Difference between revisions of "How do I create a new Unit Sales finance company?"
From Catalyst
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== More Information == | == More Information == | ||
− | To add a new '''Finance Company''', go to {{Menu| | + | To add a new '''Finance Company''', go to {{Menu|{{VS}}|Maintenance Options|Add or Edit Finance Rates|HP File Amendments}}. |
* At {{DataPrompt|Finance Code:}}, create a unique code for the finance company or deal that is up to eight characters long, using part of the finance company's name and a number. | * At {{DataPrompt|Finance Code:}}, create a unique code for the finance company or deal that is up to eight characters long, using part of the finance company's name and a number. | ||
− | {{Example|text= | + | {{Example|title=E.G.|text= For Black Horse Finance the code could be BLACK012.}} |
* At {{DataPrompt|Description:}}, give the finance code a description, this can simply be the name of the finance company and the amount of months the finance will be for. | * At {{DataPrompt|Description:}}, give the finance code a description, this can simply be the name of the finance company and the amount of months the finance will be for. | ||
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* On the {{DataPrompt|Period In Months:}}, enter the amount of months that the finance code will be set up for. This could be anything from '''12 to 60 months.''' | * On the {{DataPrompt|Period In Months:}}, enter the amount of months that the finance code will be set up for. This could be anything from '''12 to 60 months.''' | ||
− | {{Note|text=As a general rule it is advised that nothing else on this page is altered as it will affect the amount that is financed on the vehicle when selling the vehicle.}} | + | {{Note|title=PLEASE NOTE|text= =As a general rule it is advised that nothing else on this page is altered as it will affect the amount that is financed on the vehicle when selling the vehicle.}} |
* Press {{KeyPress|Esc}} and click {{Button|Accept}}. | * Press {{KeyPress|Esc}} and click {{Button|Accept}}. | ||
* This will take you back to the {{DataPrompt|Finance Code:}}. Press {{KeyPress|Esc, Esc, Esc}} to return to the {{VS}} main menu. | * This will take you back to the {{DataPrompt|Finance Code:}}. Press {{KeyPress|Esc, Esc, Esc}} to return to the {{VS}} main menu. | ||
− | {{Note|text=When you go to add finance to a ''Vehicle Invoice'', the new finance code will be available.}} | + | {{Note|title=PLEASE NOTE|text= When you go to add finance to a ''Vehicle Invoice'', the new finance code will be available.}} |
== See also == | == See also == |
Revision as of 16:18, 31 July 2013
Summary
This article explains how to create a New Finance Company, which can then be used when creating sales orders or invoices for vehicles.
More Information
To add a new Finance Company, go to " Unit Sales Maintenance Options Add or Edit Finance Rates HP File Amendments".
- At "Finance Code:", create a unique code for the finance company or deal that is up to eight characters long, using part of the finance company's name and a number.
E.G.: For Black Horse Finance the code could be BLACK012. |
- At "Description:", give the finance code a description, this can simply be the name of the finance company and the amount of months the finance will be for.
- On the "Finance Company:", enter in the Sales Account for the finance company who will be responsible for the Finance scheme that is being created.
- On the "Period In Months:", enter the amount of months that the finance code will be set up for. This could be anything from 12 to 60 months.
PLEASE NOTE: =As a general rule it is advised that nothing else on this page is altered as it will affect the amount that is financed on the vehicle when selling the vehicle. |
- Press <Esc> and click [Accept].
- This will take you back to the "Finance Code:". Press <Esc, Esc, Esc> to return to the Unit Sales main menu.
PLEASE NOTE: When you go to add finance to a Vehicle Invoice, the new finance code will be available. |
See also
- Getting Started - Vehicle Sales
- Getting Started - Workshop
- Getting Started - Stock Control
- Recommended Vehicle Sales Routines
- Creating a New Vehicle
- Creating a Used Vehicle
- How do I Create a New Finance Company?
- Selling a Vehicle
- How do I get a Valuation of Vehicle Stock?
- How do I Credit a Vehicle?