Difference between revisions of "How do I add multiple part exchange units?"
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== Summary == | == Summary == | ||
− | This article will explain how to add multiple part exchange vehicles to a [[Selling a Vehicle|Vehicle Sales | + | This article will explain how to add multiple part exchange vehicles to a [[Selling a Vehicle|Vehicle Sales Document]]. |
== More Information == | == More Information == | ||
− | In order to add multiple [[Selling a Vehicle#Part Exchange|part exchanges]] to a {{VS}} | + | In order to add multiple [[Selling a Vehicle#Part Exchange|part exchanges]] to a {{VS}} Document you will need to create a document. ''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 | + | Once you have created the vehicle sales order and are ready to add multiple part exchanges, go to {{Menu|{{VS}}|{{VS}} Documents}}. |
− | *Highlight the {{VS}} order | + | *Highlight the {{VS}} order to which you wish to add the part exchanges. |
*Press {{KeyPress|F5}} or click the {{Button|Edit}} button. | *Press {{KeyPress|F5}} or click the {{Button|Edit}} button. | ||
*Click on the {{Tab|Part exchange}} tab. | *Click on the {{Tab|Part exchange}} tab. | ||
*#Press {{KeyPress|F6}} or click the {{Button|Add}} button. | *#Press {{KeyPress|F6}} or click the {{Button|Add}} button. | ||
− | *#Depending whether it is a | + | *#Depending whether it is a Stock or a [[How do I Assign a Stock Number to a Non-Stock Part Exchange Vehicle?|Non Stock]] vehicle, click the relevant button. |
− | *#If a vehicle stock number is not automatically created press {{KeyPress|F2}}. | + | *#If a vehicle stock number is not automatically created, press {{KeyPress|F2}}. |
− | *#*Fill out as much information about the part exchange or use the [[What do the Tick Boxes do on Vehicle Lookups?|{{Button|Lookup}}]] button. | + | *#*Fill out as much information about the part exchange as you know or fill in the registration number and use the [[What do the Tick Boxes do on Vehicle Lookups?|{{Button|Lookup}}]] button. |
*#*Make sure that there is an estimated ''(conditional to checks)'' {{DataPrompt|Purchase amount:}} filled in on the {{Tab|Purchase}} tab. | *#*Make sure that there is an estimated ''(conditional to checks)'' {{DataPrompt|Purchase amount:}} filled in on the {{Tab|Purchase}} tab. | ||
− | *#*Press {{KeyPress|Esc}} or click {{Button|Done}} and click {{Button|Accept}} | + | *#*Press {{KeyPress|Esc}} or click {{Button|Done}} and click {{Button|Accept}}. |
''This will add the part exchange to the document.'' | ''This will add the part exchange to the document.'' | ||
*Repeat the steps above to add multiple part exchange vehicles. | *Repeat the steps above to add multiple part exchange vehicles. |
Revision as of 12:15, 24 December 2013
Summary
This article will explain how to add multiple part exchange vehicles to a Vehicle Sales Document.
More Information
In order to add multiple part exchanges to a Unit Sales Document you will need to create a document. Please click HERE for more details.
Once you have created the vehicle sales order and are ready to add multiple part exchanges, go to " Unit Sales Unit Sales Documents".
- Highlight the Unit Sales order to which you wish to add the part exchanges.
- 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 as you know or fill in the registration number and 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}