Difference between revisions of "Creating a new unit"
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== More Information == | == More Information == | ||
| + | {{Units}} | ||
The definition of units includes (but is not limited to) motorcycles, cars, caravans, motorhomes, agricultural whole goods, ATVs and trailers. Once a record has been created, it can then either be uploaded to the Catalyst Findit website, linked to third party sites or just be on the database ready to be sold to a customer. | The definition of units includes (but is not limited to) motorcycles, cars, caravans, motorhomes, agricultural whole goods, ATVs and trailers. Once a record has been created, it can then either be uploaded to the Catalyst Findit website, linked to third party sites or just be on the database ready to be sold to a customer. | ||
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* If not automatically assigned, press {{KeyPress|F2}} to get the next available stock code. | * If not automatically assigned, press {{KeyPress|F2}} to get the next available stock code. | ||
* Set the {{DataPrompt|New?}} flag to {{DataValue|Y}}. | * Set the {{DataPrompt|New?}} flag to {{DataValue|Y}}. | ||
| − | * Enter the unit Model or press {{KeyPress|C-F1}} to search through existing Model Codes. | + | * Enter the unit {{DataPrompt|Model}} or press {{KeyPress|C-F1}} to search through existing Model Codes. |
| + | * If the Model does not exist, press {{KeyPress|S-F10}}. Follow [[Creating unit models|this]] article for how to add a new code. | ||
| + | |||
** Select the Model and click {{Button|Choose}}. | ** Select the Model and click {{Button|Choose}}. | ||
| − | ** The default settings for that model will automatically populate various fields within the | + | ** The default settings for that model will automatically populate various fields within the unit record. |
** Select a {{DataPrompt|Colour}} if prompted. | ** Select a {{DataPrompt|Colour}} if prompted. | ||
| − | + | * The {{DataPrompt|Location}} will be set to your default location. Only amend this if the unit is at a different location, e.g. you are creating records for other branches. | |
| − | * The {{DataPrompt|Location}} will be set to your default location. Only amend this if the | + | * The {{DataPrompt|Status}} will usually default to your {{DataValue|In Stock}} status. This field will usually be altered by the system when the unit is reserved for a customer and when sold. |
| − | * The {{DataPrompt|Status}} will usually default to your {{DataValue|In Stock}} status. This field will usually be altered by the system when the | + | ** You may alter the {{DataPrompt|status}}, e.g. to denote the unit is a [[How do I set up and sell a demo unit?|Demonstrator]], {{DataValue|Consigned Stock}} etc. See [[How do I create a unit status?|this]] article if you need to create a new status. |
| − | ** You may alter the status e.g. to denote the | ||
Complete the relevant fields on the {{Tab|Unit}}, {{Tab|Details}} tab and, if applicable, the {{Tab|Dimensions}} tab. | Complete the relevant fields on the {{Tab|Unit}}, {{Tab|Details}} tab and, if applicable, the {{Tab|Dimensions}} tab. | ||
=== Purchase === | === Purchase === | ||
| − | The Supplier should automatically be filled in as this | + | The Supplier should automatically be filled in as this can come from the model code, but you will need to enter the {{DataPrompt|purchase amount}}, {{DataPrompt|date}} and any other charges in the relevant fields. |
| − | * If you need to enter a supplier code press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for their account. | + | * If you need to enter a supplier code, press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for their account. |
| − | * Complete as much information as you have. | + | * Complete as much information as you have. If you wish to generate a Unit Purchase Order please see [[How do I produce a purchase order for a unit?|this]] article. |
| + | |||
| + | {{Note|text=The unit price you enter here should always be Nett of V.A.T.}} | ||
| + | |||
| + | {{Information|text=For units with an {{DataPrompt|In Stock}} status: If your system is using the Automatic Cost of Sales facility, the value you enter in the {{DataPrompt|Purchase Amount}} field will prompt the system to Debit your New Unit Stock Nominal Code (usually {{DataValue|70001}}) and Credit your Unit Accruals Nominal Code (Usually {{DataValue|Z940}}). | ||
| − | + | Please Note: This posting will happen on your user date ''not'' the purchase date specified on the unit. | |
| − | + | When you [[Posting purchase invoices|post]] your purchase invoice to the {{PL}}, this same nett value should be posted to your [[How do I create a sales or purchase centre?|purchase centre]] which is linked to your Unit Accruals Nominal Code (usually centre 200).}} | |
{{Tip|text=For help on what happens if a true value is entered see [[What effect does the true value figure have?]].}} | {{Tip|text=For help on what happens if a true value is entered see [[What effect does the true value figure have?]].}} | ||
| + | |||
| + | It is important a unit has the correct cost price when it is sold. See [[What are the implications of selling a unit at zero cost?|this]] article for more information. | ||
=== Sale === | === Sale === | ||
| − | * Enter a {{DataPrompt|Target Price}} for the | + | * Enter a {{DataPrompt|Target Price}} for the unit. |
| − | ** If the | + | ** If the units a ''Commercial'' unit, this price should be excluding VAT. |
| − | If you are [[How can I assure my units will upload to Catalyst FindIt?|advertising]] | + | If you are [[How can I assure my units will upload to Catalyst FindIt?|advertising]] units you should enter a Target Price to display. |
| − | The majority of the fields on this tab will be completed by the system when the | + | The majority of the fields on this tab will be completed by the system when the unit is sold. |
=== Features === | === Features === | ||
| − | * Select the | + | * Select the Unit Type, this will then show only the features that are relevant to that unit. |
* Double click on any features you wish to add. | * Double click on any features you wish to add. | ||
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=== Web Publishing === | === Web Publishing === | ||
| − | This tab records where this | + | This tab records where this unit is to be listed on the web. |
* Click on {{Tab|Web Publishing}} tab. | * Click on {{Tab|Web Publishing}} tab. | ||
| − | * Click on the {{DataPrompt|Catalyst Findit}} box | + | * Click on the {{DataPrompt|Catalyst Findit}} box to have the unit displayed on [http://www.catalyst-findit.com FindIt] Website. |
* If you have requested [[Third party websites linked to Catalyst FindIt|feeds]] to any additional websites, including your own website, the boxes will be available to tick. | * If you have requested [[Third party websites linked to Catalyst FindIt|feeds]] to any additional websites, including your own website, the boxes will be available to tick. | ||
* Those that are grayed out have not been enabled for your site. Please {{SalesContact}} if you would like further information. | * Those that are grayed out have not been enabled for your site. Please {{SalesContact}} if you would like further information. | ||
| − | {{Note|text=Some checkboxes will be 'ticked' automatically depending on the specific details of the | + | {{Note|text=Some checkboxes will be 'ticked' automatically depending on the specific details of the unit. The [http://www.catalyst-findit.com Catalyst FindIt] checkbox is automatically 'ticked' for all units entered. With this flag set and in conjunction with the status, the unit will be uploaded to [http://www.catalyst-findit.com Catalyst FindIt].}} |
=== Media === | === Media === | ||
==== Pictures ==== | ==== Pictures ==== | ||
| − | * Click on {{Button|Add File}} and choose {{Menu|Image Files}} to select the location of the stored pictures for the | + | * Click on {{Button|Add File}} and choose {{Menu|Image Files}} to select the location of the stored pictures for the unit that you are currently adding into Platinum. |
Other types of file including documents etc. can also be added. | Other types of file including documents etc. can also be added. | ||
| − | The first picture that you add will be the default picture. You can add multiple pictures to the | + | The first picture that you add will be the default picture. You can add multiple pictures to the unit record and select any of these pictures to be the default picture which will always be shown against the unit. |
See [[Getting the most out of your unit pictures on Catalyst FindIt]] and [[Adding pictures]]. | See [[Getting the most out of your unit pictures on Catalyst FindIt]] and [[Adding pictures]]. | ||
==== Videos ==== | ==== Videos ==== | ||
| − | To link a video to a | + | To link a video to a unit see [[Adding videos|this]] article. Please note videos must be hosted on YouTube or Facebook. |
| − | Press {{KeyPress|ESC}} and {{Button|Accept}} to save the | + | Press {{KeyPress|ESC}} and {{Button|Accept}} to save the unit record. |
== See also == | == See also == | ||
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* [[Creating unit models]] | * [[Creating unit models]] | ||
* [[How do I see a list of new\used units in stock?]] | * [[How do I see a list of new\used units in stock?]] | ||
| + | * [[How do I deal with fitted options on units?]] | ||
| + | * [[How do I produce a purchase order for a unit?]] | ||
| − | {{KB_Tags| | + | {{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, findit, entry, features, pictures, bikes, cars, vans, motorhomes, motor, home, homes, caravans, motorcycles, wholegoods, whole, goods, trailers, lookup, video, youtube, facebook, picture, image, url, create new}} |
{{Guide}}{{Hint}}{{KB_VS}} | {{Guide}}{{Hint}}{{KB_VS}} | ||
{{KB_Ref|VS01}} | {{KB_Ref|VS01}} | ||
Latest revision as of 20:49, 7 November 2023
Contents
Summary
This article explains how to add stock records for new units to the system.
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. |
The definition of units includes (but is not limited to) motorcycles, cars, caravans, motorhomes, agricultural whole goods, ATVs and trailers. Once a record has been created, it can then either be uploaded to the Catalyst Findit website, linked to third party sites or just be on the database ready to be sold to a customer.
Go to " Unit Sales Add or Edit Units".
- Click [Add].
- If not automatically assigned, press <F2> to get the next available stock code.
- Set the "New?" flag to 'Y'.
- Enter the unit "Model" or press <Ctrl+F1> to search through existing Model Codes.
- If the Model does not exist, press <Shift+F10>. Follow this article for how to add a new code.
- Select the Model and click [Choose].
- The default settings for that model will automatically populate various fields within the unit record.
- Select a "Colour" if prompted.
- The "Location" will be set to your default location. Only amend this if the unit is at a different location, e.g. you are creating records for other branches.
- The "Status" will usually default to your 'In Stock' status. This field will usually be altered by the system when the unit is reserved for a customer and when sold.
- You may alter the "status", e.g. to denote the unit is a Demonstrator, 'Consigned Stock' etc. See this article if you need to create a new status.
Complete the relevant fields on the [Unit], [Details] tab and, if applicable, the [Dimensions] tab.
Purchase
The Supplier should automatically be filled in as this can come from the model code, but you will need to enter the "purchase amount", "date" and any other charges in the relevant fields.
- If you need to enter a supplier code, press <Ctrl+F1> to search for their account.
- Complete as much information as you have. If you wish to generate a Unit Purchase Order please see this article.
| The unit price you enter here should always be Nett of V.A.T. |
 | For units with an "In Stock" status: If your system is using the Automatic Cost of Sales facility, the value you enter in the "Purchase Amount" field will prompt the system to Debit your New Unit Stock Nominal Code (usually '70001') and Credit your Unit Accruals Nominal Code (Usually 'Z940').
Please Note: This posting will happen on your user date not the purchase date specified on the unit. When you post your purchase invoice to the Purchase Ledger, this same nett value should be posted to your purchase centre which is linked to your Unit Accruals Nominal Code (usually centre 200). |
 | For help on what happens if a true value is entered see What effect does the true value figure have?. |
It is important a unit has the correct cost price when it is sold. See this article for more information.
Sale
- Enter a "Target Price" for the unit.
- If the units a Commercial unit, this price should be excluding VAT.
If you are advertising units you should enter a Target Price to display.
The majority of the fields on this tab will be completed by the system when the unit is sold.
Features
- Select the Unit Type, this will then show only the features that are relevant to that unit.
- Double click on any features you wish to add.
Web Publishing
This tab records where this unit is to be listed on the web.
- Click on [Web Publishing] tab.
- Click on the "Catalyst Findit" box to have the unit displayed on FindIt Website.
- If you have requested feeds to any additional websites, including your own website, the boxes will be available to tick.
- Those that are grayed out have not been enabled for your site. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page if you would like further information.
| Some checkboxes will be 'ticked' automatically depending on the specific details of the unit. The Catalyst FindIt checkbox is automatically 'ticked' for all units entered. With this flag set and in conjunction with the status, the unit will be uploaded to Catalyst FindIt. |
Media
Pictures
- Click on [Add File] and choose " Image Files" to select the location of the stored pictures for the unit that you are currently adding into Platinum.
Other types of file including documents etc. can also be added.
The first picture that you add will be the default picture. You can add multiple pictures to the unit record and select any of these pictures to be the default picture which will always be shown against the unit.
See Getting the most out of your unit pictures on Catalyst FindIt and Adding pictures.
Videos
To link a video to a unit see this article. Please note videos must be hosted on YouTube or Facebook.
Press <Esc> and [Accept] to save the unit record.
See also
- Creating a used unit
- Selling a unit
- Creating a new unit by copying an existing unit
- Creating unit models
- How do I see a list of new\used units in stock?
- How do I deal with fitted options on units?
- How do I produce a purchase order for a unit?
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Tags
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