Invoice Entry Screen

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale	TireMaster Plus	TireMaster Corporate

Detailed information for a work order, including the items sold and their prices, is entered on the Invoice Entry screen.

Item	Description
Reconciliation Code Button	Displays the reconciliation code assigned to a work order. This button is visible only for national account and government support work orders.
Date	Displays the date the work order was started. This date can be changed for work orders that need to be backdated.
Sales	Displays the user ID for the salesperson who started the work order.
Sold To	Displays the customer's name. If you selected the wrong customer when starting the work order, you can click this button and look up the correct customer.
Contact	Lets you select a phone number or email address for contacting the customer from a list.
Tax Level	Lets you change the tax level used for calculating the customer’s sales tax.
Ship To	Displays an alternate shipping or billing address, if any. To select a shipping address, click this button. Then select Reusable Address when prompted, and choose the address from the list. If you need to enter the address for a roadside location where a service call occurred, see Create a Service Call Work Order for more information.
Unlabeled Contact Fields	Displays the phone number or email address selected from a list, along with the name or description assigned to the selected contact method. You can also type a customer’s contact number and a description in these fields. (Example: 555-333-9393. Anne’s Cell Phone.)
Vehicle	Displays the vehicle’s year, make, and model, along with the mileage entered.
Chk	Lets you access a service checklist for tracking recommended services.
Fitment	Lets you look up tire sizes that are compatible with the selected vehicle, along with other tire and wheel specifications such as PSI and torque values. Note: This button is active only if you’ve installed the fitment guide. For more information, see Fitment Guide.
WO Notes	Displays the notes that were entered in the Comments field on the Work Order screen. The content of this tab can be updated, and it prints on completed invoices.
Customer Notes	Displays the content that was entered in the Notes field on the General tab of the Customer Maintenance screen. These notes can be updated on the Customer Maintenance screen only.
Customer Information	Displays the content that was entered on the Information tab on the Customer Maintenance screen. These notes can be updated on the Customer Maintenance screen only.
Quantity	Lets you enter the number of items being sold.
Size	Displays an item’s size.
Description	Displays an item’s description. Note: Only the description of noninventoriable items can be updated at point of sale.
Parts	Displays an item’s parts price, if any. This number can be changed at point of sale.
Labor	Displays an item’s labor price, if any. This number can be changed at point of sale.
FET	Displays the federal excise tax assessed for the item. This number can be changed at point of sale.
Tax	Lets you define whether to assess sales tax on parts, labor, or both. To cycle through the options for this field, press repeatedly.
Extend	Displays the total price for an item. This amount is calculated by multiplying the total of the parts, labor, and FET prices by the item’s quantity.
Sales	Displays the user ID for the salesperson who sold the item.
Mechanic 1	Displays the user ID of the primary mechanic for an item sold.
Mechanic 2	Displays the user ID of the secondary mechanic for an item sold.
Flat Rate	Displays the default flat rate assigned to labor items. This value can be updated with the actual number of hours taken to complete the job. For more information, see Calculate Mechanic Productivity.
Core Return	Lets you define the core charge that a vendor assessed when you bought a part that can be remanufacturered. If a customer is buying a part from you, this field can also be used to record a core charge that you’re collecting from the customer. This amount can be refunded if the customer returns the old core. For more information, see Record Core Charges . If you cannot see the Core Return field, scroll to the right.
Product Code	Displays the product code assigned to an item. If you cannot see this field, scroll to the right.
Work Order Status Settings (lower-left corner)	Lets you select the status of the services and repairs associated with the work order. (For example, In Progress or Done.) Work order statuses can be customized for each dealer. For more information, see Work Order Status Indicator.
Add	Lets you add a item to the work order.
Price Level	Lets you access a list of available price levels, which can be used to offer the customer special pricing for an item.
Delete	Lets you remove an item from the work order.
Adjust	Lets you adjust the price of the replacement item that’s sold when a customer returns an item that’s defective. For more information, see Adjustment Sales.
Option Cost	Lets you enter the actual cost, including federal excise tax, of noninventoriable items. For more information, see Option Cost Method.
Casings	Lets you record information about casings that a customer has brought in for retreading.
GM Viewer	Lets you access the GM Viewer, which shows the gross profit that a sale will generate.
CC Application	Lets you access one or more credit card application screens and the configuration screen for the Merchant Partners electronic card processing system. This button is available only when the Merchant Partners credit card processing system is installed.
Svc Intervals	Lets you access service interval information for the selected vehicle on systems that are integrated with the Epicor^® ISE™.
Promised	Lets you set a promised time for when the job will be finished.
Parts & Labor	Lets you access integrated parts and labor guides, such as those distributed by Mitchell 1^® and Epicor^®. Note: This button is active only if you’ve installed an integrated parts and labor guide. If you’re interested in using one of these products, contact your sales representative.
Inspect Sheet	Lets you access an inspection sheet for the selected vehicle on systems that are integrated with the Epicor^® ISE™.
Work Order	Lets you generate hard copies of the work order.
Complete	Let you collect payment for the sale and generate a completed invoice.
Quit	Let you close the screen.
Parts	Displays the total parts price for the items on the work order.
Labor	Displays the total labor price for the items on the work order.
Shop	Lets you do one of the following: To assess a shop charge for the work order, select the check box. To exclude a shop charge from the work order, clear the check box.
Tax	Displays the amount of sales tax assessed for the items on the work order.
Total	Displays the sum of the total parts price, total labor price, and sales tax.