Difference between revisions of "How do I get a valuation of unit stock?"

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== Summary ==
 
== Summary ==
−
The ability to get a current value of the vehicles that you have In Stock on the System. To get a value at a specific date, you will need to run the "Vehicle Valuation at a Date" report.
+
The ability to get a current value of the units that you have In Stock on the System. To get a value at a specific date, you will need to run the "Unit Valuation at a Date" report.
  
 
== More Information ==
 
== More Information ==
−
Go to {{Menu|{{VS}}|Vehicle Reports|Reports|Alter Report Range}}.
+
Go to {{Menu|{{VS}}|Unit Reports|Reports|Alter Report Range}}.
  
−
This will display a screen that allows you to set the range of vehicles that will appear on your report.
+
This will display a screen that allows you to set the range of units that will appear on your report.
  
 
=== Report Range ===
 
=== Report Range ===
−
;{{DataPrompt|New Vehicles}}
+
;{{DataPrompt|New Units}}
−
:Entering {{DataValue|Y}} will result in only new vehicles appearing. Entering {{DataValue|N}} will result in only used vehicles being displayed. Leaving this record blank will result in both ''New'' and ''Used'' vehicles being displayed.
+
:Entering {{DataValue|Y}} will result in only new units appearing. Entering {{DataValue|N}} will result in only used units being displayed. Leaving this record blank will result in both ''New'' and ''Used'' units being displayed.
 
;{{DataPrompt|Location}}
 
;{{DataPrompt|Location}}
−
:Enter a specific vehicle location for the report to look at. Leaving this blank will include all set vehicle locations.
+
:Enter a specific unit location for the report to look at. Leaving this blank will include all set unit locations.
 
;{{DataPrompt|Stock No. From}},{{DataPrompt|To.}}
 
;{{DataPrompt|Stock No. From}},{{DataPrompt|To.}}
−
:Enter the first vehicle stock number to include to the last vehicle stock number to include.
+
:Enter the first unit stock number to include to the last unit stock number to include.
 
;{{DataPrompt|Statuses Included}}
 
;{{DataPrompt|Statuses Included}}
−
:You can enter up to three vehicle status codes to be included in the report.
+
:You can enter up to three unit status codes to be included in the report.
 
:*If all of the status included fields are left blank all statuses will be included (Unless they are specifically excluded by use of the exclusion fields).
 
:*If all of the status included fields are left blank all statuses will be included (Unless they are specifically excluded by use of the exclusion fields).
 
;{{DataPrompt|Statuses Excluded}}
 
;{{DataPrompt|Statuses Excluded}}
−
:Enter up to three vehicle status codes to be excluded from the report.
+
:Enter up to three unit status codes to be excluded from the report.
 
;{{DataPrompt|Categories Included}}
 
;{{DataPrompt|Categories Included}}
−
:You can enter up to three vehicle Category codes to be included in the report.
+
:You can enter up to three unit Category codes to be included in the report.
 
:* If all of the categories included fields are left blank all categories will be included (Unless they are specifically excluded by use of the exclusion fields).
 
:* If all of the categories included fields are left blank all categories will be included (Unless they are specifically excluded by use of the exclusion fields).
 
;{{DataPrompt|Categories Excluded}}
 
;{{DataPrompt|Categories Excluded}}
−
:Enter up to three vehicle category codes to be excluded from the report.
+
:Enter up to three unit category codes to be excluded from the report.
 
;{{DataPrompt|Manufacturer}}
 
;{{DataPrompt|Manufacturer}}
−
:Enter the vehicle manufacturer code to be included in the report.
+
:Enter the unit manufacturer code to be included in the report.
 
:* If the manufacturer field is left blank all manufacturers will be included.
 
:* If the manufacturer field is left blank all manufacturers will be included.
 
;{{DataPrompt|Models}}
 
;{{DataPrompt|Models}}
−
:Enter up to three vehicle model codes to be included in the report.
+
:Enter up to three unit model codes to be included in the report.
  
 
{{Note|text=
 
{{Note|text=
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==== Example ====
 
==== Example ====
 
{{Example|text=
 
{{Example|text=
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* {{DataPrompt|New Vehicles:}}{{DataValue|}}.
+
* {{DataPrompt|New Units:}}{{DataValue|}}.
 
* {{DataPrompt|Location:}}{{DataValue|SHO (Showroom)}}.
 
* {{DataPrompt|Location:}}{{DataValue|SHO (Showroom)}}.
 
* {{DataPrompt|Stock No. From:}}{{DataValue|}}.
 
* {{DataPrompt|Stock No. From:}}{{DataValue|}}.
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* {{DataPrompt|Model Included:}}{{DataValue|}}
 
* {{DataPrompt|Model Included:}}{{DataValue|}}
  
−
'''Will Display Only''' "Kawasaki" vehicles that are "In Stock" and located in the "Showroom" and excludes "Demonstration" Vehicles.
+
'''Will Display Only''' "Kawasaki" units that are "In Stock" and located in the "Showroom" and excludes "Demonstration" Units.
 
}}
 
}}
  
−
Once you have set the range that you require, press {{KeyPress|ESC}} to return to the Reports menu in order to run the Vehicle Valuation Report.
+
Once you have set the range that you require, press {{KeyPress|ESC}} to return to the Reports menu in order to run the Unit Valuation Report.
  
 
=== Report Running ===
 
=== Report Running ===
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== Valuation at a Date ==
 
== Valuation at a Date ==
−
Go to {{Menu|{{VS}}|Vehicle Reports|Vehicle Sales Report Generator}}.
+
Go to {{Menu|{{VS}}|Unit Reports|Unit Sales Report Generator}}.
 
* Type {{DataValue|valuation}} and click {{KeyPress|Search}}.
 
* Type {{DataValue|valuation}} and click {{KeyPress|Search}}.
 
* Select report {{DataValue|VAL - Valuation at a Date}}.
 
* Select report {{DataValue|VAL - Valuation at a Date}}.

Revision as of 17:24, 4 January 2019

Summary

The ability to get a current value of the units that you have In Stock on the System. To get a value at a specific date, you will need to run the "Unit Valuation at a Date" report.

More Information

Go to " Unit Sales Unit Reports Reports Alter Report Range".

This will display a screen that allows you to set the range of units that will appear on your report.

Report Range

"New Units"
Entering 'Y' will result in only new units appearing. Entering 'N' will result in only used units being displayed. Leaving this record blank will result in both New and Used units being displayed.
"Location"
Enter a specific unit location for the report to look at. Leaving this blank will include all set unit locations.
"Stock No. From","To."
Enter the first unit stock number to include to the last unit stock number to include.
"Statuses Included"
You can enter up to three unit status codes to be included in the report.
  • If all of the status included fields are left blank all statuses will be included (Unless they are specifically excluded by use of the exclusion fields).
"Statuses Excluded"
Enter up to three unit status codes to be excluded from the report.
"Categories Included"
You can enter up to three unit Category codes to be included in the report.
  • If all of the categories included fields are left blank all categories will be included (Unless they are specifically excluded by use of the exclusion fields).
"Categories Excluded"
Enter up to three unit category codes to be excluded from the report.
"Manufacturer"
Enter the unit manufacturer code to be included in the report.
  • If the manufacturer field is left blank all manufacturers will be included.
"Models"
Enter up to three unit model codes to be included in the report.
  • If all of the model fields are left as blank all models will be included.
  • You should never leave all fields blank on this screen. The reports will not provide meaningful information.

Example
  • "New Units:"''.
  • "Location:"'SHO (Showroom)'.
  • "Stock No. From:"''.
  • "To:"''.
  • "Statuses Included:"'STO (In Stock)'
  • "Statuses Excluded:"'DEM (Demonstration)'
  • "Categories Included:"''.
  • "Categories Excluded:"''.
  • "Manufacturer:"'KAW (Kawasaki)'
  • "Model Included:"''
Will Display Only "Kawasaki" units that are "In Stock" and located in the "Showroom" and excludes "Demonstration" Units.

Once you have set the range that you require, press <Esc> to return to the Reports menu in order to run the Unit Valuation Report.

Report Running

Now that the search criteria has been entered on the Alter Report range screen, click on [Valuation Report] to run the report.

Printing: To print out the "Valuation Report" click [Toggle Output] so that the output shown is "Printer". Or to display the "Valuation Report" click [Toggle Output] so that output shown is "Display".

Valuation at a Date

Go to " Unit Sales Unit Reports Unit Sales Report Generator".

  • Type 'valuation' and click <Search>.
  • Select report 'VAL - Valuation at a Date'.
  • Click [Start].
  • Enter the ranges for your report and click <Start>.
  • Click [Print] if you wish to print the report.

See also


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Keywords AND Misspellings
vehicle valuation, valuation, vehicle reports
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