How do I assign a stock number to a non-stock part exchange unit?
From Catalyst
Revision as of 14:14, 11 December 2008 by Richard Green (talk | contribs) (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...)
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
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 happens when a customer pre-orders a vehicle and a sales order needs to be raised before the part exchange vehicle has arrived.
Details
- Go to "Vehicle Sales" -> "Sales Ordering" -> "Sales Order Review"
- Enter the account code for the account on which the Sales Order with the Non-stock part exchange vehicle is raised.
- Once the Sales order appears in the list with the Non Stock Part exchange attached press <Shift+F5> to assign a stock number
 | TIP : At this point it is a good idea to do a search (Press <Shift+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 <Shift+F10> into the newly assigned number to add any extra detail to it. |
- 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 [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?
