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

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{{Review}}
 
 
== Summary ==
 
== Summary ==
This article will explain how to add multiple part exchange vehicles to a [[Selling a Vehicle|Vehicle Sales Order]].
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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}} Order you will need to create a sales order. ''Please click [[Selling a Vehicle|HERE]] for more details.
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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 you will need to go to {{Menu|{{VS}}|{{VS}} Document}}.
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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 that you wish to add the part exchanges to.
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*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 stock or a [[How do I Assign a Stock Number to a Non-Stock Part Exchange Vehicle?|Non Stock]] vehicle click the relevant button.
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*#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}}.
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*#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.
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*#*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}}
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*#*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.
    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 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


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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

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