Difference between revisions of "Getting started - Unit Sales"

From Catalyst
Jump to: navigation, search
(See Also)
(See Also)
Line 36: Line 36:
 
* [[Creating a New Vehicle]]  
 
* [[Creating a New Vehicle]]  
 
* [[Creating a Used Vehicle]]  
 
* [[Creating a Used Vehicle]]  
* [[How do I Create a New Finance Company?]
+
* [[How do I Create a New Finance Company?]]
 
* [[Selling a Vehicle]]
 
* [[Selling a Vehicle]]
 
* [[How do I get a Valuation of Vehicle Stock?]]
 
* [[How do I get a Valuation of Vehicle Stock?]]

Revision as of 10:53, 31 July 2013

Summary

The following article explains how to get started with Unit Sales.

More Information

Creating Vehicles

The first thing you need to do is to create your vehicle stock, both new and used.

Finance Companies

See How do I Create a New Finance Company? for information on how to add Finance Company details.

Selling Vehicles

Once you have your vehicles on the system, you now need to know how to sell them!

  • See Selling a Vehicle for the steps required to create a sales order, including how to add accessories, part exchanges and take a deposit. This article also explains how to invoice a vehicle.

Reports

  • See this report to get a valuation of your vehicle stock.
  • See the Sales Dept DOC report to get the sales, cost and profit on vehicles and associated accessories.

Crediting a Vehicle

Regular Tasks

For regular tasks that should be done, see this article.

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
Get, Start, Getting, Started, Getting Started, Vehicle, Sales, Vehicle sales