Difference between revisions of "How do I create a new Unit Sales finance company?"
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* 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. | ||
| − | * On the {{DataPrompt|Finance Company:}}, enter | + | * On the {{DataPrompt|Finance Company:}}, enter or [[How do I Find a Customer?|search]] for the Account Code for the finance company who will be responsible for the Finance scheme that is being created. |
* 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.''' | ||
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* [[Creating a Used Vehicle]] | * [[Creating a Used Vehicle]] | ||
* [[Selling a Vehicle]] | * [[Selling a Vehicle]] | ||
| − | * [[How do I | + | * [[How do I Find a Customer?]] |
| − | + | ||
{{KB_Tags|Finance, Company, Finance Company, Order, Invoice, Invoicing, Rate, Rates, information, info, Hire, Purchase, FINA, FIN, COMP, CREATE, NEW, ADD, VEHICLE SALE, ORDER, INVOICE, DEL, DELIVERY ADDRESS, ADDRESS, ADRESS, BLACK, BLACK HORSE, CLOSE}} | {{KB_Tags|Finance, Company, Finance Company, Order, Invoice, Invoicing, Rate, Rates, information, info, Hire, Purchase, FINA, FIN, COMP, CREATE, NEW, ADD, VEHICLE SALE, ORDER, INVOICE, DEL, DELIVERY ADDRESS, ADDRESS, ADRESS, BLACK, BLACK HORSE, CLOSE}} | ||
{{KB_VS}} {{FAQ}} | {{KB_VS}} {{FAQ}} | ||
Revision as of 12:10, 7 June 2016
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 " Systems 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.
 | 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 or search for the Account Code 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.
 | 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.
| When you go to add finance to a Vehicle Invoice, the new finance code will be available. |
See also
- Recommended Vehicle Sales Routines
- Creating a New Vehicle
- Creating a Used Vehicle
- Selling a Vehicle
- How do I Find a Customer?
