Difference between revisions of "How do I assign a stock number to a non-stock part exchange unit?"

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(New page: {{Review}}{{Incomplete}} == Summary == The following article outlines how to assign a vehicle stock number to a non stock part exchange vehicle being held on a sales order. This often ha...)
 
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{{Review}}{{Incomplete}}
 
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== Summary ==
 
== Summary ==
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The following article explains how to assign a unit stock number to a non-stock part exchange unit being held on a sales order.
  
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The following article outlines how to assign a vehicle stock number to a non stock part exchange vehicle being held on a sales order. This often happens when a customer pre-orders a vehicle and a sales order needs to be raised before the part exchange vehicle has arrived.
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== More Information ==
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{{Units}}
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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.
  
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== Details ==
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Go to {{Menu|{{VS}}|Unit Sales Documents}}
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* Find the sales order in the ongoing orders list with the non-stock unit is raised, or press {{KeyPress|F2}} to see all orders.
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* Point at the relevant order and press {{KeyPress|S-F5}} to assign a stock number.
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* The next available stock number will be shown in a box with some of the information that you have already entered visible.
  
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*Go to "Vehicle Sales" -> "Sales Ordering" -> "Sales Order Review"
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{{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.}}
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*Enter the account code for the account on which the Sales Order with the Non-stock part exchange vehicle is raised.
 
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*Once the Sales order appears in the list with the Non Stock Part exchange attached press {{KeyPress|S-F5}} to assign a stock number
 
  
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{{Tip|text='''TIP :''' At this point it is a good idea to do a search (Press {{KeyPress|S-F5}}) on part or all of the V.I.N. No of the vehicle to check to see if the vehicle has already been created. If it has you can use that number rather than the next number that gets assigned by the system. If it does not exist you can {{KeyPress|S-F10}} into the newly assigned number to add any extra detail to it.}}
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* Click {{Button|Done}} and {{Button|Accept}} to create an actual unit stock number for your unit.
  
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== See also ==
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* [[How do I find a customer?]]
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* [[Selling a unit]]
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* [[How do I assign a stock number to a non-stock sale units?]]
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* [[Creating a used unit]]
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* [[Creating a new unit]]
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* [[Creating unit models]]
  
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*Next a box with the requested stock number will pop-up allowing you a chance to add/edit any of the vehicle information, once happy Click {{Button|Done}} and {{Button|Accept}} to create an actual vehicle stock number for your vehicle.
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{{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}}
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{{FAQ}}{{How}}{{KB_VS}}{{ZN_Admin}}
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== See also ==
 
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*[[How do I Assign a Stock Number to a Non-Stock Sale Vehicle?]]
 
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*[[Creating a New Vehicle]]
 
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*[[How do I Find a Customer?]]
 
  
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{{KB_Tags|Non, stock, part-ex, part, exchange, vehicle}} 
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{{KB_Ref|VS84, VS88}}
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{{KB_VS}} {{FAQ}} {{ZN_Admin}}
 

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


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Keywords AND Misspellings
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
Tags

VS84, VS88

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