Parts Invoices
Introduction
The vast majority of dealerships that are selling parts online rely on accurate parts inventory for their operation. That's why it's important to manage the invoicing of their online orders well. Some dealers begin to sell online, only to quit later because the accounting was too difficult to manage. Reconciling parts invoices defer wildly from DMS to DMS, so DealerClear has come up with a simple system that allows maximum flexibility for all DMSs.
Reconciling Parts Invoices
To properly account for online parts sales, dealers must accurate manage both the inbound/outbound of parts moving through their warehouse and sales/refunds/disputes from the marketplace. Every dealer does this differently, but the main rules of operating online are universal:
- All sales and refunds must be accounted.
- All parts that are sold or returned must be accounted for.
- All disputes and chargebacks must be accounted for.
Chances are if you're reading this, you're well aware of these rules and play by them one way or another. DealerClear offers a system to control and manage these 3 rules effortlessly.
Process for Uploading and Reconciling Parts Invoices
1. Configure For Uploading
The vast majority of DMSs in the industry do not provide any type of integration, so DealerClear provides a standardized approach to importing files. You can import your invoices using an Invoice Gateway or by using an Invoice Template.
2. Dealer Uploads Invoices
Automated uploads using SFTP are coming! IF your DMS allows for SFTP file transfers, then you would just provide the credentials to that and the filepath to the folder where the file will be located.