Difference between revisions of "How do I allocate unit stock numbers automatically?"

From Catalyst
Jump to: navigation, search
m (Workshop Vehicles)
(Bulk update)
 
(21 intermediate revisions by 6 users not shown)
Line 1: Line 1:
{{Incomplete}}
 
 
== Summary ==
 
== Summary ==
This article explains how to set Platinum to automatically allocate the next stock number to your vehicles.  
+
This article explains how to allocate the next stock number automatically to your units.
  
 
== More Information ==
 
== More Information ==
When creating vehicle stock in Platinum the system can automatically allocate the next available system number or you can choose on a vehicle by vehicle basis whether to automatically assign or create your own number.  
+
When creating unit stock, the system can automatically allocate the next available system number or you can choose on a unit by unit basis whether to assign automatically or create your own number.
  
=== Sales Vehicles ===
+
=== Sales Units ===
Go to {{Menu|Systems|{{VS}}|Maintenance Options|Parameters|Vehicle Defaults}}
+
Go to {{PlatinumSettings}} and search for {{DataValue|allocate automatic stock}}.
* Set {{DataPrompt|Allocate Automatic Stock Numbers}} to {{DataValue|Y}}.
+
* Set {{DataPrompt|Allocate automatic stock numbers}} for {{VS}} to {{DataValue|Yes}}.
* Click {{Button|Exit}} to save the changes.
+
* When you now create a new stock unit the system will use the next available number.
* When you now create a new stock vehicle the system will use the next available number.
 
  
=== Workshop Vehicles ===
+
=== Workshop Units ===
Go to {{Menu|Systems|{{WS}}|Maintenance Options|Parameters|General Job Parameters (2)}}
+
Go to {{PlatinumSettings}} and search for {{DataValue|allocate automatic stock}}.
* Set {{DataPrompt|Allocate Automatic Stock Numbers}} to {{DataValue|Y}}.
+
* Set {{DataPrompt|Allocate automatic stock numbers}} for {{WS}} to {{DataValue|Yes}}.
* Click {{Button|Exit}} to save the changes.
+
* When you now create a new {{WS}} unit the system will use the next available number.
* When you now create a new workshop vehicle the system will use the next available number.
+
 
 +
{{Tip|text=Units created in the {{WS}} should generally start with a ninety million number i.e. 9???????. This helps you to distinguish between units that are or have been stock units at any time and units that you have serviced or repaired but not sold.}}
  
 
== See also ==
 
== See also ==
* [[Getting Started - Vehicle Sales]]
+
* [[Creating a new unit]]
* [[Getting Started - Workshop]]
+
* [[Creating a used unit]]
* [[Creating a New Vehicle]]
+
* [[Creating unit models]]
* [[Creating Workshop Vehicles]]
+
* [[Creating workshop units]]
 +
* [[What are the unit stock numbers starting at 90000000?]]
 +
 
 +
{{KB_Tags|stock, number, allocate, auto-number, auto}}
 +
{{How}}{{KB_VS}}{{KB_WS}}
  
{{KB_Tags|Stock, Number, Allocate, auto-number, auto}}
+
{{KB_Ref|VS01}}
{{KB_VS}}{{KB_WS}}{{Guide}}
 

Latest revision as of 05:32, 19 June 2019

Summary

This article explains how to allocate the next stock number automatically to your units.

More Information

When creating unit stock, the system can automatically allocate the next available system number or you can choose on a unit by unit basis whether to assign automatically or create your own number.

Sales Units

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'allocate automatic stock'.

  • Set "Allocate automatic stock numbers" for Unit Sales to 'Yes'.
  • When you now create a new stock unit the system will use the next available number.

Workshop Units

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'allocate automatic stock'.

  • Set "Allocate automatic stock numbers" for Workshop to 'Yes'.
  • When you now create a new Workshop unit the system will use the next available number.
Units created in the Workshop should generally start with a ninety million number i.e. 9???????. This helps you to distinguish between units that are or have been stock units at any time and units that you have serviced or repaired but not sold.

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
stock, number, allocate, auto-number, auto
Tags

VS01