Difference between revisions of "Getting started - Unit Sales"

From Catalyst
Jump to: navigation, search
Line 12: Line 12:
 
=== Finance Companies ===
 
=== Finance Companies ===
  
See [[How do I Create a New Finance Company?|here]] for information on how to add extra Finance Companies.
+
See [[How do I Create a New Finance Company?]] for information on how to add extra Finance Companies.
  
 
=== Selling Vehicles ===
 
=== Selling Vehicles ===
Line 26: Line 26:
 
=== Crediting a Vehicle ===
 
=== Crediting a Vehicle ===
  
See [[How do I Credit a Vehicle?|here]] for details on how to credit a vehicle.
+
See [[How do I Credit a Vehicle?]] for details on how to credit a vehicle.
  
 
=== Regular Tasks ===
 
=== Regular Tasks ===
  
 
For recommended vehicle sales routines,see [[Recommended Vehicle Sales Routines|this]] article.
 
For recommended vehicle sales routines,see [[Recommended Vehicle Sales Routines|this]] article.

Revision as of 15:23, 6 August 2010

Summary

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

More Information

Creating Vehicles

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

Finance Companies

See How do I Create a New Finance Company? for information on how to add extra Finance Companies.

Selling Vehicles

Once you have your vehicles on the system, you now need to know how to sell them! See Selling a Vehicle to see all 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.

Reports

To get valuation of your stock, see this report. Stock reports, sales reports etc.

Crediting a Vehicle

See How do I Credit a Vehicle? for details on how to credit a vehicle.

Regular Tasks

For recommended vehicle sales routines,see this article.