How do I credit a unit?

Summary

This article will explain how to credit a vehicle back into the system, if for some reason the vehicle was incorrectly invoiced out, the system will also reverse the postings done to customers account.

Additional Information

In order to credit an invoiced vehicle, back into the system you will need to first log into the system with the same date as when the vehicle was sold out on, then you will need to go to: "Vehicle Sales" -> "Vehicle credits". Once here you will need to fill in the fields visible.

• "Vehicle Code :" enter in the 'vehicles stock number' of the vehicle that you wish to credit back into the system reversing the vehicle invoice and crediting the customers account. Then press <Enter>.

• "Description :" the system should automatically fill in the vehicles 'description' using that which is stored on the vehicles stock details.

• "Sale Date :" as with the "description :" the system will automatically fill in the 'Sale Date' of when the vehicle was invoiced out.

As the vehicle has been incorrectly invoiced out the information needed and listed in the field detailed above, it is easy to compare and make sure that the vehicle you are about to credit is the correct one. A screen prompt will appear asking "Do you want to credit this vehicle?" If this is the right vehicle you wish to credit click the [Yes] button.

A Vehicle credit will now printed out, and a screen prompt will appear asking "Do you want to Accept, Ignore or Re-print the document?". Once you have the print out in hand and have confirmed it is correct click the [Accept] button.

Another screen prompt will appear asking "Do you want to log this payment into the till?" click the [Yes] button. Finally a screen prompt will appear notifying you that "All invoice postings have been reversed.". Press <Esc>.

The only way to reverse a credit vehicle is to manually re-invoice the vehicle back out through the normal process. Make sure to double check the vehicle you are crediting is the one you actually want to credit.

Checking the Vehicle Credit

The system will reverse all transaction and clear out the details with the vehicle properties. It is always a good idea to check the vehicle stock properties for the vehicle that has been credited. Note that the vehicle status will be back in stock. Also note that the sales information tab will also be blanked out.

Now that you know the vehicle details have been reversed, it is time to check the customers account and make sure that they have been credited. To do this go to: "Sales Ledger" -> "Customer History". Type in the customers account code on the "Account :" field and press <Enter>. On the "Document :" press <Enter> to display their history. Check for the credit on the date that we entered the system with. This credit posting will correspond to the print out you have in hand.

Remember to log out of Platinum, and log back in with the correct date to avoid posting any transactions on a previous date.

See Also

• Selling a Vehicle
• How do I refund a vehicle deposit?

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Keywords AND Misspellings

Credit, Crediting, Vehicle Sale, Invoice, Reverse, sell, sales