Difference between revisions of "How do I sell multiple units on an invoice?"

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== Summary ==
 
== Summary ==
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This article will explain how to sell multiple vehicles on a [[Selling a unit|Vehicle Sales Document]].
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This article will explain how to sell multiple units on a [[Selling a unit|Unit Sales Document]].
  
 
== More Information ==
 
== More Information ==
 
Click [[Selling a unit|here]] to see how to start creating a document.
 
Click [[Selling a unit|here]] to see how to start creating a document.
  
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Once you have entered the Primary vehicle, use the following method to add additional vehicles.
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Once you have entered the Primary unit, use the following method to add additional units.
  
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*Click on the {{Tab|Additional Vehicles}} tab.
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*Click on the {{Tab|Additional Units}} tab.
 
*#Press {{KeyPress|F6}} or click {{Button|Add}}.
 
*#Press {{KeyPress|F6}} or click {{Button|Add}}.
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*#Select the vehicle to be added:
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*#Select the unit to be added:
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*#*If the vehicle being added is a vehicle that is in stock:
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*#*If the unit being added is a unit that is in stock:
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*#**At {{DataPrompt|Vehicle no.:}}, enter the vehicle {{DataValue|[[Creating a new unit|stock number]]}} if known. If the stock number is not known then press {{KeyPress|C-F1}} to search for the vehicle.
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*#**At {{DataPrompt|Unit no.:}}, enter the unit {{DataValue|[[Creating a new unit|stock number]]}} if known. If the stock number is not known then press {{KeyPress|C-F1}} to search for the unit.
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*#*If the vehicle being added is a non-stock vehicle:
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*#*If the unit being added is a non-stock unit:
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*#**Leave the {{DataPrompt|Vehicle no.:}} blank.
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*#**Leave the {{DataPrompt|Unit no.:}} blank.
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*#**Fill in the details of the vehicle including {{DataPrompt|Model:}}.
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*#**Fill in the details of the Unit including {{DataPrompt|Model:}}.
  
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{{Information|text=''You will not able to add a non-stock vehicle to a Vehicle Sales Document if you are creating an Invoice. You will also need to [[How do I assign a stock number to a non-stock sale units?|allocate]] a stock number to any non-stock vehicles prior to invoicing.''}}
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{{Information|text=''You will not able to add a non-stock unit to a {{VS}} Document if you are creating an Invoice. You will also need to [[How do I assign a stock number to a non-stock sale units?|allocate]] a stock number to any non-stock units prior to invoicing.''}}
  
 
*#Check the {{DataPrompt|Sale price:}} is correct for the deal that you are doing.
 
*#Check the {{DataPrompt|Sale price:}} is correct for the deal that you are doing.
 
*#Once happy with the details, click the {{Button|Done}} button and click {{Button|Accept}}.
 
*#Once happy with the details, click the {{Button|Done}} button and click {{Button|Accept}}.
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''This will add the vehicle to the document as an additional vehicle.''
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''This will add the unit to the document as an additional unit.''
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*Repeat the steps above to add more additional vehicles.
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*Repeat the steps above to add more additional units.
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*Once all vehicles have been added to the document click on the {{Tab|Print and summary}} tab.
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*Once all units have been added to the document click on the {{Tab|Print and summary}} tab.
 
*Click {{Button|Print}} to produce an updated {{VS}} document and click {{Button|Accept}} to save the changes.
 
*Click {{Button|Print}} to produce an updated {{VS}} document and click {{Button|Accept}} to save the changes.
  
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* [[How do I assign a stock number to a non-stock sale units?]]
 
* [[How do I assign a stock number to a non-stock sale units?]]
  
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{{KB_Tags|add, additional, extra, multiple, many, few, more, than, 1, one, vehicles, motorcycles, cars, caravans, motor, homes, motorhomes, sales, order, invoice, document, sell, selling, produce, vehicle}}
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{{KB_Tags|unit, add, additional, extra, multiple, many, few, more, than, 1, one, motorcycles, cars, caravans, motor, homes, motorhomes, sales, order, invoice, document, sell, selling, produce, vehicle}}
 
{{Guide}}{{KB_VS}}
 
{{Guide}}{{KB_VS}}

Revision as of 11:11, 11 April 2019

Summary

This article will explain how to sell multiple units on a Unit Sales Document.

More Information

Click here to see how to start creating a document.

Once you have entered the Primary unit, use the following method to add additional units.

  • Click on the [Additional Units] tab.
    1. Press <F6> or click [Add].
    2. Select the unit to be added:
      • If the unit being added is a unit that is in stock:
        • At "Unit no.:", enter the unit 'stock number' if known. If the stock number is not known then press <Ctrl+F1> to search for the unit.
      • If the unit being added is a non-stock unit:
        • Leave the "Unit no.:" blank.
        • Fill in the details of the Unit including "Model:".
You will not able to add a non-stock unit to a Unit Sales Document if you are creating an Invoice. You will also need to allocate a stock number to any non-stock units prior to invoicing.
    1. Check the "Sale price:" is correct for the deal that you are doing.
    2. Once happy with the details, click the [Done] button and click [Accept].

This will add the unit to the document as an additional unit.

  • Repeat the steps above to add more additional units.
  • Once all units have been added to the document click on the [Print and summary] tab.
  • Click [Print] to produce an updated Unit Sales document and click [Accept] to save the changes.

See also


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Keywords AND Misspellings
unit, add, additional, extra, multiple, many, few, more, than, 1, one, motorcycles, cars, caravans, motor, homes, motorhomes, sales, order, invoice, document, sell, selling, produce, vehicle
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