Difference between revisions of "How do I create a new Unit Sales finance company?"
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== Summary == | == Summary == | ||
| − | This article | + | This article explains how to create a '''New Finance Company''', which can then be used when creating sales orders or invoices for vehicles. |
== Additional Information == | == Additional Information == | ||
| − | To add a new '''Finance Company''' | + | To add a new '''Finance Company''', go to "Vehicle Sales" -> "Maintenance Options" -> "Add or Edit Finance Rates" -> "HP File Amendments". |
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| − | * | + | * 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=''For Black Horse Finance the code | + | {{Example|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. |
* On the {{DataPrompt|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 {{DataPrompt|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 {{DataPrompt|Period In Months:}} enter the amount of months that the finance code will be set up for. This | + | * 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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| + | {{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}}. |
| − | * This will take you back to the {{DataPrompt|Finance Code:}} press {{KeyPress|Esc, Esc, Esc}} to return to the | + | * This will take you back to the {{DataPrompt|Finance Code:}} press {{KeyPress|Esc, Esc, Esc}} to return to the {{VS}} main menu. |
| − | {{Note|text= | + | {{Note|text=When you go to add finance to a ''Vehicle Invoice'', the new finance code will be available.}} |
{{KB_Tags|Finance, Company, Create, New, Add, Vehicle Sale, Order, Invoice}}{{KB_VS}} | {{KB_Tags|Finance, Company, Create, New, Add, Vehicle Sale, Order, Invoice}}{{KB_VS}} | ||
Revision as of 09:45, 3 December 2008
Summary
This article explains how to create a New Finance Company, which can then be used when creating sales orders or invoices for vehicles.
Additional Information
To add a new Finance Company, go to "Vehicle 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 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.
 | 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. |
