Support • PartBase PRO Manual

The Sales Module can be accessed by selecting the "Sales" option from the menu bar. 

You may also use the PartBase PRO Classic menu and click on Sales Module to bring up the Sales Module menu. 

The 5 sections to the sales module are Invoicing, Sales History, Payments, RMA, Reports

General Information

The PartBase PRO Sales Module has been developed to give PartBase users a way to create an invoice and track their sales history. You will be able to build a valuable history database on your part purchases and sales. You can track a part from where it was purchased to where it was sold.  This includes: P.O. Number, vendor name, cost, part number, quantity sold, Mfg., date code, package, New/Pull/Refurb, your customers P.O. number, your customers internal part number, sale price, date sold, buyer name, a miscellaneous notes field, and RMA number. This information will be stored in the PartBase program where you will be able to easily access it with a click of the mouse.

This module is designed to work with, not replace your current accounting program. With the Sales Module you will be able to create an invoice from within the PartBase program. The company information in your View/Edit company database, “bill to” “ship to” information, shipping instructions, warranty, terms, salesman, and customer contact will be copied automatically to a new invoice.

We recommend you use this module at the beginning of every sale.  This way all information about the sale will be stored in the Sales Module history database.  You may then use the PartBase hard copy invoice as your customer copy or the internal company sales order. The PartBase hard copy invoice can then be given to the shipping and/or accounting department for processing. You have a paper trail and a full part history that can be viewed at any time.

The Sales Module is user protected.  Limited access can be set for each user in the set up information from the PartBase main menu. See Set-up Information section of the main menu for further instruction on setting up limited access for users.

See also the Sales Module Settings in Setup to configure the defaults used in the Sales Module.