Counter Sale / Inventory Workflow

[DaylaPCG]

Anyone have a great workflow for Counter Sales (ex. walk in customer purchases filter), using a Counter Sale Invoice instead of creating a job, then adding Service Task Code with Linked Material and able to properly see Inventory adjustment? 

[rstare]

Counter sales invoices I created with corresponding inventory impact. Does this look like what you're trying to do and it's just not impacting the inventory? Are you 100% sure it's an inventory item and tracking start date has been set?

[DaylaPCG]

Thanks all! What I'm *wanting* to happen is to be able to use a specific Service code with a Linked Material (which is tracked in Inventory) and see the quantity adjustment in Inventory. As it stands, not adjusting. If I use the material vs. the service it's not the price we're wanting to see on the invoice (without manually adjusting)!

I love the hive mind here and sure am grateful for the Next account to test all the things! 

[AmberC]

Hi @DaylaPCG! Not an expert on counter sales by far but thought these resources could help: 

https://servicetitan.myabsorb.com/#/online-courses/d69634c1-e3f7-465b-8c53-60f703552fff

https://help.servicetitan.com/how-to/how-to-proc-pos-office

https://help.servicetitan.com/how-to/how-to-proc-pos-mobile

[JessicaSmith]

Counter sales is designed to just sell materials, not services as far as I'm aware (I don't have counter sales turned on at my present company so I can't test anything!)

[rstare]

You can actually sell tasks or materials. Not Equipment as of now though.

[JessicaSmith]

Thanks! It's been a while since I've used that feature!

[rstare]

Hey Dayla,

To confirm, with counter sales/POS you should be able to just sell a material directly?