Difference between revisions of "Creating a new unit"

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== Summary ==
 
== Summary ==
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This article explains how to add vehicle stock records to the system.  
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This article explains how to add vehicle stock records for new vehicles to the system.  
 
   
 
   
 
== More Information ==
 
== More Information ==
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The definition of vehicles includes (but is not limited to) motorcycles, cars, caravans, motorhomes, agricultural whole goods, ATVs and trailers. Once the records have been created, they can then either be uploaded to the Catalyst Findit website, linked to third party sites or just be on the database ready to be sold out to a customer.
+
The definition of vehicles includes (but is not limited to) motorcycles, cars, caravans, motorhomes, agricultural whole goods, ATVs and trailers. Once a record has been created, it can then either be uploaded to the Catalyst Findit website, linked to third party sites or just be on the database ready to be sold to a customer.
  
 
Go to {{Menu|{{VS}}|Add or Edit Vehicles}}.
 
Go to {{Menu|{{VS}}|Add or Edit Vehicles}}.
  
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*Press {{KeyPress|F6}} or click {{Button|Add}} to create a new vehicle record.
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* Click {{Button|Add}}.
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*If not automatically assigned, press {{KeyPress|F2}} to get the next available stock code ''(Automatically Generated number)''.
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* If not automatically assigned, press {{KeyPress|F2}} to get the next available stock code.
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*Set the {{DataPrompt|New?}} flag to {{DataValue|Y}}.
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* Set the {{DataPrompt|New?}} flag to {{DataValue|Y}}.
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*If the vehicle is a used vehicle and your system has been set up with [[Can I set vehicle details from the registration number?|HPI lookup]] enter the vehicle Registration number and click {{Button|Look Up}}.
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* Enter the Vehicle Model or press {{KeyPress|C-F1}} to search through existing Model Codes.
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**The system will then contact HPI and fill in all the vehicle information including '''Make, Model, Description, V.I.N., Chassis Number, Engine Number, Engine size and much more...''' The HPI system will automatically create the vehicle models if they do not exist already in the system.
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** Select the Model and click {{Button|Choose}}.
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**''If your system is without HPI, you will need to add this information manually, see below!''
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** The default settings for that model will automatically populate various fields within the vehicle record.
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*Type in the Model of the vehicle. ''If the model exist this will appear, filling in the Make, Model and Description.'' If however the model does not appear you will have to create the model.
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** Select a {{DataPrompt|Colour}} if prompted.
 +
* If the Model does not exist press {{KeyPress|S-F10}}. Follow [[Creating Vehicle models|this]] article for how to add a new code.
 +
* The {{DataPrompt|Location}} will be set to your default location. Only amend this if the vehicle is at a different location e.g. you are creating records for other branches.
 +
* The {{DataPrompt|Status}} will usually default to your {{DataValue|In Stock}} status. This field will usually be altered by the system when the vehicles is reserved for a customer and when sold.
 +
** You may alter the status e.g. to denote the vehicle is a [[How do I Set Up and Sell a Demo Vehicle?|Demonstrator]],  ''Consigned Stock'' etc. See [[How do I Create a Vehicle Status?|this]] article if you need to create a new status.
  
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See [[Creating Vehicle models]].
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Complete the relevant fields on the {{Tab|Vehicle}}, {{Tab|Details}} tab and, if applicable, the {{Tab|Dimensions}} tab.
  
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{{Note|text='''Multiple Status''' - It is possible to create multiple status in Platinum for your vehicles. It is '''Important''' that if you want a status to upload to [http://www.catalyst-findit.com FindIt] you will need to press {{KeyPress|S-F10}} to edit the status click on the {{Tab|Settings}} tab and set the {{DataPrompt|In Stock :}} field to {{DataValue|Yes}}.}}
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=== Purchase ===
 +
The Supplier should automatically be filled in as this comes from the model code, but you will need to enter the purchase amount, date and any other charges in the relevant fields.
 +
* If you need to enter a supplier code press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for their account.
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* Complete as much information as you have.  
  
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{{Note|text=A vehicle location stores the type of vehicle to amend this press {{KeyPress|S-F10}} on the {{DataPrompt|Location}} field. Click on the {{Tab|Settings}} tab enter the most '''common type''' of vehicle at this location in the {{DataPrompt|Vehicle type :}}. On a individual vehicle basis this setting can be overwritten on the main "Vehicle Properties" screen by the {{DataPrompt|Vehicle Type :}}.}}
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{{Note|text=The vehicle price you enter here should always be Nett of V.A.T.}}
  
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=== Purchase ===
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For help on what happens if a true value is entered see [[What Effect Does the True Value Figure Have?]].
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* Click on the {{Tab|Purchase}} Tab.
 
−
* The Supplier should automatically be filled in as this comes from the model code, but you will need to enter the purchase amount, date and any other charges in the relevant fields.
 
  
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{{note|text=The vehicle price you enter here should always be Nett of V.A.T.}}
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=== Sale ===
 +
* Enter a {{DataPrompt|Target Price}} for the vehicle.
 +
** If the vehicle is a ''Commercial'' vehicle this price should be excluding VAT.  
  
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For help on what happens if a true value is entered See [[What Effect Does the True Value Figure Have?]].
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If you are [[How Can I Assure my Vehicles Will Upload to FindIt?|advertising]] vehicles you should enter a Target Price to display.  
  
 +
The majority of the fields on this tab will be completed by the system when the vehicle is sold.
 +
 
=== Features ===
 
=== Features ===
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* Click on the {{Tab|Features}} Tab.
 
 
* Select the Vehicle Type, this will then show only the features that are relevant to that vehicle.
 
* Select the Vehicle Type, this will then show only the features that are relevant to that vehicle.
 
* Double click on any features you wish to add.
 
* Double click on any features you wish to add.
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* Click on {{Tab|Web Publishing}} Tab.
 
* Click on {{Tab|Web Publishing}} Tab.
 
* Click on the {{DataPrompt|Catalyst Findit}} box. To enable the vehicle to be displayed on [http://www.catalyst-findit.com FindIt] Website.
 
* Click on the {{DataPrompt|Catalyst Findit}} box. To enable the vehicle to be displayed on [http://www.catalyst-findit.com FindIt] Website.
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* Click on the any of the other boxes, if you wish for the vehicle to be linked to the corresponding website.
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* If you have requested [[Third Party Websites linked to FindIt|feeds]] to any additional websites, including your own website, the boxes will be available to tick.
 +
* Those that are grayed out have not been enabled for your site. Please {{SalesContact}} if you would like further information.  
  
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{{note|text=Some checkboxes will be 'ticked' automatically depending on the specific details of the vehicle. The [http://www.catalyst-findit.com Catalyst FindIt] checkbox is automatically 'ticked' for all vehicles entered. With this Flag set and in conjunction with the status, the vehicle will be uploaded to [http://www.catalyst-findit.com Catalyst FindIt].}}
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{{Note|text=Some checkboxes will be 'ticked' automatically depending on the specific details of the vehicle. The [http://www.catalyst-findit.com Catalyst FindIt] checkbox is automatically 'ticked' for all vehicles entered. With this Flag set and in conjunction with the status, the vehicle will be uploaded to [http://www.catalyst-findit.com Catalyst FindIt].}}
  
 
=== Media ===
 
=== Media ===
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* Click on the {{Tab|Media}} Tab.
 
  
 
==== Pictures ====
 
==== Pictures ====
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The first picture that you add will be the default picture. You can add multiple pictures to the vehicle record and select any of these  picture to be the default picture which will always be shown against the vehicle.
 
The first picture that you add will be the default picture. You can add multiple pictures to the vehicle record and select any of these  picture to be the default picture which will always be shown against the vehicle.
  
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See [[Getting the Most Out of Your Vehicle Pictures on FindIt]], [[Adding Pictures]].
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See [[Getting the Most Out of Your Vehicle Pictures on FindIt]] and [[Adding Pictures]].
  
 
==== Videos ====
 
==== Videos ====
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* Click on {{Button|Add Video}} to select the type of Service hosting the video i.e. YouTube or Facebook.
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To link a video to a vehicle see [[Adding Videos|this]] article. Please note videos must be hosted on YouTube or Facebook.
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* Enter the appropriate URL into the {{DataPrompt|Link}} field.
 
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* You cannot specify a default video but you can specify whether a video is to be published i.e. available for upload to a website.
 
  
 
Press {{KeyPress|Escape}} and {{Button|Accept}} to save the vehicle record.
 
Press {{KeyPress|Escape}} and {{Button|Accept}} to save the vehicle record.
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* [[Creating a New Vehicle by Copying an Existing Vehicle]]
 
* [[Creating a New Vehicle by Copying an Existing Vehicle]]
 
* [[Creating Vehicle models]]
 
* [[Creating Vehicle models]]
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* [[Adding Pictures]]
 
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* [[What Effect Does the True Value Figure Have?]]
 
 
* [[How do I See a List of New\Used Vehicles in Stock?]]
 
* [[How do I See a List of New\Used Vehicles in Stock?]]
  

Revision as of 09:45, 21 September 2017

Summary

This article explains how to add vehicle stock records for new vehicles to the system.

More Information

The definition of vehicles includes (but is not limited to) motorcycles, cars, caravans, motorhomes, agricultural whole goods, ATVs and trailers. Once a record has been created, it can then either be uploaded to the Catalyst Findit website, linked to third party sites or just be on the database ready to be sold to a customer.

Go to " Unit Sales Add or Edit Vehicles".

  • Click [Add].
  • If not automatically assigned, press <F2> to get the next available stock code.
  • Set the "New?" flag to 'Y'.
  • Enter the Vehicle Model or press <Ctrl+F1> to search through existing Model Codes.
    • Select the Model and click [Choose].
    • The default settings for that model will automatically populate various fields within the vehicle record.
    • Select a "Colour" if prompted.
  • If the Model does not exist press <Shift+F10>. Follow this article for how to add a new code.
  • The "Location" will be set to your default location. Only amend this if the vehicle is at a different location e.g. you are creating records for other branches.
  • The "Status" will usually default to your 'In Stock' status. This field will usually be altered by the system when the vehicles is reserved for a customer and when sold.
    • You may alter the status e.g. to denote the vehicle is a Demonstrator, Consigned Stock etc. See this article if you need to create a new status.

Complete the relevant fields on the [Vehicle], [Details] tab and, if applicable, the [Dimensions] tab.

Purchase

The Supplier should automatically be filled in as this comes from the model code, but you will need to enter the purchase amount, date and any other charges in the relevant fields.

  • If you need to enter a supplier code press <Ctrl+F1> to search for their account.
  • Complete as much information as you have.
The vehicle price you enter here should always be Nett of V.A.T.

For help on what happens if a true value is entered see What Effect Does the True Value Figure Have?.

Sale

  • Enter a "Target Price" for the vehicle.
    • If the vehicle is a Commercial vehicle this price should be excluding VAT.

If you are advertising vehicles you should enter a Target Price to display.

The majority of the fields on this tab will be completed by the system when the vehicle is sold.

Features

  • Select the Vehicle Type, this will then show only the features that are relevant to that vehicle.
  • Double click on any features you wish to add.

See Adding New Vehicle Features.

Web Publishing

This tab records where this vehicle is to be listed on the web.

  • Click on [Web Publishing] Tab.
  • Click on the "Catalyst Findit" box. To enable the vehicle to be displayed on FindIt Website.
  • If you have requested feeds to any additional websites, including your own website, the boxes will be available to tick.
  • Those that are grayed out have not been enabled for your site. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page if you would like further information.
Some checkboxes will be 'ticked' automatically depending on the specific details of the vehicle. The Catalyst FindIt checkbox is automatically 'ticked' for all vehicles entered. With this Flag set and in conjunction with the status, the vehicle will be uploaded to Catalyst FindIt.

Media

Pictures

  • Click on [Add Image] to select the location of the stored pictures for the vehicle that you are currently adding into Platinum.

The first picture that you add will be the default picture. You can add multiple pictures to the vehicle record and select any of these picture to be the default picture which will always be shown against the vehicle.

See Getting the Most Out of Your Vehicle Pictures on FindIt and Adding Pictures.

Videos

To link a video to a vehicle see this article. Please note videos must be hosted on YouTube or Facebook.

Press <Esc> and [Accept] to save the vehicle record.

See also


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Keywords AND Misspellings
findit, vehicle, entry, vehicles, features, pictures, Bike, Bikes, Car, Cars, Van, Vans, Motorhome, Motorhomes, Motor, Home, Homes, Caravan, Caravans, Motorcycle, Motorcycles, Wholegoods, Whole, Goods, Trailers, ATV, Lookup,video, youtube, facebook, picture, image, url
Tags

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