Entering a Counter Sale

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Entering a Counter Sale

 

Overview

This document will explain how to sell enter a counter sale in StockTrac Expertise.

 

Procedure

To enter a counter sale of a part, create a new ticket in Point of Sale. Select an existing customer or add a new customer.  Add a part to the ticket. Click on the drop down next to “Sale Type“, and choose “Counter Sale” as shown below.

Window Capture

 

Continue and finish the estimate/invoice as usual. By selecting “Counter Sale”, you will not be prompted for a technician for that part.

 

 

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