Difference between revisions of "How do I produce a purchase order for a unit?"
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== Summary == | == Summary == | ||
| − | This article provides the links to configuring | + | This article provides the links to configuring Unit Purchase Order Processing and how to create and process orders. It relates to systems on Platinum version '''***TBC***''' or later. |
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| + | This article explains how to check your version: [[How do I check when I last had a Platinum update?]] | ||
| + | |||
| + | This article explain how to update your Platinum system: [[Downloading a Platinum update]] | ||
== More Information == | == More Information == | ||
| + | Firstly you should ensure your system is correctly configured: [[How do I configure unit purchase order processing?]] | ||
| + | |||
| + | This article advises how to create an order from a unit record or for a stock or non-stock unit directly from Unit Purchase order processing: [[How do I create a unit purchase order?]] | ||
| + | |||
| + | This article advises how to order a unit for a customer whilst creating a unit sales order: [[How do I order a unit for a customer?]] | ||
| + | |||
| + | This article advises how to process your unit order to book the unit into stock: [[How do I process a unit purchase order?]] | ||
| + | |||
| + | If you choose to enable Deferred Profit this article explains how to configure your system: [[Deferred profit for unit sales]] | ||
| + | |||
| + | == Historic Notes == | ||
| + | If your Platinum system pre-dates the Unit Order Processing System follow these instructions. If you wish to update your system please follow the links at the top of this article of {{SupportContact}} for advice. | ||
| + | |||
{{Units}} | {{Units}} | ||
Create a record for the unit following the appropriate article: [[Creating a new unit]] or [[Creating a used unit]]. | Create a record for the unit following the appropriate article: [[Creating a new unit]] or [[Creating a used unit]]. | ||
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* [[Posting purchase invoices]] | * [[Posting purchase invoices]] | ||
| − | {{KB_Tags|unit, | + | {{KB_Tags|unit order, factory order, vehicle order}} |
{{How}}{{Guide}}{{KB_VS}} | {{How}}{{Guide}}{{KB_VS}} | ||
Revision as of 12:41, 27 May 2021
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Summary
This article provides the links to configuring Unit Purchase Order Processing and how to create and process orders. It relates to systems on Platinum version ***TBC*** or later.
This article explains how to check your version: How do I check when I last had a Platinum update?
This article explain how to update your Platinum system: Downloading a Platinum update
More Information
Firstly you should ensure your system is correctly configured: How do I configure unit purchase order processing?
This article advises how to create an order from a unit record or for a stock or non-stock unit directly from Unit Purchase order processing: How do I create a unit purchase order?
This article advises how to order a unit for a customer whilst creating a unit sales order: How do I order a unit for a customer?
This article advises how to process your unit order to book the unit into stock: How do I process a unit purchase order?
If you choose to enable Deferred Profit this article explains how to configure your system: Deferred profit for unit sales
Historic Notes
If your Platinum system pre-dates the Unit Order Processing System follow these instructions. If you wish to update your system please follow the links at the top of this article of Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page for advice.
 | 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. |
Create a record for the unit following the appropriate article: Creating a new unit or Creating a used unit.
- On the [Purchase] tab enter the supplier account code or press <Ctrl+F1> to search for their account.
- Click into the "Purchase Order" field and press <F4>.
- An order will be created and printed.
To reprint the order return to the "Purchase Order" field and press <Ctrl+F4>.
Complete the unit details and click [Done] and [Accept] to save the record.
Purchase Information
When the unit arrives on site you will need to complete the purchase information as usual.
- For a New Unit follow this article and post the purchase invoice into your accounts system as normal.
- For a Used Unit follow this article.
See also
