Difference between revisions of "How do I produce a purchase order for a unit?"

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{{Review}}
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== Summary ==
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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 5th July 2021 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?]]
  
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== Summary ==
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This article explains how to update your Platinum system: [[Downloading a Platinum update]]
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This article explains how to produce a Purchase Order for a vehicle. This can be sent to a manufacturer or retained for your records.
 
  
 
== More Information ==
 
== More Information ==
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Create a record for the vehicle following the appropriate article: [[Creating a New Vehicle]] or [[Creating a Used Vehicle]].
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{{Units}}
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* [[How do I configure unit purchase order processing?]] - Firstly you should ensure your system is correctly configured.
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* [[How do I create a unit purchase order?]] - 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.
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* [[How do I order a unit for a customer?]] - This article advises how to order a unit for a customer whilst creating a unit sales order.
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* [[How do I process a unit purchase order?]] - This article advises how to process your unit order to book the unit into stock.
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* [[Deferred profit for unit sales]] - If you choose to enable Deferred Profit this article explains how to configure your system.
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* [[How do I return a unit to a supplier?]] - You may create a negative order to return a unit to a supplier.
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* [[Unit order reports]] - This article summarises the standard reports available for unit ordering.
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== Historic Notes ==
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If your Platinum system pre-dates the Unit Order Processing System the instructions below provide guidance on ordering a unit.
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If you wish to update your system to upgrade to the Unit Purchase Ordering system please follow the links at the top of this article of {{SupportContact}} for advice.
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* Create a record for the unit following the appropriate article: [[Creating a new unit]] or [[Creating a used unit]].
  
 
* On the {{Tab|Purchase}} tab enter the supplier account code or press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for their account.
 
* On the {{Tab|Purchase}} tab enter the supplier account code or press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for their account.
 
* Click into the {{DataPrompt|Purchase Order}} field and press {{KeyPress|F4}}.
 
* Click into the {{DataPrompt|Purchase Order}} field and press {{KeyPress|F4}}.
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* An order will be created and printed.  
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* An order will be created and printed.
  
 
To reprint the order return to the {{DataPrompt|Purchase Order}} field and press {{KeyPress|C-F4}}.
 
To reprint the order return to the {{DataPrompt|Purchase Order}} field and press {{KeyPress|C-F4}}.
  
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Complete the vehicle details and click {{Button|Done}} and {{Button|Accept}} to save the record.
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Complete the unit details and click {{Button|Done}} and {{Button|Accept}} to save the record.
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=== Purchase Information ===
 
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When the vehicle arrives on site you will need to complete the purchase information as usual.  
 
  
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* For a New Vehicle follow [[Creating a New Vehicle#Purchase|this]] article and [[Posting Purchase Invoices|post]] the purchase invoice into your accounts system as normal.  
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When the unit arrives on site you will need to complete the purchase information as usual.
  
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* For a Used Vehicle follow [[Creating a Used Vehicle#Purchase|this]] article.
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* For a New Unit follow [[Creating a new unit#Purchase|this]] article and [[Posting purchase invoices|post]] the purchase invoice into your accounts system as normal.
  
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== See Also ==
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* For a Used Unit follow [[Creating a used unit#Purchase|this]] article.
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* [[Creating a New Vehicle]]
 
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* [[Creating a Used Vehicle]]
 
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* [[Posting Purchase Invoices]]
 
  
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== See also ==
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* [[Creating a new unit]]
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* [[Creating a used unit]]
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* [[Posting purchase invoices]]
  
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{{KB_Tags|create vehicle, vehicle record, vehicle order, purchase, vehicle purchase, purchase order, new model}}
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{{KB_Tags|unit order, factory order, vehicle order}}
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{{KB_VS}}{{Guide}}
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{{How}}{{Guide}}{{KB_VS}}

Latest revision as of 05:28, 25 June 2021

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 5th July 2021 or later.

This article explains how to check your version: How do I check when I last had a Platinum update?

This article explains how to update your Platinum system: Downloading a Platinum update

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.
  • Unit order reports - This article summarises the standard reports available for unit ordering.

Historic Notes

If your Platinum system pre-dates the Unit Order Processing System the instructions below provide guidance on ordering a unit.

If you wish to update your system to upgrade to the Unit Purchase Ordering 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.

  • 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.

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


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Keywords AND Misspellings
unit order, factory order, vehicle order
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