The sales screen is used to issue an invoice to a customer for a part or multiple parts only.

Commonly Asked Questions

How to add a new Sale into WorkshopMate

As a default upon entering the sales screen you will see no jobs displayed, if you wish to search for a particular job enter the job number and click search. If you want to filter on only a certain status of job you can drop the box down and select the desired status. Alternatively enter in a date range and search on jobs between the selected ranges. Click the search button to view the results.

First enter the Customers name or create a new customer if they don’t exist.

Defaults to current date but can be altered if needed.

Defaults to current date when finalising sale but can be altered if needed. This is the date in which you are invoicing the customer.

If the customer has supplied you with a Purchase order number it can be entered then will automatically print on the invoice.

If parts have been into the system with barcode scan & they will appear on the sales invoice. This field can be used to manually type the bar code & by hitting enter it will be also added to the sale.

This will default to excluding GST or including GST depending on default settings in company settings however it can be changed whilst creating the sale.

Select the part code of the part you wish to sell. You can choose as many parts as you like to display on the invoice.

Once a part has been selected from the list the description will automatically appear, you can leave it as it is or make changes to it by clicking into the field.

Enter how many of this product is sold, for oils partial quantities can be enter for example 1.5

Individual Unit cost of this product

Individual Unit price of this product

If no tax applies to the product choose No Tax.

If unit price is not known a total can be entered which back calculates unit price.

This message will be printed on the lower portion of the invoice.

If customer is to be changed Freight enter the amount.

Rounding will be applied automatically depending on settings in Company details (5 or 10 Cents)

This will save the sale as a quote and will allow you to make further changes prior to invoicing the customer

This will save the sale as a tax invoice and will allow you to print and email the invoice.

After a Sale has been Saved or Invoiced you will get the following options:

Add a receipt to the Sale, this will also apply to the invoice if the Sale has been Invoiced.

This will allow you to Cancel the Sale entirely, you will not be able to undo this.

Cancel the Invoice on the Sale, allowing you to update the details and re-invoice.

Update the Sale (If not already Invoiced)

Print or Email a Quote to the Customer.

Print or Email the Invoice to the Customer.