Difference between revisions of "How do I credit a unit?"

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{{KB_Tags|unit, credit, crediting, vehicle, sale, invoice, reverse, sell, sales, bike, bikes, car, cars, van, vans, motorhome, motorhomes, motor, home, homes, caravan, caravans, motorcycle, motorcycles, remove, removing, unit credit, refund}}
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{{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, credit, crediting, sale, invoice, reverse, sell, sales, bikes, cars, vans, motorhomes, motor, home, homes, caravans, motorcycles, remove, removing, unit credit, refund}}
 
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Revision as of 05:29, 17 April 2019

Summary

This article explains how to raise a credit note for a unit.

There are two things to consider before you credit a unit sale.
  • Was there a part exchange unit on the sale? If there was a part exchange, the purchase of the part exchange will not be credited if the part exchange unit has been sold.
  • Crediting a unit sale will only reverse anything done at the point of invoicing, e.g. any money taken as part of the sales order will not be credited but if there was a final balance paid when the invoice was raised then that will be credited.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

Go to " Unit Sales Unit Credits".

  • At "Unit Code:", enter the 'Stock Number' of the unit that you wish to credit.
  • Press <Enter>.
  • The system will automatically fill in the 'Description' from the unit stock details and display the date the unit was invoiced.
Please note the Credit Note will be produced on the date you are logged into Platinum. This will usually be todays' date.
  • At "Do you want to credit this unit?", check that it is the correct unit and then click [Yes].
  • A Unit 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 have an attached till, you will see "Do you want to log this payment into the till?", and you should click [Yes].
  • You should see the message: ""All invoice postings have been reversed."".
  • Click [OK].
Make sure to double check the unit you are crediting is the one you actually want to credit. Invoicing it again can be a chore!

Checking the Unit Credit

Unit Details

The system will reverse all transactions and clear out the Sales details on the unit.

The unit status will be 'In Stock', and the "Sales" tab information will have been blanked out.

Accounting Details

Now that you know the unit details have been reversed, you may wish to 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 in the Purchase Ledger that this has been dealt with according to whether you have kept it in stock, returned it to the customer or have already sold it.

See also


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Keywords AND Misspellings
unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, credit, crediting, sale, invoice, reverse, sell, sales, bikes, cars, vans, motorhomes, motor, home, homes, caravans, motorcycles, remove, removing, unit credit, refund
Tags

VS20, VS84, VS88