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.

More 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.

See also

• Selling a Vehicle
• Creating Finance Information

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Keywords AND Misspellings

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