Option to steal parts from one customer to another (special order parts only)
The users have the option to 'steal' parts from one customer invoice (for special order parts) and allocate them to another customer invoice (for special order parts).
An example where stealing a part is beneficial:
Customer A orders a part that is not in stock. The dealership creates a parts sales invoice and a special order is created for this part. The part is received and on Customer A parts sales invoice, the part is indicated as stocked.
Customer B comes in and is after the same part asap. As the dealership knows that Customer A is not going to be in for a couple of days (long enough to get the vendor to ship another part) and they do not want to miss out on the sale, the dealership decides to “steal” the part allocated to Customer A and sell it to Customer B.
If the user has the correct permission setting, , they will be able to “steal” special order parts and reallocate them to another customer.
How to process the steal:
Customer A, the part sales invoice is already in the system.
For Customer B, create a new part sales invoice, add the relevant part/s and save.
The invoice must be saved first so that invoice ID is generated and the special order part is added to a PO.
Once saved, highlight the line item you want to “steal” from another customer, then right-click for menu option to come up.
From the menu option click on Steal Part from Other Invoice…
The Steal Part From Invoice screen will now show.
It lists all the open (not paid) invoices for other customers that have the same part, the same quantity, and the part has been special ordered:
In order to select an invoice (from which to steal the part), user has to highlight the invoice row and then click OK or double-click on selected invoice row.
User will be asked to confirm the “steal”:
Once confirmed, the system will swap the special order part from the original invoice to the “new” invoice, as well as update corresponding POs.
The feature is implemented in Part Sales Invoices and Service Order invoices.