Difference between revisions of "Getting started - Unit Sales"

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== Summary ==
== Summary ==
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The following article explains how to get started with {{VS}}.
The following article explains the basics of using the Vehicle Sales Module. For detailed Vehicle Sales advice, please refer to the relevant Knowledge Base sections.
 
  
== Add/Edit a Vehicle ==
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== More Information ==
Go into "Vehicle Sales" -> "Add/Edit Vehicles".
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{{Units}}
*This will take you to a search screen. Press {{KeyPress|F6}} or click the {{Button|New}} button to create a new vehicle record.
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There are various tabs that need information filling out on:
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=== Creating Units ===
=== Vehicle ===
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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 give the record the next available stock number. Pressing {{KeyPress|F2}} will do this.
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*See [[Creating a new unit]] for new units.
*Select whether the vehicle is new or used using the dropdown arrow.
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*See [[Creating a used unit]] for used units.
*Enter a registration number for the vehicle if known.
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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.
*Enter the model of the vehicle in the model field.
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*Enter the primary colour of the vehicle if the not already filled out.
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=== Finance Companies ===
*Enter the engine size if known.
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See [[How do I create a new Unit Sales finance company?]] for information on how to add Finance Company details.
*Enter the chassis number if known.
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=== Details ===
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=== Selling Units ===
*Enter the registration date if a used vehicle.
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Once you have your units on the system, you now need to know how to sell them!
*Enter the build year.
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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.
=== Purchase Tab ===
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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.
*Enter a supplier and purchase date for the vehicle.
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*Enter the purchase amount.
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=== Reports ===
=== Sale Tab ===
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*See [[How do I get a valuation of unit stock?|this]] report to get a valuation of your unit stock.
*Enter a target price for the vehicle.
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*See the Sales Dept DOC report to get the sales, cost and profit on units and associated accessories.
=== Features ===
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*Double-Click any of the unallocated items in the unallocated column.  This will add them to the features for the vehicle.
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=== Crediting a Unit ===
=== Web Publishing ===
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*See [[How do I credit a unit?]] for details on how to credit a unit.
Ensure that "Catalyst FindIt" is ticked.
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=== Pictures ===
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=== Regular Tasks ===
Add any pictures for the vehicle record.
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For regular tasks that should be done, see [[Recommended unit sales routines|this]] article.
Click {{KeyPress|Done}} and {{KeyPress|Accept}} to save the record.
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== See also ==
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* [[Recommended unit sales routines]]
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* [[Creating a new unit]]
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* [[Creating a used unit]]
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* [[How do I deal with sale or return units?]]
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* [[How do I create a new Unit Sales finance company?]]
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* [[Selling a unit]]
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* [[How do I get a valuation of unit stock?]]
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* [[How do I credit a unit?]]
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* [[Handing over a unit]]
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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}}
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{{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