Difference between revisions of "How do I purchase a unit from a customer?"
From Catalyst
(New page: {{Review}} == Summary == This article explains how to purchase a vehicle from a customer within the Platinum system. == Additional Information == Go to "Vehicle Sales" -> "Add or Edit Ve...) |
m |
||
| Line 1: | Line 1: | ||
| − | |||
== Summary == | == Summary == | ||
This article explains how to purchase a vehicle from a customer within the Platinum system. | This article explains how to purchase a vehicle from a customer within the Platinum system. | ||
| Line 6: | Line 5: | ||
Go to "Vehicle Sales" -> "Add or Edit Vehicles". | Go to "Vehicle Sales" -> "Add or Edit Vehicles". | ||
| − | *Create a new stock vehicle. See [[Creating a New Vehicle]] | + | *Create a new stock vehicle. See [[Creating a New Vehicle]]. |
| − | *On the {{Button|Purchase}} search for the customer's account under the supplier database if one already exists or create a new account. See [[Creating a New Customer/Supplier]] | + | *On the {{Button|Purchase}} search for the customer's account under the supplier database if one already exists or create a new account. See [[Creating a New Customer/Supplier]]. |
*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. | ||
*Press {{KeyPress|F2}} to print a Purchase Invoice. | *Press {{KeyPress|F2}} to print a Purchase Invoice. | ||
| Line 14: | Line 13: | ||
*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. | ||
| − | {{KB_Tags|purchase, customer, vehicle entry}}{{KB_VS}} | + | == See also == |
| + | * [[Creating a New Vehicle]] | ||
| + | * [[Creating a New Customer/Supplier]] | ||
| + | |||
| + | {{FAQ}}{{KB_Tags|purchase, customer, vehicle entry}}{{KB_VS}} | ||
Revision as of 09:40, 25 March 2009
Summary
This article explains how to purchase a vehicle from a customer within the Platinum system.
Additional Information
Go to "Vehicle Sales" -> "Add or Edit Vehicles".
- Create a new stock vehicle. See Creating a New Vehicle.
- On the [Purchase] search for the customer's account under the supplier database if one already exists or create a new account. See Creating a New Customer/Supplier.
- Enter the purchase amount, purchase date and any other charges in the relevant fields.
- 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
