Difference between revisions of "How do I transfer a unit to another dealer?"
From Catalyst
m (Les Ward moved page How do I Transfer a Vehicle to Another Dealer? to How do I transfer a unit to another dealer?: Lower case (except for Platinum menu options)) |
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== More Information == | == More Information == | ||
| − | Go to {{Menu|{{VS}}|Add or Edit Vehicles}}. | + | Go to {{Menu|{{VS}}|Add or Edit Vehicles}}. |
* In the {{DataPrompt|Search on:}} find the vehicle to transfer. You can use vehicle model, registration number or any other criteria you may know about the vehicle. | * In the {{DataPrompt|Search on:}} find the vehicle to transfer. You can use vehicle model, registration number or any other criteria you may know about the vehicle. | ||
| − | * Click the {{Button|Search}} button to list vehicles with that criteria. | + | * Click the {{Button|Search}} button to list vehicles with that criteria. |
* Click {{Button|Edit}} to select the vehicle. | * Click {{Button|Edit}} to select the vehicle. | ||
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=== Arrival at New Dealer === | === Arrival at New Dealer === | ||
| − | Go to {{Menu|{{VS}}|Add or Edit Vehicles}}. | + | Go to {{Menu|{{VS}}|Add or Edit Vehicles}}. |
* In the {{DataPrompt|Search on:}} find the vehicle which has been transferred. You can use vehicle model, registration number or any other criteria you may know about the vehicle. | * In the {{DataPrompt|Search on:}} find the vehicle which has been transferred. You can use vehicle model, registration number or any other criteria you may know about the vehicle. | ||
| − | * Click the {{Button|Search}} button to list vehicles with that criteria. | + | * Click the {{Button|Search}} button to list vehicles with that criteria. |
* Click {{Button|Edit}} to select the vehicle. | * Click {{Button|Edit}} to select the vehicle. | ||
| − | * Click on the {{DataPrompt|Status}} field and enter {{DataValue|STO}} - In Stock. | + | * Click on the {{DataPrompt|Status}} field and enter {{DataValue|STO}} - In Stock. |
* Alter the {{DataPrompt|Location}} if necessary. | * Alter the {{DataPrompt|Location}} if necessary. | ||
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If your system is using the Automatic Cost of Sales facility: | If your system is using the Automatic Cost of Sales facility: | ||
| − | * When the vehicle status changes from an In Stock status, e.g. {{DataValue|STO}}, to a status which is not set to be an In Stock status, e.g. {{DataValue|TRA}}, the system will post a journal to Credit Vehicle Stock Value and Debit Vehicle Accruals. | + | * When the vehicle status changes from an In Stock status, e.g. {{DataValue|STO}}, to a status which is not set to be an In Stock status, e.g. {{DataValue|TRA}}, the system will post a journal to Credit Vehicle Stock Value and Debit Vehicle Accruals. |
* When the vehicle arrives at the second dealer and the status is changed back to {{DataValue|STO}}, the system posts a journal to Debit Vehicle Stock Value and Credit Vehicle Accruals. This ensures the stock value moves to the correct site. | * When the vehicle arrives at the second dealer and the status is changed back to {{DataValue|STO}}, the system posts a journal to Debit Vehicle Stock Value and Credit Vehicle Accruals. This ensures the stock value moves to the correct site. | ||
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* [[Vehicle Integration to Nominal Ledger]] | * [[Vehicle Integration to Nominal Ledger]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|transfer, change site, move, vehicle, cost, value, vehicle stock value, integration, inter, nominal}} |
| − | {{ | + | {{KB_NL}}{{KB_VS}}{{ZN_Accounts}} |
Revision as of 06:33, 22 December 2018
Contents
Summary
This article explains how to transfer a vehicle within your dealership sites.
More Information
Go to " Unit Sales Add or Edit Vehicles".
- In the "Search on:" find the vehicle to transfer. You can use vehicle model, registration number or any other criteria you may know about the vehicle.
- Click the [Search] button to list vehicles with that criteria.
- Click [Edit] to select the vehicle.
Transfer From Dealer
- Click on the "Status" field and find the appropriate status e.g. 'TRA' - Transferred.
 | If you need to search for a status, press <Ctrl+F1> then click [List]. If the status you wish to use does not exist, click [Add]. Enter a 3 character code and a Description. Click [Done] and [Accept] the new status. |
- Click [Done] and [Accept] to save the vehicle record.
Arrival at New Dealer
Go to " Unit Sales Add or Edit Vehicles".
- In the "Search on:" find the vehicle which has been transferred. You can use vehicle model, registration number or any other criteria you may know about the vehicle.
- Click the [Search] button to list vehicles with that criteria.
- Click [Edit] to select the vehicle.
- Click on the "Status" field and enter 'STO' - In Stock.
- Alter the "Location" if necessary.
- Click [Done] and [Accept] to save the vehicle record.
Accounts Procedures
If your system is using the Automatic Cost of Sales facility:
- When the vehicle status changes from an In Stock status, e.g. 'STO', to a status which is not set to be an In Stock status, e.g. 'TRA', the system will post a journal to Credit Vehicle Stock Value and Debit Vehicle Accruals.
- When the vehicle arrives at the second dealer and the status is changed back to 'STO', the system posts a journal to Debit Vehicle Stock Value and Credit Vehicle Accruals. This ensures the stock value moves to the correct site.
If your system is not using the Automatic Cost of Sales facility:
- If you split your accounts by site, you will need to make sure you correct your stock of vehicles.
- This can be achieved by editing the site to which the Purchase Invoice has been allocated.
- Alternatively, you can post a journal between the stock of vehicles at the two sites.
If you are unsure which method your system is using, please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.
See also
