Creating a new unit

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Revision as of 13:56, 17 October 2013 by Richard Green (talk | contribs) (See also)
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Summary

The ability to add vehicle stock to the system to then either upload to the findit website, link to the dealer edit system or just have on the database ready to be sold out to a customer.

More Information

Go to " Unit Sales Add or Edit Vehicles".

  • Press <F6> to create a new vehicle record.
  • Press <F2> to get the next available stock code (Automatically Generated number).
  • Set the "New?" flag to 'Y'.
  • If your system has been set up with HPI lookup enter the vehicle Registration number and click [Look Up].
    • The system will then contact HPI and fill in all the vehicle information including Make, Model, Description, V.I.N., Chassis Number, Engine Number, Engine size and much more... The HPI system will automatically create the vehicle models if they do not exist already in the system.
    • If your system is without HPI, you will need to add this information manually, see below!
  • Type in the Model of the vehicle. If the model exist this will appear, filling in the Make, Model and Description. If however the model does not appear you will have to create the model.

See Creating Vehicle models.

Multiple Status - It is possible to create multiple status in Platinum for your vehicles. It is Important that if you want a status to upload to FindIt you will need to press <Shift+F10> to edit the status click on the [Parameters] tab and set the "In Stock :" field to 'Yes'.
A vehicle location stores the type of vehicle to amend this press <Shift+F10> on the "Location" field. Click on the [Parameters] tab enter the most common type of vehicle at this location in the "Vehicle type :". On a individual vehicle basis this parameter can be overwritten on the main "Vehicle Properties" screen by the "Vehicle Type :".

Purchase

  • Click on [Purchase] Tab.
  • The Supplier will automatically be filled in, but you will need to enter the purchase amount, date and any other charges in the relevant fields.
The vehicle price you enter here should always be Nett of V.A.T.

For help on what happens if a true value is entered See What Effect Does the True Value Figure Have?.

Features

  • Click on [Features] Tab.
  • Select the Vehicle Type, this will then show only the features that are relevant to that vehicle.
  • Double click on any features you wish to add.

See Adding New Vehicle Features.

Web Publishing

This tab records where this vehicle is to be listed on the web.

  • Click on [Web Publishing] Tab.
  • Click on the "Catalyst Findit" box. To enable the vehicle to be displayed on FindIt Website.
  • Click on the any of the other boxes, if you wish for the vehicle to be linked to the corresponding website.
Some checkboxes will be 'ticked' automatically depending on the specific details of the vehicle. The Catalyst FindIt checkbox is automatically 'ticked' for all vehicles entered. With this Flag set and in conjunction with the status, the vehicle will be uploaded to Catalyst FindIt.

Pictures

  • Click on [Pictures] Tab.
  • Click on [Add] to select the location of the stored pictures for the vehicle that you are currently adding into Platinum. The first picture that you add will be the default picture, you can add multiple pictures to the vehicle record, and select any of these picture to be the default picture which will always be shown against the vehicle.

See Getting the Most Out of Your Vehicle Pictures on FindIt, Adding Pictures.

Press <Esc> and [Accept] to save the vehicle record.

See also


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