Difference between revisions of "How do I purchase a unit from a customer?"

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*Enter the {{DataPrompt|Payment Centre}} to choose how the customer is to receive payment for the vehicle.
 
*Enter the {{DataPrompt|Payment Centre}} to choose how the customer is to receive payment for the vehicle.
  
{{Example|text={{DataValue|Z900}} for Cash Payments}}
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{{Example|text={{DataValue|Z992}} for Bank Transfer or {{DataValue|Z900}} for Cash.}}
  
 
*Press {{KeyPress|F2}} to print out the invoice.
 
*Press {{KeyPress|F2}} to print out the invoice.
 
*Click {{Button|Reprint}} to print out a second copy of the invoice or click {{Button|Accept}} to confirm all the details.
 
*Click {{Button|Reprint}} to print out a second copy of the invoice or click {{Button|Accept}} to confirm all the details.
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{{Tip|text=If the vehicle has outstanding finance don't forget to pay the finance company and post the payment made, against the purchase invoice, on your purchase ledger.}}
  
 
== See also ==
 
== See also ==
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* [[Selling a unit]]
 
* [[Selling a unit]]
  
{{KB_Tags|purchase, customer, vehicle, vehicle entry, used, used vehicle, vehicle purchase, invoice, buying, used vehicle purchase, buying used vehicles}}
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{{KB_Tags|unit, purchase, customer, vehicle, vehicle entry, used, used vehicle, vehicle purchase, invoice, buying, used vehicle purchase, buying used vehicles}}
 
{{FAQ}}{{KB_VS}}
 
{{FAQ}}{{KB_VS}}

Revision as of 16:59, 16 January 2019

Summary

This article explains how to purchase a vehicle which is not a part exchange.

More Information

Somebody has a vehicle that they own that they want to sell, and you have agreed to purchase it. The details of the person selling the vehicle to you need to be stored for future reference, but they might be an existing customer, or someone from whom you have previously purchased a vehicle.

Go to " Unit Sales Add or Edit Units".

  • Create a used stock vehicle. See Creating a used unit.
  • On the [Purchase] tab, the first field to fill in is the "Supplier". There is a drop down box shown with an 'A' by default. You can search for the person's details in the supplier database if they already exist or create a new supplier account. See Creating a new customer or supplier.
If you want to use an existing customer's details as the supplier information, use the drop down to choose 'S'. You can then search the customer database instead of the suppliers.
  • Enter the purchase amount, purchase date and any other charges in the relevant fields.
You should run an HPI check or equivalent on any used vehicle that you purchase to check for stolen, written off vehicles or outstanding finance. This will cost money, but could save you a lot of hassle, aggravation and money in the long term.
  • Press <F2> to print a Purchase Invoice.
  • If it is not already filled in, enter the amount you are paying for the vehicle.
If this is a commercial vehicle don't forget to enter the correct payment amount i.e. Nett plus V.A.T.
  • Enter the "Payment Centre" to choose how the customer is to receive payment for the vehicle.
'Z992' for Bank Transfer or 'Z900' for Cash.
  • Press <F2> to print out the invoice.
  • Click [Reprint] to print out a second copy of the invoice or click [Accept] to confirm all the details.
If the vehicle has outstanding finance don't forget to pay the finance company and post the payment made, against the purchase invoice, on your purchase ledger.

See also


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Keywords AND Misspellings
unit, purchase, customer, vehicle, vehicle entry, used, used vehicle, vehicle purchase, invoice, buying, used vehicle purchase, buying used vehicles