Performing National-Account Sales

The process of creating national-account work orders is similar to the process for regular work orders. The only difference is that TireMaster prompts you to verify the customer’s reconciliation code.

To perform a national-account sale

1. Start a work order as you normally would for a regular customer. For more information, see Starting Work Orders.

2. When the Customer Recon Codes screen appears, select the vendor’s reconciliation code, and click OK. The Invoice Entry screen appears.

Note: If this is an instance when you need to create a regular work order for a national-account customer, click Cancel on the Customer Recon Codes screen.

3. Add items to the work order.

Note: If an item is noninventoriable, it’s added to the work order at its regular price. If an item is inventoriable, its selling cost is either its last cost or an amount established by a price level that has been assigned to the customer. For more information, see Using Price Levels for National-Account Customers.

4. If you need to collect sales tax for an item, make sure the entry in the Tax field is Parts, Labor, or Both. If you need to change the entry, click the Tax field and press repeatedly to make your selection.

Note: A system control setting defines whether sales tax is calculated by default for government-support invoices. For more information, see Sales Tax - Charge Govt. Customers.

Note: A system control setting defines whether sales tax is calculated by default for national-account invoices. For more information, see Sales Tax - Charge Natl. Customers.

5. To finish the sale, click Complete. The Invoice Completion screen appears and the Charge field is selected.

6. Press to insert the invoice total in the Charge field.

Note: Charge is the only available payment type for national-account sales. Do not collect any money from the customer. The vendor will send you a credit invoice for this charge.

7. Complete the invoice. For more information, see Completing an Invoice.

Note: Whether the invoice includes prices depends on the customer’s arrangement with the vendor.