Difference between revisions of "How do I assign a stock number to a non-stock part exchange unit?"
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== Summary == | == Summary == | ||
| − | The following article explains how to assign a | + | The following article explains how to assign a unit stock number to a non-stock part exchange unit being held on a sales order. |
== More Information == | == More Information == | ||
| − | This can be done when a customer pre-orders a | + | This can be done when a customer pre-orders a unit and a sales order needs to be raised before the sale unit has arrived, and you do not want to allocate a stock number to the part exchange unit before it actually arrives on site. |
| − | Go to {{Menu|{{VS}}| | + | Go to {{Menu|{{VS}}|Unit Sales Documents}} |
| − | * Find the sales order in the ongoing orders list with the non-stock | + | * Find the sales order in the ongoing orders list with the non-stock unit is raised, or press {{KeyPress|F2}} to see all orders. |
* Point at the relevant order and press {{KeyPress|S-F5}} to assign a stock number. | * Point at the relevant order and press {{KeyPress|S-F5}} to assign a stock number. | ||
* The next available stock number will be shown in a box with some of the information that you have already entered visible. | * The next available stock number will be shown in a box with some of the information that you have already entered visible. | ||
| − | {{Tip|text=Make sure that you check whether the | + | {{Tip|text=Make sure that you check whether the unit has already been created. If it has, then search for the existing unit record. If it has not, then press {{KeyPress|S-F10}} to enter the unit information.}} |
| − | * Click {{Button|Done}} and {{Button|Accept}} to create an actual | + | * Click {{Button|Done}} and {{Button|Accept}} to create an actual unit stock number for your unit. |
== See also == | == See also == | ||
Revision as of 16:18, 4 January 2019
Summary
The following article explains how to assign a unit stock number to a non-stock part exchange unit being held on a sales order.
More Information
This can be done when a customer pre-orders a unit and a sales order needs to be raised before the sale unit has arrived, and you do not want to allocate a stock number to the part exchange unit before it actually arrives on site.
Go to " Unit Sales Unit Sales Documents"
- Find the sales order in the ongoing orders list with the non-stock unit is raised, or press <F2> to see all orders.
- Point at the relevant order and press <Shift+F5> to assign a stock number.
- The next available stock number will be shown in a box with some of the information that you have already entered visible.
 | Make sure that you check whether the unit has already been created. If it has, then search for the existing unit record. If it has not, then press <Shift+F10> to enter the unit information. |
- Click [Done] and [Accept] to create an actual unit stock number for your unit.
See also
- How do I Find a Customer?
- Selling a unit
- How do I assign a stock number to a non-stock sale units?
- Creating a used unit
- Creating a new unit
- Creating unit models
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Tags
VS84, VS88
