Getting started - Unit Sales

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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.

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

Regular Tasks

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

See also


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Keywords AND Misspellings
Get, Start, Getting, Started, Getting Started, Vehicle, Sales, Vehicle sales