Difference between revisions of "How do I authorise a unit sales order?"
From Catalyst
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== See also == | == See also == | ||
| + | * [[:Category:Getting Started|Getting Started]] | ||
| + | * [[Getting Started - Vehicle Sales]] | ||
| + | * [[Recommended Vehicle Sales Routines]] | ||
| + | * [[How do I Find a Customer?]] | ||
| + | * [[How do I refund a vehicle deposit?|How do I Refund a Vehicle Deposit?]] | ||
| + | * [[Taking a Vehicle Deposit]] | ||
| + | * [[How do I Account for Retained Deposits?]] | ||
| + | * [[How do I Account for Vat on Vehicle Deposits?]] | ||
* [[Selling a Vehicle]] | * [[Selling a Vehicle]] | ||
| − | * [[ | + | * [[Selling a Vehicle#Creating an Order|Creating an Order]] |
| + | * [[Creating a Used Vehicle]] | ||
| + | * [[Creating a New Vehicle]] | ||
| + | * [[Creating a New Vehicle by Copying an Existing Vehicle]] | ||
| + | * [[Creating Vehicle models]] | ||
| + | * [[Catalyst FindIt]] | ||
| + | * [[Platinum Links]] | ||
| + | * [[Adding Pictures]] | ||
{{KB_Tags|auth, authorised, sales, order, vehicle, vehicle sales order}} | {{KB_Tags|auth, authorised, sales, order, vehicle, vehicle sales order}} | ||
| − | {{KB_VS}} | + | {{KB_VS}} {{FAQ}} |
| + | {{KB_Ref|VS84, VS88}} | ||
Revision as of 14:45, 15 August 2013
Summary
Vehicle sales orders created in Platinum need to be authorised before they can be invoiced. This allows the orders to be checked to make sure they are correct.
You can set security levels to allow certain sales people to authorise their own orders, while others cannot. If they cannot authorise orders, they can still create orders and edit them up to the point at which the order is authorised by a more senior member of staff. Once the order has been authorised, it can be viewed by the junior sales person, but if any changes are needed then the order must be either unauthorised or modified by the senior sales person.
More Information
Go to " Systems Unit Sales Vehicle Sales Documents".
- This will show you a list of current sales orders. Any unauthorised orders will be highlighted in Green . Click on the required order and press <F8>.
- You will then see the following message
Confirm Toggle Authorised
Please confirm you want to change this un-authorised order to authorised?
YES NO
- Click [Yes] to confirm. The order line will then go Purple .
 | Tip: This process can be reversed by pressing the same [F8] when highlighting an authorised order. |
See also
- Getting Started
- Getting Started - Vehicle Sales
- Recommended Vehicle Sales Routines
- How do I Find a Customer?
- How do I Refund a Vehicle Deposit?
- Taking a Vehicle Deposit
- How do I Account for Retained Deposits?
- How do I Account for Vat on Vehicle Deposits?
- Selling a Vehicle
- Creating an Order
- Creating a Used Vehicle
- Creating a New Vehicle
- Creating a New Vehicle by Copying an Existing Vehicle
- Creating Vehicle models
- Catalyst FindIt
- Platinum Links
- Adding Pictures
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Tags
VS84, VS88
