How do I purchase a unit from a customer?

From Catalyst
Revision as of 16:58, 25 July 2013 by Richard Green (talk | contribs)
Jump to: navigation, search

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 supplier 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 Centre" to choose how the customer is to receive payment for the vehicle.
E.G.: 'Z900' for Cash Payments
  • 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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
purchase, customer, vehicle, vehicle entry, used, used vehicle, vehicle purchase, invoice, buying, used vehicle purchase, buying used vehicles, used vehicle