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Transferring Sales From a Labor to a Part Account

This feature allows you to transfer sales from a labor account to a part account. For example, labor hours can be transferred to a sublet part account for glass R&I when replacing a quarter panel. The sublet sales amount can be costed as a part amount.

Adjustments cannot be made to line items with an existing purchase order or invoice.

To transfer sales from a labor to a part account

Open the workfile.
Select View > Accounting Activity from the toolbar. The Accounting Activity screen opens.
Select the Sales Adjustment tab, and the select New Sales Adjustment from the toolbar.
Select the Labor to Parts - Transfer sales from a labor account to a part account option, and then select Next.
Select the line item from the list, and then select Next.
Select the labor account from the Transfer To droplist, and then enter a part dollar amount in the Transfer $ field.
Enter part number and edit the description in the appropriate fields under the Part Line section.
Select Finish.

Note: You can also access this feature by selecting Actions > New > Sales Adjustment from the workfile toolbar.

Overview

Repair Workflow

Screen Description

New Sales Adjustment Screen

Select Labor Line Screen

Transfer Labor Sales to Parts Screen