Selling parts is often the most common activity that will happen within a dealership on a daily basis, however the rules that need to be followed when selling those parts can take some getting used to when it comes to using DX1.
Part 1: Selling parts directly out of in stock inventory ( most commonly referred to as selling a part over the counter )
1. Any part with at least 1 in stock for the part number is considered an over the counter sale
2. The part can be sold to a specific customer within the dealerships customer search tile or to a Cash customer.
Note: The part MUST be in stock to sell to the cash customer. A cash customer is defined as someone who has not yet been added to the dealerships customer base, or someone who wishes to not have themselves added to the dealerships customer base.
Along with searching for parts directly from the parts sale screen, microfiche can be used to look up the needed parts for the sales as well. The dealership has a couple of options if they wish to incorporate that functionality to the parts sale process.
Dealerships have two different ways to use microfiche: Note: Microfiche is an additional cost to the dealership and is not included with the DMS
1. Using the DX1 internal microfiche integration
2. using a third party option ( example: HLSM, Parts Manager Pro)
Recommended articles to review for an over the counter parts sale
DX1 Fiche for DMS Overview Note: For this link it is referring to the microfiche offered by DX1
Third Party Microfiche companies we work with:
PMP ( Parts Manager Pro)
Parts Smart ARI
Part 2: Selling a part that is not in stock ( most commonly referred to as the special order process)
1. Special Order part sales require a customer name, special orders CANNOT be sold to a CASH customer
2. The customer name follows the part through the ordering, receiving, and picking up of the part to complete the sale.
3. If a return is done after the special order part has been picked up from the dealership, that part is added back into inventory for the given part number.
Since the Special Order process can involve not only the initial invoice but also the ordering and receiving portions before pickup and completion of the sale itself, there are a few articles that the user may want to review depending on the role the user has in the dealership .
Recommended articles to review as a parts counter only person ( example: the user is not involved with the ordering or receiving portion of the special order process)