Difference between revisions of "How do I authorise a unit sales order?"
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== Summary == | == Summary == | ||
| − | This | + | This article explains how to authorise a sales order in {{VS}} |
== More Information == | == More Information == | ||
| − | + | {{Units}} | |
| + | Unit 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. | 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. | ||
| − | Go to {{Menu | + | Go to {{Menu|{{VS}}|Unit Sales Documents}}. |
| − | *This will show you a list of current sales orders. Any unauthorised orders will be highlighted in | + | *This will show you a list of current sales orders. Any unauthorised orders will be highlighted in {{FontColour|black|PaleGreen|Green}}. Click on the required order and press {{KeyPress|F8}}. |
*You will then see the following message | *You will then see the following message | ||
| − | <pre> | + | <pre> |
Confirm Toggle Authorised | Confirm Toggle Authorised | ||
| Line 19: | Line 20: | ||
</pre> | </pre> | ||
| − | * Click {{Button|Yes}} to confirm. The order line will then go | + | * Click {{Button|Yes}} to confirm. The order line will then go {{FontColour|black|Lavender|Purple}}. |
| − | {{ | + | {{Tip|text=This process can be reversed by pressing the same {{Button|F8}} when highlighting an authorised order.}} |
== See also == | == See also == | ||
| − | + | * [[How do I find a customer?]] | |
| − | + | * [[How do I refund a unit deposit?]] | |
| − | + | * [[Taking a unit deposit]] | |
| − | + | * [[Selling a unit]] | |
| − | * [[How do I | + | * [[Creating a used unit]] |
| − | * [[How do I refund a | + | * [[Creating a new unit]] |
| − | * [[Taking a | + | |
| − | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, auth, authorised, sales, order, unit sales order}} | |
| − | + | {{FAQ}}{{How}}{{KB_VS}} | |
| − | * [[Selling a | ||
| − | |||
| − | * [[Creating a | ||
| − | * [[Creating a | ||
| − | |||
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{{KB_Ref|VS84, VS88}} | {{KB_Ref|VS84, VS88}} | ||
Latest revision as of 05:32, 19 June 2019
Summary
This article explains how to authorise a sales order in Unit Sales
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Unit 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.
Go to " Unit Sales Unit 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.
 | This process can be reversed by pressing the same [F8] when highlighting an authorised order. |
See also
- How do I find a customer?
- How do I refund a unit deposit?
- Taking a unit deposit
- Selling a unit
- Creating a used unit
- Creating a new unit
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Tags
VS84, VS88
