases: When you order a part through the GSF integration, the linked purchase document now appears under the Purchases tab on the jobsheet. This shows the ordered parts along with sales and purchase details. Expand the part entry to view the linked purchase documents.
Documentation
We’ve put together some new documentation to go through the new functionality:
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