Difference between revisions of "How do I add multiple part exchange units?"

From Catalyst
Jump to: navigation, search
(More Information)
Line 1: Line 1:
{{Incomplete}}
+
{{Review}}
 
== Summary ==
 
== Summary ==
 
This article will explain how to add multiple part exchange vehicles to a [[Selling a Vehicle|Vehicle Sales Order]].
 
This article will explain how to add multiple part exchange vehicles to a [[Selling a Vehicle|Vehicle Sales Order]].

Revision as of 17:25, 21 November 2013

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.
    1. Press <F6> or click the [Add] button.
    2. Depending whether it is a stock or a Non Stock vehicle click the relevant button.
    3. 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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
Add, Multiple, Many, Few, More, Than, 1, One, Part, Exchange, Exchanges, Part Excahnges, Vehicles, Motorcycles, Cars, Caravans, Motor, Homes, Motorhomes, Sales, Order, Invoice, Document

{{Guide}