Difference between revisions of "How do I create a new Unit Sales finance company?"
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To add a new '''Finance Company''', go to {{Menu|Systems|{{VS}}|Maintenance Options|Add or Edit Finance Rates|HP File Amendments}}. | To add a new '''Finance Company''', go to {{Menu|Systems|{{VS}}|Maintenance Options|Add or Edit Finance Rates|HP File Amendments}}. | ||
| − | * At {{DataPrompt|Finance Code:}}, enter 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. This is the code you will enter when specifying who is [[Selling a Vehicle#Finance|financing]] a deal on a vehicle order or invoice. | + | * At {{DataPrompt|Finance Code:}}, enter 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. This is the code you will enter when specifying who is [[Selling a Vehicle#Finance|financing]] a deal on a vehicle order or invoice. |
{{Example|text=For Black Horse Finance the code could be BLACK012.}} | {{Example|text=For Black Horse Finance the code could be BLACK012.}} | ||
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{{Example|text=For Black Horse Finance the description could be Black Horse Finance 12 months.}} | {{Example|text=For Black Horse Finance the description could be Black Horse Finance 12 months.}} | ||
| − | * This will not usually be printed on a customer's document. It is just used to help you when searching for the correct finance code to use. | + | * This will not usually be printed on a customer's document. It is just used to help you when searching for the correct finance code to use. |
* On the {{DataPrompt|Finance Company:}}, enter or [[How do I Find a Customer?|search]] for the Customer Account Code for the finance company who will be responsible for the Finance scheme that is being created. | * On the {{DataPrompt|Finance Company:}}, enter or [[How do I Find a Customer?|search]] for the Customer Account Code for the finance company who will be responsible for the Finance scheme that is being created. | ||
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{{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|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| | + | * Press {{KeyPress|ESC}} and click {{Button|Accept}}. |
| − | * This will take you back to the {{DataPrompt|Finance Code:}}. Press {{KeyPress| | + | * This will take you back to the {{DataPrompt|Finance Code:}}. Press {{KeyPress|ESC}} to exit. |
{{Note|text=When you go to add finance to a ''Vehicle Invoice'', the new finance code will be available.}} | {{Note|text=When you go to add finance to a ''Vehicle Invoice'', the new finance code will be available.}} | ||
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* [[Selling a Vehicle#Finance|Adding Finance to a Deal]] | * [[Selling a Vehicle#Finance|Adding Finance to a Deal]] | ||
| − | + | {{KB_Tags|finance, company, finance company, order, invoice, invoicing, rate, rates, information, info, hire, purchase, fina, fin, comp, create, new, add, vehicle sale, del, delivery address, address, adress, black, black horse, close}} | |
| − | + | {{FAQ}}{{KB_VS}} | |
| − | {{KB_Tags| | ||
| − | {{ | ||
Revision as of 06:30, 22 December 2018
Summary
This article explains how to create a Finance Company code, which can then be used to specify who a deal is financed with 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:", enter 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. This is the code you will enter when specifying who is financing a deal on a vehicle order or invoice.
 | For Black Horse Finance the code could be BLACK012. |
- At "Description:", enter the finance company name and brief description . This can simply be the name of the finance company and the amount of months the finance will be for.
| For Black Horse Finance the description could be Black Horse Finance 12 months. |
- This will not usually be printed on a customer's document. It is just used to help you when searching for the correct finance code to use.
- On the "Finance Company:", enter or search for the Customer Account Code for the finance company who will be responsible for the Finance scheme that is being created.
- If you have not yet created a customer account for this finance company please follow this article.
 | The account name and address will be printed on the customer document. |
- 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> to exit.
| 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?
- Adding Finance to a Deal
