Difference between revisions of "How do I add multiple part exchange units?"
Robert Hearn (talk | contribs) (Created page with "{{Incomplete}} == Summary == This article will explain how to add multiple part exchange vehicles to a Vehicle Sales Order. == More Information == In order...") |
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== More Information == | == More Information == | ||
− | In order to add multiple [[Selling a Vehicle#Part Exchange|part exchanges]] to a {{VS}} Order you will need to create a sales order. ''Please click [[Selling a Vehicle| | + | In order to add multiple [[Selling a Vehicle#Part Exchange|part exchanges]] to a {{VS}} Order you will need to create a sales order. ''Please click [[Selling a Vehicle|HERE]] for more details. |
Once you have created the vehicle sales order and are ready to add multiple part exchanges you will need to go to {{Menu|{{VS}}|{{VS}} Document}}. | Once you have created the vehicle sales order and are ready to add multiple part exchanges you will need to go to {{Menu|{{VS}}|{{VS}} Document}}. |
Revision as of 14:35, 31 October 2013
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article will explain how to add multiple part exchange vehicles to a Vehicle Sales Order.
More Information
In order to add multiple part exchanges to a Unit Sales Order you will need to create a sales order. Please click HERE for more details.
Once you have created the vehicle sales order and are ready to add multiple part exchanges you will need to go to " Unit Sales Unit Sales Document".
- Highlight the Unit Sales order that you wish to add the part exchanges to.
- Press <F5> or click the [Edit] button.
- Click on the [Part exchange] tab.
- Press <F6> or click the [Add] button.
- Depending whether it is a stock or a Non Stock vehicle click the relevant button.
- If a vehicle stock number is not automatically created press <F2>.
- Fill out as much information about the part exchange or use the [Lookup] button.
- Make sure that there is an estimated (conditional to checks) "Purchase amount:" filled in on the [Purchase] tab.
- Press <Esc> or click [Done] and click [Accept]
This will add the part exchange to the document.
- Repeat the steps above to add multiple part exchange vehicles.
- Once all the part exchanges have been added click on the [Print and summary] tab.
- Click [Print] to produce an updated Unit Sales document and click [Accept] button to save the changes.
See also
- Selling a Vehicle
- Part Exchanges
- What do the Tick Boxes do on Vehicle Lookups?
- Creating a Used Vehicle
{{Guide}