Difference between revisions of "Getting started - Unit Sales"
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=== Creating Vehicles === | === Creating Vehicles === | ||
| − | The first thing you need to do is to create your vehicle stock, both new and used. | + | The first thing you need to do is to create your vehicle stock, both new and used. |
*See [[Creating a New Vehicle|Creating a New Vehicle]] for new vehicles. | *See [[Creating a New Vehicle|Creating a New Vehicle]] for new vehicles. | ||
*See [[Creating a Used Vehicle|Creating a Used Vehicle]] for used vehicles. | *See [[Creating a Used Vehicle|Creating a Used Vehicle]] for used vehicles. | ||
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=== Selling Vehicles === | === Selling Vehicles === | ||
| − | Once you have your vehicles on the system, you now need to know how to sell them! | + | Once you have your vehicles on the system, you now need to know how to sell them! |
*See [[Selling a Vehicle|Selling a Vehicle]] for the steps required to create a sales order, including how to add accessories, part exchanges and take a deposit. This article also explains how to invoice a vehicle. | *See [[Selling a Vehicle|Selling a Vehicle]] for the steps required to create a sales order, including how to add accessories, part exchanges and take a deposit. This article also explains how to invoice a vehicle. | ||
*Once you have sold a vehicle, see [[Handing Over a Vehicle|Handing Over a Vehicle]] for the steps required to get the vehicle ready to be handed over to the customer. | *Once you have sold a vehicle, see [[Handing Over a Vehicle|Handing Over a Vehicle]] for the steps required to get the vehicle ready to be handed over to the customer. | ||
=== Reports === | === Reports === | ||
| − | *See [[How do I get a Valuation of Vehicle Stock?|this]] report to get a valuation of your vehicle stock. | + | *See [[How do I get a Valuation of Vehicle Stock?|this]] report to get a valuation of your vehicle stock. |
*See the Sales Dept DOC report to get the sales, cost and profit on vehicles and associated accessories. | *See the Sales Dept DOC report to get the sales, cost and profit on vehicles and associated accessories. | ||
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== See also == | == See also == | ||
* [[Recommended Vehicle Sales Routines]] | * [[Recommended Vehicle Sales Routines]] | ||
| − | * [[Creating a New Vehicle]] | + | * [[Creating a New Vehicle]] |
| − | * [[Creating a Used Vehicle]] | + | * [[Creating a Used Vehicle]] |
* [[How do I Create a New Finance Company?]] | * [[How do I Create a New Finance Company?]] | ||
* [[Selling a Vehicle]] | * [[Selling a Vehicle]] | ||
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* [[Handing Over a Vehicle]] | * [[Handing Over a Vehicle]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|get, start, getting, started, getting started, vehicle, sales, vehicle sales}} |
| − | {{GStart}} {{KB_VS}} | + | {{GStart}}{{KB_VS}} |
Revision as of 12:14, 21 December 2018
Contents
Summary
The following article explains how to get started with Unit Sales.
More Information
Creating Vehicles
The first thing you need to do is to create your vehicle stock, both new and used.
- See Creating a New Vehicle for new vehicles.
- See Creating a Used Vehicle for used vehicles.
Finance Companies
See How do I Create a New Finance Company? for information on how to add Finance Company details.
Selling Vehicles
Once you have your vehicles on the system, you now need to know how to sell them!
- See Selling a Vehicle for the steps required to create a sales order, including how to add accessories, part exchanges and take a deposit. This article also explains how to invoice a vehicle.
- Once you have sold a vehicle, see Handing Over a Vehicle for the steps required to get the vehicle ready to be handed over to the customer.
Reports
- See this report to get a valuation of your vehicle stock.
- See the Sales Dept DOC report to get the sales, cost and profit on vehicles and associated accessories.
Crediting a Vehicle
- See How do I Credit a Vehicle? for details on how to credit a vehicle.
Regular Tasks
For regular tasks that should be done, see this article.
See also
- Recommended Vehicle Sales Routines
- Creating a New Vehicle
- Creating a Used Vehicle
- How do I Create a New Finance Company?
- Selling a Vehicle
- How do I get a Valuation of Vehicle Stock?
- How do I Credit a Vehicle?
- Handing Over a Vehicle
