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 | + | This article will explain how to add multiple part exchange units to a [[Selling a unit|Vehicle Sales Document]]. |
== More Information == | == More Information == | ||
In order to add multiple [[Selling a unit#Part Exchange|part exchanges]] to a {{VS}} Document you will need to create a document. ''Please click [[Selling a unit|here]] for more details. | In order to add multiple [[Selling a unit#Part Exchange|part exchanges]] to a {{VS}} Document you will need to create a document. ''Please click [[Selling a unit|here]] for more details. | ||
| − | Once you have created the | + | Once you have created the unit sales order and are ready to add multiple part exchanges, go to {{Menu|{{VS}}|{{VS}} Documents}}. |
*Highlight the {{VS}} Document to which you wish to add the part exchanges. | *Highlight the {{VS}} Document 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 unit?|Non Stock]] | + | *#Depending whether it is a Stock or a [[How do I assign a stock number to a non-stock part exchange unit?|Non Stock]] unit, click the relevant button. |
| − | *#If a | + | *#If a unit stock number is not automatically created, press {{KeyPress|F2}}. |
*#*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 unit 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 unit 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 | + | *Repeat the steps above to add multiple part exchange units. |
*Once all the part exchanges have been added click on the {{Tab|Print and summary}} tab. | *Once all the part exchanges have been added click on the {{Tab|Print and summary}} tab. | ||
*Click {{Button|Print}} to produce an updated {{VS}} document and click {{Button|Accept}} button to save the changes. | *Click {{Button|Print}} to produce an updated {{VS}} document and click {{Button|Accept}} button to save the changes. | ||
Revision as of 16:14, 4 January 2019
Summary
This article will explain how to add multiple part exchange units 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 unit 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 unit, click the relevant button.
- If a unit 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 units.
- 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
