Effectively managing your shop supply expenses in Easy Truck Shop is crucial for accurate financial tracking, even if these expenses are not billed to customers. This guide explains how to track such non-billable expenses using purchase orders.
Overview
Shop supplies often need to be recorded as expenses without linking them to a customer invoice. In Easy Truck Shop, handling these transactions can be done efficiently by treating the supplies as fees within a purchase order (PO) instead of parts.
Steps to Track Non-Billable Shop Supply Expenses
Create a New Purchase Order (PO) - Navigate to the purchase order section within Easy Truck Shop.
Receive Shop Supplies as a Fee - Instead of categorizing the shop supplies as parts, select the option to receive them as a fee.
Save the Expense Record - Complete and save the purchase order. This ensures the expense is logged without assigning it to any customer invoice.
By following these steps, you maintain an accurate record of shop supply expenses for internal tracking purposes while avoiding direct billing to customers.
This approach is particularly useful for managing overhead or general-purpose items that are not tied to specific customer jobs.