Difference between revisions of "Unit expenses explained"

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(New page: {{Incomplete}} == Summary == The following article explains how Platinum deals with vehicle expenses. == More Information == This article will guide you through the expense steps and the...)
 
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This article will guide you through the expense steps and they show within Platinum.
 
This article will guide you through the expense steps and they show within Platinum.
  
* First of all, see [[Selling a Vehicle]] for details on how to create a vehicle sales order, and follow down as far as the end of [[Selling a Vehicle#Revising an Order|Revising an order]]
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* First of all, assuming that you've followed [[Selling a Vehicle]] for details on how to create a vehicle sales order, adding extras and accessories where necessary, printed and accepted a sales order, this is how the expenses will currently stand.
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* Any items added during the sales ordering process will show as an expected expense when you press {{KeyPress|F7}} on a vehicle record.
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* Once the workshop [[How do I Deal with Vehicle Preparation/PDI?|PDI]] job has been invoiced out for the vehicle, any parts that were invoiced out on the job will now no-longer be flagged as an expected cost on the vehicle, but as an actual cost.  Any labour booked to fit any accessories will appear as an actual expense against the vehicle.
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Revision as of 13:29, 20 July 2011

Summary

The following article explains how Platinum deals with vehicle expenses.

More Information

This article will guide you through the expense steps and they show within Platinum.

  • First of all, assuming that you've followed Selling a Vehicle for details on how to create a vehicle sales order, adding extras and accessories where necessary, printed and accepted a sales order, this is how the expenses will currently stand.
  • Any items added during the sales ordering process will show as an expected expense when you press <F7> on a vehicle record.
  • Once the workshop PDI job has been invoiced out for the vehicle, any parts that were invoiced out on the job will now no-longer be flagged as an expected cost on the vehicle, but as an actual cost. Any labour booked to fit any accessories will appear as an actual expense against the vehicle.