How do I deal with unwanted unit records?

Summary

This article explains the best practice to follow when dealing with an unwanted unit record such as a duplicate record.

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 Add or Edit Units".

Find the record for the unwanted unit. Search for the unit using any of the 'Stock Number', 'Reg Number' or 'Model'.

• Click [Edit].
• Change the "Status" to 'CRE' - Created in Error.
  • If this status does not exist, press <Shift+F10>.
  • Enter a description of 'Created in Error'.
  • Click [Settings].
  • Set "In stock" and "Upload details" to 'No'.
  • Click [Done] and [Accept].

• Go to the [Purchase] tab and change the "Value excluded?" flag to 'Yes'.

• Click [Done] and [Accept].

See also

• How do I see a list of new\used units in stock?

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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, unwanted, error, duplicate record, created twice, mistake

Tags

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