Difference between revisions of "How do I add multiple part exchange units?"
m (Les Ward moved page How do I Add Multiple Part Exchange Vehicles? to How do I add multiple part exchange units?) |
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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. | *#*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| | + | *#*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. | ||
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* [[Creating a Used Vehicle]] | * [[Creating a Used Vehicle]] | ||
− | {{KB_Tags| | + | {{KB_Tags|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}}{{KB_VS}} |
Revision as of 06:32, 22 December 2018
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 Document 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