Difference between revisions of "How do I assign a stock number to a non-stock part exchange unit?"
From Catalyst
(→More Information) |
(Bulk update) |
||
| (14 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
| − | The following article explains how to assign a | + | The following article explains how to assign a unit stock number to a non-stock part exchange unit being held on a sales order. |
== More Information == | == More Information == | ||
| − | Go to {{Menu|{{VS}}| | + | {{Units}} |
| − | * Find the sales order in the ongoing orders list with the non-stock | + | This can be done when a customer pre-orders a unit and a sales order needs to be raised before the sale unit has arrived, and you do not want to allocate a stock number to the part exchange unit before it actually arrives on site. |
| + | |||
| + | Go to {{Menu|{{VS}}|Unit Sales Documents}} | ||
| + | * Find the sales order in the ongoing orders list with the non-stock unit is raised, or press {{KeyPress|F2}} to see all orders. | ||
* Point at the relevant order and press {{KeyPress|S-F5}} to assign a stock number. | * Point at the relevant order and press {{KeyPress|S-F5}} to assign a stock number. | ||
| − | * The next available stock number will be shown in a box with some of the information that you have already entered visible. | + | * The next available stock number will be shown in a box with some of the information that you have already entered visible. |
| − | {{ | + | |
| − | * Click {{Button|Done}} and {{Button|Accept}} to create an actual | + | {{Tip|text=Make sure that you check whether the unit has already been created. If it has, then search for the existing unit record. If it has not, then press {{KeyPress|S-F10}} to enter the unit information.}} |
| + | |||
| + | * Click {{Button|Done}} and {{Button|Accept}} to create an actual unit stock number for your unit. | ||
== See also == | == See also == | ||
| − | * [[ | + | * [[How do I find a customer?]] |
| − | + | * [[Selling a unit]] | |
| − | + | * [[How do I assign a stock number to a non-stock sale units?]] | |
| − | + | * [[Creating a used unit]] | |
| − | + | * [[Creating a new unit]] | |
| − | + | * [[Creating unit models]] | |
| − | + | ||
| − | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, non, stock, part-ex, part, exchange}} | |
| − | * [[Selling a | + | {{FAQ}}{{How}}{{KB_VS}}{{ZN_Admin}} |
| − | |||
| − | * [[How do I | ||
| − | * [[Creating a | ||
| − | |||
| − | * [[Creating a | ||
| − | * [[Creating | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | {{ | + | {{KB_Ref|VS84, VS88}} |
| − | |||
Latest revision as of 05:32, 19 June 2019
Summary
The following article explains how to assign a unit stock number to a non-stock part exchange unit being held on a sales order.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
This can be done when a customer pre-orders a unit and a sales order needs to be raised before the sale unit has arrived, and you do not want to allocate a stock number to the part exchange unit before it actually arrives on site.
Go to " Unit Sales Unit Sales Documents"
- Find the sales order in the ongoing orders list with the non-stock unit is raised, or press <F2> to see all orders.
- Point at the relevant order and press <Shift+F5> to assign a stock number.
- The next available stock number will be shown in a box with some of the information that you have already entered visible.
 | Make sure that you check whether the unit has already been created. If it has, then search for the existing unit record. If it has not, then press <Shift+F10> to enter the unit information. |
- Click [Done] and [Accept] to create an actual unit stock number for your unit.
See also
- How do I find a customer?
- Selling a unit
- How do I assign a stock number to a non-stock sale units?
- Creating a used unit
- Creating a new unit
- Creating unit models
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
VS84, VS88
