Creating a used unit

Summary

This article explains how to add used vehicle stock 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 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.

Go to " Unit Sales Add or Edit Units".

• Press <F6> to create a vehicle record.
• Press <F2> to get the next available stock number.
• Set the "New?" flag to 'N'.
• If your system has been set up with HPI lookup, enter the vehicle Registration number and click [Look Up].

• HPI Lookup

• • The system will then contact HPI and fill in the vehicle information including Make, Model, Description, V.I.N., Chassis Number, Engine Number, Engine size. The HPI system will automatically create the vehicle models if they do not exist already in the system. Please note that this is not a full HPI check - it simply fills in the basic vehicle information for you as noted above. HPI make a small charge for this service.
  • If the lookup finds a matching model already on your system, that model will be used, or you may be prompted to create a new model. You can elect to update an existing model with details from HPI, provided you are sure this existing model code represents the same manufacturer model.
  • If you do not have the HPI link, you will need to add this information manually, see below.
• Type in the Model of the vehicle. If the model exists this will appear, filling in the Make, Model, Description and other information from the Model Code. If however the model does not appear you will have to create the model.

See Creating unit models.

Multiple Statuses - It is possible to create multiple statuses in Platinum for your vehicles. It is important that if you want a status to upload to FindIt you will need to press <Shift+F10> to edit the status, click on the [Settings] tab, and set the "In Stock :" field to 'Yes'.

You can tell the system what specific type of vehicle is normally stored at a Location. To change or update this, press <Shift+F10> on the "Location" field. Click on the [Settings] tab, and enter the most common type of vehicle at this location in the "Vehicle type :". On an individual vehicle, you can change the "Vehicle Type :" if it is not the usual one for this site.

Details

• Click the [Details] tab.
• At "Reg. Date", enter the date of first registration of the vehicle.
• Enter any other information that you might consider necessary, such as "Key number" and "Prev. Owners".

Purchase

• Click the [Purchase] Tab.
• Enter the supplier, date, purchase amount, and any other details in the relevant fields.
• You may need to create the supplier if you have not purchased a vehicle from them previously and this is not a part exchange vehicle.
• The purchase amount should be entered as follows:
  • For used vehicles that are not V.A.T. qualifying, this should be the amount that you have given the seller for the vehicle.
  • For vehicles that are V.A.T. qualifying but not commercial,you should enter the Nett figure for the vehicle, and the system will calculate and add the V.A.T. on top of this figure.
  • For vehicles that are commercial, you should enter the Nett figure for the vehicle, and the system will calculate and add the V.A.T. on top of this figure.
• Enter a finance balance if there is one.
  • You can use the full HPI data check here if you have an HPI account and are linked up to it via Platinum. This will show if the vehicle has been written off or subject to any lien or finance of which the seller has not made you aware. HPI make a charge for this service.

To produce a Purchase Invoice for a Used Vehicle click here.

Features

• Click the [Features] Tab.
• Select the relevant Vehicle Type from the left hand column, which will then show only the features that are relevant to that type of vehicle.
• Select any features you wish to add.

See Adding new unit features.

Web Publishing

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

• Click the [Web Publishing] Tab.
• Ensure that the "Catalyst Findit" box is ticked to enable the vehicle to be displayed on the FindIt Website.
• Click on the any of the other boxes if you wish for the vehicle to be linked to the corresponding website.

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

• Click on the [Media] Tab.

Pictures

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

Other types of file including documents etc. can also be added.

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 unit pictures on FindIt, Adding pictures.

Videos

• Click on [Add Video] to select the type of Service hosting the video i.e. YouTube or Facebook.
• Enter the appropriate URL into the "Link" field.
• 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 <Esc> and [Accept] to save the vehicle record.

See also

• Creating unit models
• Creating a new unit
• Selling a unit
• What are the unit stock numbers starting at 90000000?
• How do I see a list of new\used units in stock?
• How can I upload units to my website?
• How do I print a unit data sheet?
• How do I purchase a vehicle from a customer?

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Keywords AND Misspellings

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Tags

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