Difference between revisions of "How do I assign a stock number to a non-stock part exchange unit?"
From Catalyst
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== Summary == | == Summary == | ||
− | The following article explains how to assign a vehicle stock number to a non-stock part exchange vehicle being held on a sales order. This can be done when a customer pre-orders a vehicle and a sales order needs to be raised before the sale vehicle has arrived, and you do not want to allocate a stock number to | + | The following article explains how to assign a vehicle stock number to a non-stock part exchange vehicle being held on a sales order. This can be done when a customer pre-orders a vehicle and a sales order needs to be raised before the sale vehicle has arrived, and you do not want to allocate a stock number to the part exchange vehicle before it actually arrives on site. |
== Details == | == Details == | ||
− | *Go to "Vehicle Sales" -> "Sales Ordering" -> "Sales Order Review" | + | * Go to "Vehicle Sales" -> "Sales Ordering" -> "Sales Order Review" |
− | *Enter the account on which the Sales Order with the non-stock vehicle is raised, or press {{KeyPress|F2}} to see all orders. | + | * Enter the account on which the Sales Order with the non-stock vehicle 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. |
{{Tip|text='''TIP :''' Make sure that you check whether the vehicle has already been created. If it has, then search for the existing vehicle record. If it has not, then press {{KeyPress|S-F10}} to enter the vehicle information.}} | {{Tip|text='''TIP :''' Make sure that you check whether the vehicle has already been created. If it has, then search for the existing vehicle record. If it has not, then press {{KeyPress|S-F10}} to enter the vehicle information.}} | ||
− | *Click {{Button|Done}} and {{Button|Accept}} to create an actual vehicle stock number for your vehicle. | + | * Click {{Button|Done}} and {{Button|Accept}} to create an actual vehicle stock number for your vehicle. |
== See also == | == See also == |
Revision as of 10:42, 17 December 2008
Summary
The following article explains how to assign a vehicle stock number to a non-stock part exchange vehicle being held on a sales order. This can be done when a customer pre-orders a vehicle and a sales order needs to be raised before the sale vehicle has arrived, and you do not want to allocate a stock number to the part exchange vehicle before it actually arrives on site.
Details
- Go to "Vehicle Sales" -> "Sales Ordering" -> "Sales Order Review"
- Enter the account on which the Sales Order with the non-stock vehicle 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.
TIP : Make sure that you check whether the vehicle has already been created. If it has, then search for the existing vehicle record. If it has not, then press <Shift+F10> to enter the vehicle information. |
- Click [Done] and [Accept] to create an actual vehicle stock number for your vehicle.
See also
- How do I Assign a Stock Number to a Non-Stock Sale Vehicle?
- Creating a New Vehicle
- How do I Find a Customer?