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.
 
There are various tabs that need information filling out on:
 
=== Vehicle ===
 
*The first thing you need to do is give the record the next available stock number. Pressing {{KeyPress|F2}} will do this.
 
*Select whether the vehicle is new or used using the drop-down arrow.
 
*Enter a registration number for the vehicle if known.
 
*Enter the model of the vehicle in the model field.
 
*Enter the primary colour of the vehicle if the not already filled out.
 
*Enter the engine size if known.
 
*Enter the chassis number if known.
 
=== Details ===
 
*Enter the registration date if a used vehicle.
 
*Enter the build year.
 
=== Purchase Tab ===
 
*Enter a supplier and purchase date for the vehicle.
 
*Enter the purchase amount.
 
=== Sale Tab ===
 
*Enter a target price for the vehicle.
 
=== Features ===
 
*Double-Click any of the unallocated items in the unallocated column.  This will add them to the features for the vehicle.
 
=== Web Publishing ===
 
Ensure that "Catalyst FindIt" is ticked.
 
=== Pictures ===
 
Add any pictures for the vehicle record.
 
Click {{KeyPress|Done}} and {{KeyPress|Accept}} to save the record.
 
  
== Creating a Sales Order ==
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=== Creating Units ===
Go into "Vehicle Sales" -> "Vehicle Sales Documents"
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The first thing you need to do is to create your unit stock, both new and used.
*Press {{KeyPress|F6}} or click the {{Button|New}} button to create a new Sales Order.
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*See [[Creating a new unit]] for new units.
*A the next prompt, click {{KeyPress|Order}} if this is a sales order, or {{KeyPress|Invoice}} if going straight to invoice.
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*See [[Creating a used unit]] for used units.
There are various tabs that need information filling out on:
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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.
=== Sale Details ===
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*Enter in a customers account details in the customer field, or [[Creating a New Customer/Supplier|see here]] for details on how to create a new one.
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=== Finance Companies ===
*Enter in a desired delivery date.  This will create a PDI job in the Workshop Module ready for scheduling in the diary.
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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 in the vehicle stock number of the vehicle you are creating the order for.
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=== Selling Units ===
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Once you have your units on the system, you now need to know how to sell them!
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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.
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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.
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=== Reports ===
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*See [[How do I get a valuation of unit stock?|this]] report to get a valuation of your unit stock.
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*See the Sales Dept DOC report to get the sales, cost and profit on units and associated accessories.
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=== Crediting a Unit ===
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*See [[How do I credit a unit?]] for details on how to credit a unit.
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=== Regular Tasks ===
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For regular tasks that should be done, see [[Recommended unit sales routines|this]] article.
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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