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

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{{Review}}
 
 
== Summary ==
 
== Summary ==
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This article will explain how to sell multiple vehicles to a [[Selling a Vehicle|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 ==
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In order to add multiple [[Selling a Vehicle#Sale Details|vehicles]] to a {{VS}} Document you will need to create a document. ''(Please click [[Selling a Vehicle|here]] for more details).
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{{Units}}
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Click [[Selling a unit|here]] to see how to start creating a document.
  
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Once you have created the vehicle sales order for the Primary ''(first/main)'' vehicle and are ready to add additional vehicles, go to {{Menu|{{VS}}|{{VS}} Documents}}.
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Once you have entered the Primary unit, use the following method to add additional units.
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*Highlight the {{VS}} Document to which you wish to add the extra vehicles.
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*Press {{KeyPress|F5}} or click the {{Button|Edit}} button.
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*Click on the {{Tab|Additional Units}} tab.
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*Click on the {{Tab|Additional vehicles}}.
 
 
*#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 stocked vehicle:
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*#*If the unit being added is a unit that is in stock:
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*#**On the {{DataPrompt|Vehicle no.:}} enter the vehicle {{DataValue|[[Creating a New Vehicle|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 [[How do I Assign a Stock Number to a Non-Stock Part Exchange Vehicle?|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:}}.{{Information|iconsize=small|''You are '''not''' able to add a [[How do I Assign a Stock Number to a Non-Stock Part Exchange Vehicle?|Non-stock]] vehicle to a Vehicle Sales Document if it is an Invoice. You will also need to [[How do I Assign a Stock Number to a Non-Stock Sale Vehicle?|allocate]] a stock number to any non-stock vehicles prior to invoicing.''}}
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*#**Fill in the details of the Unit including {{DataPrompt|Model:}}.
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*#If the {{DataPrompt|Sale price:}} is different to the one shown enter this in.
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*#Once happy with the details click the {{Button|Done}} button and click {{Button|Accept}}.
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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.''}}
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''This will add the vehicle to the document as an additional vehicle.''
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*Repeat the steps above to add more additional vehicles.
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*#Check the {{DataPrompt|Sale price:}} is correct for the deal that you are doing.
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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 happy with the details, click the {{Button|Done}} button and click {{Button|Accept}}.
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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 units.
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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.
  
 
== See also ==
 
== See also ==
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*[[Selling a Vehicle]]
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* [[Selling a unit]]
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*[[Creating a New Vehicle]]
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* [[Creating a new unit]]
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*[[How do I Assign a Stock Number to a Non-Stock Part Exchange Vehicle?]]
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* [[How do I assign a stock number to a non-stock sale units?]]
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*[[How do I Assign a Stock Number to a Non-Stock Sale Vehicle?]]
 
  
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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}}{{KB_VS}} {{Guide}}
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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, add, additional, extra, multiple, many, few, more, than, 1, one, motorcycles, cars, caravans, motor, homes, motorhomes, sales, order, invoice, document, sell, selling, produce}}
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{{How}}{{Guide}}{{KB_VS}}

Latest revision as of 05:35, 19 June 2019

Summary

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

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.

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, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, add, additional, extra, multiple, many, few, more, than, 1, one, motorcycles, cars, caravans, motor, homes, motorhomes, sales, order, invoice, document, sell, selling, produce
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