How do I create a new Unit Sales finance company?

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.

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Keywords AND Misspellings

Finance, Company, Create, New, Add, Vehicle Sale, Order, Invoice