Weld Shop Box Sales

Weld Shop Box Sales-
4 Types of Box Sales
1)Custom Weld- Parts Only, charge Brevard Sales Tax Rate
2)Lump Sum-Weld Shop Box Sale- Labor and Parts/Materials, “Use Tax Paid”
3)Labor Only Service- No Taxes, must go under service tab and list under Weld Shop Work
4)Cut Sheet with Service Ticket- Create Box Sale

1)Custom Weld Custom Weld- Parts Only, charge Brevard Sales Tax Rate

•Receive FDC Welding Job Invoice from Weld Shop
•Open SME
•Click Service & Install Menu
•Select Service
•Select New
•Type in Customer Name from Job Invoice into the Name Column
•If Customer Name is not found, you will need to type in Weld Shop, double click on line item name
•Details and Settings Tab will display
•Service Code Field- Change to -Box Sale
•Go to Work Requested Tab
•Services Requested Column on left hand side of page, type in Details from Description of Work listed on the FDC Welding Job Invoice
•Go to “Tax” Tab
• “Tax Group/Code”- Verify the correct County Sales Tax is selected.
•If it is blank or the incorrect County is showing, check the Sales Tax rate for Brevard County, which has an Order Tax Rate of 7%
•Click the drop down and select accordingly. (i.e. Pinellas County Sales Tax) Order Tax Rate 7
•Click Refresh Tax Rates and go to“Materials” Tab
•This rate will be applied to ALL items that DO NOT have a County SalesTax Rate
•Go to Order Items Tab
•Click Black Materials Button
•Select Inventory Items will display
•Go to either Name, Number or Description depending on how the Weld Shop provided details on FDC Welding Job Invoice and type in the correct column accordingly
•Double Click on correct part once populated
•If a Part is not listed, type Custom Weld in the Name Column and double click the line item once populated
•Add Items to Order Screen will display
Quantity- Drop Down to the quantity as shown on Job Invoice
Non-Taxable Box- Un-Check
Class- Enter the Sales Tax Rate for Brevard County, which is 7.00% FL Use Tax
Description- Type in the description on the FDC
Price- Enter the Price per the Job Invoice
Click OK
•Continue this step until all materials are added per the Job Invoice
•Order Items Screen will appear
•Verify Order Items Under Price Column to Ensure Prices match the FDC Welding Job Invoice
•Go to the “Totals” Tab
•Verify the “Charges Column” to the FDC Welding Job Invoice provided by the Weld Shop
•Trip Charge Field- Change to $0.00
•Verify accuracy if all is correct
•Verify Sales Tax Field is accurate
• Generate Invoice
• Select “Print/Email” Tab
•Ensure “Export to QuickBooks” Tab is checked
•Click the drop-down box and select Service/Box Invoice (Non- Repeating)
Print (2) Copies of the Invoice and attach in the front of the FDC Welding Job Invoice with paperclip
•If Customer is Present and picking up Welded Items, provide them with a copy of the invoice.
•If they are not Present, go onto the next step to email them a copy
•Select “Print/Email” Tab
•Click dropdown box and select Email Service/Box Invoice (Non-Repeating)
•Email template will display with the email address to send the invoice
•Carbon Copy (Cc) your email address so you will receive a copy of the invoice in your email for your records of sending the invoice
•File Invoices in A/R Black Box in alphabetical order next to file cabinets in Billing

2)Lump Sum-Weld Shop Box Sale- Labor and Parts/Materials, “Use Tax Paid”

•Receive FDC Welding Job Invoice from Weld Shop
•Open SME
•Click Service & Install Menu
•Select Service
•Select New
•Type in Customer Name from Job Invoice into the Name Column
•If Customer Name is not found, you will need to type in Weld Shop, double click on line item name
•Details and Settings Tab will display
•Service Code Field- Change to -Box Sale
•Go to Work Requested Tab
•Services Requested Column on left hand side of page, type in Details from Description of Work listed on the FDC Welding Job Invoice
•Go to “Tax” Tab
• “Tax Group/Code”- Verify the correct County Sales Tax is selected.
•If it is blank or the incorrect County is showing, check the Sales Tax rate for Brevard County, which has an Order Tax Rate of 7%
•Click the drop down and select accordingly. (i.e. Pinellas County Sales Tax) Order Tax Rate 7
•Click Refresh Tax Rates and go to“Materials” Tab
•This rate will be applied to ALL items that DO NOT have a County SalesTax Rate
•Go to Order Items Tab
•Click Black Materials Tab
•Select Inventory Items will display
•Go to either Name, Number or Description depending on how the Weld Shop provided details on FDC Welding Job Invoice and type in the correct column accordingly
•Double Click on correct part once populated
•Add Items to Order Screen will display
Quantity- Drop Down to the quantity as shown on Job Invoice
Non-Taxable Box- Un-Check
Class- Enter the Sales Tax Rate for Brevard County, which is 7.00% FL Use Tax
Price- Enter the Price per the Job Invoice
Click OK
•Continue this step until all materials are added per the Job Invoice
•Order Items Screen will appear
•Verify Order Items Under Price Column to Ensure Prices match the FDC Welding Job Invoice
•Go to the “Totals” Tab
•Verify the “Charges Column” to the FDC Welding Job Invoice provided by the Weld Shop
•Trip Charge Field- Change to $0.00
•Verify accuracy if all is correct
•Verify Sales Tax Field is accurate
•Generate Invoice
•Select “Print/Email” Tab
•Ensure “Export to QuickBooks” Tab is checked
•Click the drop-down box and select Service/Box Invoice (Non- Repeating)
Print (2) Copies of the Invoice and attach in the front of the FDC Welding Job Invoice with paperclip
•If Customer is Present and picking up Welded Items, provide them with a copy of the invoice.
•If they are not Present, go onto the next step to email them a copy
•Select “Print/Email” Tab
•Click dropdown box and select Email Service/Box Invoice (Non-Repeating)
•Email template will display with the email address to send the invoice
•Carbon Copy (Cc) your email address so you will receive a copy of the invoice in your email for your records of sending the invoice
•File Invoices in A/R Black Box in alphabetical order next to file cabinets in Billing

3)Labor Only Service- No Taxes, must go under service tab and list under Weld Shop Work
4)Cut Sheet with Service Ticket- Create Box Sale