When a customer has a part (such as an oil filter) they may request a similar part in exchange. Follow the process below to exchange the part for the similar part.



Navigate to the Dashboard.


Select the Sales tile under the "Parts and Accessories" tile set.




Click New Invoice from the left hand navigation.






Complete the customer information.


Search for the part by clicking on the search icon.






Input search data and click Search.






Select the part and click Add Selected.






Click the Similar Part icon.



NOTE: If there is no similar part icon that part has no similar part associated with it.





Click the Similar Part icon next to part you'd like to substitute.






Enter the quantity sold.





Complete the payment information and click Payment





Click Complete Sale after accepting the payment.






If you have autoprint settings turned on the invoice print screen displays. Click Print.





The invoice will display.