Difference between revisions of "How do I purchase a unit from a customer?"
From Catalyst
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{{Review}} | {{Review}} | ||
== Summary == | == Summary == | ||
| − | This article explains how to purchase a vehicle | + | This article explains how to purchase a vehicle which is not a part exchange. |
== More Information == | == 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 {{Menu|{{VS}}|Add or Edit Vehicles}}. | Go to {{Menu|{{VS}}|Add or Edit Vehicles}}. | ||
| − | |||
*Create a used stock vehicle. See [[Creating a Used Vehicle]]. | *Create a used stock vehicle. See [[Creating a Used Vehicle]]. | ||
| − | *On the {{Button|Purchase}} tab, search for the | + | *On the {{Button|Purchase}} tab, the first field to fill in is the {{DataPrompt|Supplier}}. There is a drop down box shown with an {{DataValue|A}} by default. You can search for the person's details in the supplier database if they already exist or create a new account. See [[Creating a New Customer/Supplier]]. |
| + | {{Note|title=Note|text=If you want to use an existing customer's details as the supplier information, use the drop down to choose {{DataValue|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. | *Enter the purchase amount, purchase date and any other charges in the relevant fields. | ||
{{Note|title=Note|text=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.}} | {{Note|title=Note|text=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.}} | ||
Revision as of 09:45, 11 July 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 Vehicles".
- Create a used stock vehicle. See Creating a Used Vehicle.
- 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 account. See Creating a New Customer/Supplier.
 | Note: 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.
| Note: 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.
- Enter the payment Nominal Centre to choose how the customer is to receive payment for the vehicle.
- 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.
See also
