Difference between revisions of "How do I credit a unit?"
From Catalyst
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* At {{DataPrompt|Vehicle Code :}}, enter the {{DataValue|Stock Number}} of the vehicle that you wish to credit. | * At {{DataPrompt|Vehicle Code :}}, enter the {{DataValue|Stock Number}} of the vehicle that you wish to credit. | ||
* Press {{KeyPress|Enter}}. | * Press {{KeyPress|Enter}}. | ||
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* The system will automatically fill in the {{DataValue|Description}} from the vehicle stock details. | * The system will automatically fill in the {{DataValue|Description}} from the vehicle stock details. | ||
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* The system will automatically fill in the original {{DataValue|Sale Date}}. | * The system will automatically fill in the original {{DataValue|Sale Date}}. | ||
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* At {{DataPrompt|Do you want to credit this vehicle?}}, check that it is the correct vehicle and then click {{Button|Yes}}. | * At {{DataPrompt|Do you want to credit this vehicle?}}, check that it is the correct vehicle and then click {{Button|Yes}}. | ||
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* A Vehicle Credit Note will now be printed. | * A Vehicle Credit Note will now be printed. | ||
* At {{DataPrompt|Do you want to Accept, Ignore or Re-print the document?}}, check the print-out and confirm that it is correct. | * At {{DataPrompt|Do you want to Accept, Ignore or Re-print the document?}}, check the print-out and confirm that it is correct. | ||
* If it is all OK, click the {{Button|Accept}} button. | * If it is all OK, click the {{Button|Accept}} button. | ||
| − | + | * If you have the an attached till you will see {{DataPrompt|Do you want to log this payment into the till?}}, and you should click {{Button|Yes}}. | |
| − | * If you see {{DataPrompt|Do you want to log this payment into the till?}}, click {{Button|Yes}}. | ||
* You should see the message: {{DataPrompt|"All invoice postings have been reversed."}}. | * You should see the message: {{DataPrompt|"All invoice postings have been reversed."}}. | ||
* Click {{Button|OK}}. | * Click {{Button|OK}}. | ||
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=== Accounting Details === | === Accounting Details === | ||
| − | Now that you know the vehicle details have been reversed, check the customer's account and make sure that they have been credited. | + | Now that you know the vehicle details have been reversed, you may wish to check the customer's account and make sure that they have been credited. |
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| + | Go to {{Menu|{{SL}}|Customer History}}. | ||
* Type the customer's account code and press {{KeyPress|Enter}}. | * Type the customer's account code and press {{KeyPress|Enter}}. | ||
* Press {{KeyPress|Enter}} again to display their history. Check for the credit note against the original invoice. This credit posting will correspond to the print-out you have in hand. | * Press {{KeyPress|Enter}} again to display their history. Check for the credit note against the original invoice. This credit posting will correspond to the print-out you have in hand. | ||
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== See also == | == See also == | ||
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* [[How do I refund a vehicle deposit?]] | * [[How do I refund a vehicle deposit?]] | ||
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| − | {{KB_Tags|Credit, Crediting, Vehicle, Vehicles, Sale, Invoice, Reverse, sell, sales, Bike, Bikes, Car, Cars, Van, Vans, Motorhome, Motorhomes, Motor, Home, Homes, Caravan, Caravans, Motorcycle, Motorcycles}} | + | {{FAQ}}{{KB_Tags|Credit, Crediting, Vehicle, Vehicles, Sale, Invoice, Reverse, sell, sales, Bike, Bikes, Car, Cars, Van, Vans, Motorhome, Motorhomes, Motor, Home, Homes, Caravan, Caravans, Motorcycle, Motorcycles}} |
| − | {{KB_VS | + | {{KB_VS}} |
{{KB_Ref|VS84,VS88,VS20}} | {{KB_Ref|VS84,VS88,VS20}} | ||
Revision as of 09:12, 25 February 2014
Contents
Summary
This article explains how to raise a credit note for a vehicle.
More Information
Go to " Unit Sales Vehicle Credits".
- At "Vehicle Code :", enter the 'Stock Number' of the vehicle that you wish to credit.
- Press <Enter>.
- The system will automatically fill in the 'Description' from the vehicle stock details.
- The system will automatically fill in the original 'Sale Date'.
- At "Do you want to credit this vehicle?", check that it is the correct vehicle and then click [Yes].
- A Vehicle Credit Note will now be printed.
- At "Do you want to Accept, Ignore or Re-print the document?", check the print-out and confirm that it is correct.
- If it is all OK, click the [Accept] button.
- If you have the an attached till you will see "Do you want to log this payment into the till?", and you should click [Yes].
- You should see the message: ""All invoice postings have been reversed."".
- Click [OK].
 | Make sure to double check the vehicle you are crediting is the one you actually want to credit. Invoicing it again can be a chore! |
Checking the Vehicle Credit
Vehicle Details
The system will reverse all transactions and clear out the Sales details on the Vehicle, but it is always a good idea to check the details of the vehicle that has been credited.
 | The vehicle status will be 'In Stock', and the "Sales" tab information will have been blanked out. |
Accounting Details
Now that you know the vehicle details have been reversed, you may wish to check the customer's account and make sure that they have been credited.
Go to " Sales Ledger Customer History".
- Type the customer's account code and press <Enter>.
- Press <Enter> again to display their history. Check for the credit note against the original invoice. This credit posting will correspond to the print-out you have in hand.
- If there is a part exchange involved, you should check that this has been dealt with according to whether you have kept it in stock or returned it to the customer.
See also
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Tags
VS84,VS88,VS20
