How do I sell multiple units on an invoice?
From Catalyst
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.
- Press <F6> or click [Add].
- 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:".
- If the unit being added is a unit that is in stock:
 | 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. |
- Check the "Sale price:" is correct for the deal that you are doing.
- 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
