Difference between revisions of "Getting started - Unit Sales"

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== More Information ==
 
== More Information ==
Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, cars, trucks, vans, caravans, motorhomes, tractors, ATVs, agricultural equipment and construction equipment.
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{{Units}}
 
 
=== Creating Vehicles ===
 
  
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=== Creating Units ===
 
The first thing you need to do is to create your unit stock, both new and used.
 
The first thing you need to do is to create your unit stock, both new and used.
*See [[Creating a New Vehicle|Creating a New Vehicle]] for new units.
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*See [[Creating a new unit]] for new units.
*See [[Creating a Used Vehicle|Creating a Used Vehicle]] for used units.
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*See [[Creating a used unit]] for used units.
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*See [[How do I deal with sale or return units?]] for creating a unit you are holding on a sale or return basis.
  
 
=== Finance Companies ===
 
=== Finance Companies ===
 
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See [[How do I create a new Unit Sales finance company?]] for information on how to add Finance Company details.
See [[How do I Create a New Finance Company?]] for information on how to add Finance Company details.
 
  
 
=== Selling Units ===
 
=== Selling Units ===
 
 
Once you have your units on the system, you now need to know how to sell them!
 
Once you have your units 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 unit.
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*See [[Selling a unit]] 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 unit.
*Once you have sold a unit, see [[Handing Over a Vehicle|Handing Over a Vehicle]] for the steps required to get the unit ready to be handed over to the customer.
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*Once you have sold a unit, see [[Handing over a unit]] for the steps required to get the unit 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 unit stock.
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*See [[How do I get a valuation of unit stock?|this]] report to get a valuation of your unit stock.
 
*See the Sales Dept DOC report to get the sales, cost and profit on units and associated accessories.
 
*See the Sales Dept DOC report to get the sales, cost and profit on units and associated accessories.
  
 
=== Crediting a Unit ===
 
=== Crediting a Unit ===
*See [[How do I Credit a Vehicle?]] for details on how to credit a unit.
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*See [[How do I credit a unit?]] for details on how to credit a unit.
  
 
=== Regular Tasks ===
 
=== Regular Tasks ===
For regular tasks that should be done, see [[Recommended Vehicle Sales Routines|this]] article.
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For regular tasks that should be done, see [[Recommended unit sales routines|this]] article.
  
 
== See also ==
 
== See also ==
* [[Recommended Vehicle Sales Routines]]
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* [[Recommended unit sales routines]]
* [[Creating a New Vehicle]]
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* [[Creating a new unit]]
* [[Creating a Used Vehicle]]
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* [[Creating a used unit]]
* [[How do I Create a New Finance Company?]]
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* [[How do I deal with sale or return units?]]
* [[Selling a Vehicle]]
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* [[How do I create a new Unit Sales finance company?]]
* [[How do I get a Valuation of Vehicle Stock?]]
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* [[Selling a unit]]
* [[How do I Credit a Vehicle?]]
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* [[How do I get a valuation of unit stock?]]
* [[Handing Over a Vehicle]]
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* [[How do I credit a unit?]]
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* [[Handing over a unit]]
  
{{KB_Tags|get, start, getting, started, getting started, vehicle, sales, vehicle sales, unit, units, machine, machines}}
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{{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, get, start, getting, started, getting started, sales, units, machine, machines}}
 
{{GStart}}{{KB_VS}}
 
{{GStart}}{{KB_VS}}

Latest revision as of 10:18, 11 April 2019

Summary

The following article explains how to get started with Unit Sales.

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.

Creating Units

The first thing you need to do is to create your unit stock, both new and used.

Finance Companies

See How do I create a new Unit Sales finance company? for information on how to add Finance Company details.

Selling Units

Once you have your units on the system, you now need to know how to sell them!

  • See Selling a unit 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 unit.
  • Once you have sold a unit, see Handing over a unit for the steps required to get the unit ready to be handed over to the customer.

Reports

  • See this report to get a valuation of your unit stock.
  • See the Sales Dept DOC report to get the sales, cost and profit on units and associated accessories.

Crediting a Unit

Regular Tasks

For regular tasks that should be done, see this article.

See also


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Keywords AND Misspellings
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, get, start, getting, started, getting started, sales, units, machine, machines