Step 1: Start a New Sale
Click Parts from your main menu
Go to the Sales tab
Click New Sale
Step 2: Add Customer and Parts
Select the Company/Customer buying the part(s)
Or add a New Customer if they’re not in the system yet
Add the parts being sold by:
Searching your inventory
Selecting each part and quantity
Step 3: Confirm Pricing
Double-check prices, tax, and any discounts
Make sure the Sales Price looks correct (uses your Price Matrix if set)
Step 4: Complete the Sale
Click Save to create the sale record
Collect payment and finalize the invoice as needed
Print or email the receipt to the customer
✅ That’s it! You’ve completed a counter sale and your inventory will update automatically.