How do I create a new Unit Sales finance company?
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Revision as of 11:20, 19 September 2017 by Katy Kitchen (talk | contribs)
Summary
This article explains how to create a Finance Company code, which can then be used to specify who a deal is financed with when creating sales orders or invoices for vehicles.
More Information
To add a new Finance Company, go to " Systems Unit Sales Maintenance Options Add or Edit Finance Rates HP File Amendments".
- At "Finance Code:", enter a unique code for the finance company or deal that is up to eight characters long, using part of the finance company's name and a number. This is the code you will enter when specifying who is financing a deal on a vehicle order or invoice.
![]() | For Black Horse Finance the code could be BLACK012. |
- At "Description:", enter the finance company name and brief description . This can simply be the name of the finance company and the amount of months the finance will be for.
![]() | For Black Horse Finance the description could be Black Horse Finance 12 months. |
- This will not usually be printed on a customer's document. It is just used to help you when searching for the correct finance code to use.
- On the "Finance Company:", enter or search for the Customer Account Code for the finance company who will be responsible for the Finance scheme that is being created.
- If you have not yet created a customer account for this finance company please follow this article.
![]() | The account name and address will be printed on the customer document. |
- On the "Period In Months:", enter the amount of months that the finance code will be set up for. This could be anything from 12 to 60 months.
![]() | As a general rule it is advised that nothing else on this page is altered as it will affect the amount that is financed on the vehicle when selling the vehicle. |
- Press <Esc> and click [Accept].
- This will take you back to the "Finance Code:". Press <Esc> to exit.
![]() | When you go to add finance to a Vehicle Invoice, the new finance code will be available. |
See also
- Recommended Vehicle Sales Routines
- Creating a New Vehicle
- Creating a Used Vehicle
- Selling a Vehicle
- How do I Find a Customer?
- Adding Finance to a Deal