Parts Department - Suggested End of Financial Year Process

Introduction

This page is dedicated to giving you a list of suggested processes that should be followed within the Parts Department at the End of Financial Year.

Suggested Processes

Review and Manage

• Invoice all open parts invoices to clients and repair orders. (only if parts have been supplied)

• Clean-up old client orders and quotes.
• Close un-receipted supplier orders. (only if parts have been received from supplier)
• Commit and Finalise your parts stocktake and run all available reports with the stocktake manager.
• Mark zero quantity parts as inactive. (trough the parts management tab)

Reports to Print Off

Print off all the relevant reports we recommend:

• Parts Valuation report - Run this report as at the 30th June. (this report is found under the Stock tab within the Parts Report Menu)
• Parts Client Orders Owing report (this report is found under the Financial tab within the Parts Report Menu)
• Pending Supplier Orders report (this reports is found under the Stock tab within the Parts Report Menu)
• Debtors - Parts & Service report - Select the grouping option of "Parts Debtors Only" (this report is found under the Financial tab within the Parts Reports Menu)

Downloadable Document

This page in a downloadable document format - Parts Department-Suggested End of Financial Year Process.pdf