Quotes, Workorders, Invoices, and Cash Sales
Most GlasPacLX orders begin as estimates and are saved as one of the following order types. And in general, are saved in the following progression. However, if you know the order type at the onset, you can select a ready-made order type, ensuring that all of the required fields will be enabled for that order type.
Quote - An estimate of your charges for parts and labor, prepared for a customer. All orders and sales start out as quotes. A saved quote can be reopened and changed. It can be changed to and saved as a workorder, an invoice or cash sale.
Workorder - A record of parts on order and/or labor to be performed in agreement with the customer.
Invoice - A document listing the parts and labor sold and your charges for them. Save the quote as an invoice if the payment type is a charge or an insurance claim.
Note: If set up to do so and with security access rights, invoices can only be modified at a text-based reporting level once they are saved; no accounting, pricing, costing, or taxing details can be changed once saved.
Cash Sale - Similar to an invoice, except that the payment is by cash, credit card, or check, and you collect the total payment at the time of sale.
Note: If set up to do so and with security access rights, cash sales can only be modified at a text-based reporting level once they are saved; no accounting, pricing, costing, or taxing details can be changed once saved.
A user's ability to open, modify, and delete the different order types depends on his or her security access types.