Special Order Parts from an Invoice

Every part must be entered into EverLogic, even if it is just a one-time "Special Order". Fortunately, in EverLogic you do not need to leave the Invoice to complete this simple task.

1. Access the Parts Invoice

2. Key the UPC, Part # or Description 

3. Hit the Enter Key

4. Click the "My part is not here" Button

5. Select "Add Part From Catalog"

6. Click Search

7. Designate Bin

8. Select Category

9. Enter the number already in stock

10. Assign as a Core and add Core Amount, if necessary

11. Click OK

12. Click the "Add to PO?" Button

13. Choose to Add to a new PO or Add to Existing PO

14. Complete any required fields; notice the Order Type shows as Special Order

15. Scroll to the right to view the Customer Name associated with the Special Order, along with the Invoice#

16. Return to the Invoice and scroll to the right to view the PO# associated with the Special Order

17. Navigate to the Parts & Service Tab and select Receive POs

18. Select the Vendor or key the PO #

19. Click Search

20. Select the PO to be received

21. Key the Quantity Received

22. Click the Receive Item(s) Button

23. Click OK





Related Articles:

System Setup for Alternate Part Numbers

Adding a New Part / New Part Inventory

Adding Parts to Inventory from a Invoice / Repair Order

Creating a Parts Purchase Order

Special Order Parts from a Repair Order

Receiving a Purchase Order and Creating a Back Order PO

Create / Close a Parts Invoice

Create / Close a Repair Order

Search Parts

Asterisk Showing on Parts Search

Parts Cycle Count

Parts Price Comparison Feature (Profit Margin Formula)

Creating Part Bins

Moving Parts / Contents of a Bin