Difference between revisions of "How do I transfer a unit to another dealer?"
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== Summary == | == Summary == | ||
| − | This article explains how to transfer a | + | This article explains how to transfer a unit within your dealership sites. |
== More Information == | == More Information == | ||
Go to {{Menu|{{VS}}|Add or Edit Units}}. | Go to {{Menu|{{VS}}|Add or Edit Units}}. | ||
| − | * In the {{DataPrompt|Search on:}} find the | + | * In the {{DataPrompt|Search on:}} find the unit to transfer. You can use unit model, registration number or any other criteria you may know about the unit. |
| − | * Click the {{Button|Search}} button to list | + | * Click the {{Button|Search}} button to list units with that criteria. |
| − | * Click {{Button|Edit}} to select the | + | * Click {{Button|Edit}} to select the unit. |
=== Transfer From Dealer === | === Transfer From Dealer === | ||
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{{Tip|text=If you need to search for a status, press {{KeyPress|C-F1}} then click {{Button|List}}. If the status you wish to use does not exist, click {{Button|Add}}. Enter a 3 character code and a Description. Click {{Button|Done}} and {{Button|Accept}} the new status.}} | {{Tip|text=If you need to search for a status, press {{KeyPress|C-F1}} then click {{Button|List}}. If the status you wish to use does not exist, click {{Button|Add}}. Enter a 3 character code and a Description. Click {{Button|Done}} and {{Button|Accept}} the new status.}} | ||
| − | * Click {{Button|Done}} and {{Button|Accept}} to save the | + | * Click {{Button|Done}} and {{Button|Accept}} to save the unit record. |
=== Arrival at New Dealer === | === Arrival at New Dealer === | ||
Go to {{Menu|{{VS}}|Add or Edit Units}}. | Go to {{Menu|{{VS}}|Add or Edit Units}}. | ||
| − | * In the {{DataPrompt|Search on:}} find the | + | * In the {{DataPrompt|Search on:}} find the unit which has been transferred. You can use unit model, registration number or any other criteria you may know about the unit. |
| − | * Click the {{Button|Search}} button to list | + | * Click the {{Button|Search}} button to list units with that criteria. |
| − | * Click {{Button|Edit}} to select the | + | * Click {{Button|Edit}} to select the unit. |
* 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. | ||
| − | * Click {{Button|Done}} and {{Button|Accept}} to save the | + | * Click {{Button|Done}} and {{Button|Accept}} to save the unit record. |
== Accounts Procedures == | == Accounts Procedures == | ||
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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 | + | * When the unit 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 | + | * When the unit 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. |
If your system is not using the Automatic Cost of Sales facility: | 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 | + | * If you split your accounts by site, you will need to make sure you correct your stock of units. |
** This can be achieved by [[How do I edit an Invoice after it has been posted?|editing]] the site to which the Purchase Invoice has been allocated. | ** This can be achieved by [[How do I edit an Invoice after it has been posted?|editing]] the site to which the Purchase Invoice has been allocated. | ||
| − | ** Alternatively, you can post a journal between the stock of | + | ** Alternatively, you can post a journal between the stock of units at the two sites. |
If you are unsure which method your system is using, please {{SupportContact}}. | If you are unsure which method your system is using, please {{SupportContact}}. | ||
| Line 44: | Line 44: | ||
* [[Unit integration to nominal ledger]] | * [[Unit integration to nominal ledger]] | ||
| − | {{KB_Tags|transfer, change site, move, | + | {{KB_Tags|unit, transfer, change site, move, unit, cost, value, unit stock value, integration, inter, nominal}} |
{{KB_NL}}{{KB_VS}}{{ZN_Accounts}} | {{KB_NL}}{{KB_VS}}{{ZN_Accounts}} | ||
Revision as of 16:18, 16 April 2019
Contents
Summary
This article explains how to transfer a unit within your dealership sites.
More Information
Go to " Unit Sales Add or Edit Units".
- In the "Search on:" find the unit to transfer. You can use unit model, registration number or any other criteria you may know about the unit.
- Click the [Search] button to list units with that criteria.
- Click [Edit] to select the unit.
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 unit record.
Arrival at New Dealer
Go to " Unit Sales Add or Edit Units".
- In the "Search on:" find the unit which has been transferred. You can use unit model, registration number or any other criteria you may know about the unit.
- Click the [Search] button to list units with that criteria.
- Click [Edit] to select the unit.
- Click on the "Status" field and enter 'STO' - In Stock.
- Alter the "Location" if necessary.
- Click [Done] and [Accept] to save the unit record.
Accounts Procedures
If your system is using the Automatic Cost of Sales facility:
- When the unit 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 unit 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 units.
- 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 units 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
