Purchases From Customer = Credit?

Manager SE Settings, Defaults, Database
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timbre4
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Purchases From Customer = Credit?

Post by timbre4 »

One of our reps has a new customer shop moving to Manager SE from a previous system and has this question. When they purchase a vehicle or parts from one of their customers, they create an invoice where the outcome is to give the customer a credit to be used in their shop. Does have any input as to a preferred method to accomplish this? Thanks
Tim McDonnell -
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ricmorin
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Re: Purchases From Customer = Credit?

Post by ricmorin »

We often purchase vehicles from customers. Most of the time we put them into loaner service. My SA came up with this.....

She created a payment type called Transfer. This is used to give the customer the credit for the car. Just make a payment in the correct amount onto the customers account using that payment type and note the details in the Ref. field.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
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timbre4
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Re: Purchases From Customer = Credit?

Post by timbre4 »

Thanks! I'll share this.
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artadot
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Re: Purchases From Customer = Credit?

Post by artadot »

We quite often purchase vehicles and transmission cores from customers. I do an invoice using sublet, so it doesn't affect our margins, with a description of what was purchased, and then put in a negative amount, and then just post the invoice, it will give that customer a credit
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