Difference between revisions of "How do I credit a unit?"
From Catalyst
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* Click {{Button|OK}}. | * Click {{Button|OK}}. | ||
| − | {{Warning | + | {{Warning|text=Make sure to double check the vehicle you are crediting is the one you actually want to credit. Invoicing it again can be a chore!}}}} |
== Checking the Vehicle Credit == | == Checking the Vehicle Credit == | ||
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== See Also == | == See Also == | ||
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* [[How do I Find a Customer?]] | * [[How do I Find a Customer?]] | ||
* [[How to I Purchase a vehicle from a Customer?]] | * [[How to I Purchase a vehicle from a Customer?]] | ||
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* [[How do I refund a vehicle deposit?]] | * [[How do I refund a vehicle deposit?]] | ||
* [[Posting Purchase Invoices]] | * [[Posting Purchase Invoices]] | ||
* [[How do I Make a Purchase Ledger Posting with Multiple Centres?]] | * [[How do I Make a Purchase Ledger Posting with Multiple Centres?]] | ||
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* [[Selling a Vehicle]] | * [[Selling a Vehicle]] | ||
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* [[Creating a Used Vehicle]] | * [[Creating a Used Vehicle]] | ||
* [[Creating a New Vehicle]] | * [[Creating a New Vehicle]] | ||
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{{KB_Tags|Credit, Crediting, Vehicle, Vehicles, Sale, Invoice, Reverse, sell, sales, Bike, Bikes, Car, Cars, Van, Vans, Motorhome, Motorhomes, Motor, Home, Homes, Caravan, Caravans, Motorcycle, Motorcycles}} | {{KB_Tags|Credit, Crediting, Vehicle, Vehicles, Sale, Invoice, Reverse, sell, sales, Bike, Bikes, Car, Cars, Van, Vans, Motorhome, Motorhomes, Motor, Home, Homes, Caravan, Caravans, Motorcycle, Motorcycles}} | ||
{{KB_VS}} {{FAQ}} | {{KB_VS}} {{FAQ}} | ||
{{KB_Ref|VS84,VS88,VS20}} | {{KB_Ref|VS84,VS88,VS20}} | ||
Revision as of 10:31, 20 September 2013
Contents
Summary
This article explains how to raise a credit note for a vehicle.
More Information
Go to " Unit Sales Vehicle Credits".
- At "Vehicle Code :", enter the 'Stock Number' of the vehicle that you wish to credit.
- Press <Enter>.
- The system will automatically fill in the 'Description' from the vehicle stock details.
- The system will automatically fill in the original 'Sale Date'.
- At "Do you want to credit this vehicle?", check that it is the correct vehicle and then click [Yes].
- A Vehicle Credit Note will now be printed.
- At "Do you want to Accept, Ignore or Re-print the document?", check the print-out and confirm that it is correct.
- If it is all OK, click the [Accept] button.
- If you see "Do you want to log this payment into the till?", click [Yes].
- You should see the message: ""All invoice postings have been reversed."".
- Click [OK].
 | Make sure to double check the vehicle you are crediting is the one you actually want to credit. Invoicing it again can be a chore! |
}}
Checking the Vehicle Credit
Vehicle Details
The system will reverse all transactions and clear out the Sales details on the Vehicle, but it is always a good idea to check the details of the vehicle that has been credited.
 | PLEASE NOTE: The vehicle status will be 'In Stock', and the "Sales" tab information will have been blanked out. |
Accounting Details
Now that you know the vehicle details have been reversed, check the customer's account and make sure that they have been credited.
- Go to " Sales Ledger Customer History".
- Type the customer's account code and press <Enter>.
- Press <Enter> again to display their history. Check for the credit note against the original invoice. This credit posting will correspond to the print-out you have in hand.
- If there is a part exchange involved, you should check that this has been dealt with according to whether you have kept it in stock or returned it to the customer.
See Also
- How do I Find a Customer?
- How to I Purchase a vehicle from a Customer?
- How do I refund a vehicle deposit?
- Posting Purchase Invoices
- How do I Make a Purchase Ledger Posting with Multiple Centres?
- Selling a Vehicle
- Creating a Used Vehicle
- Creating a New Vehicle
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Tags
VS84,VS88,VS20
