Difference between revisions of "How do I get a unit valuation?"
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(New page: {{Review}} == Summary == When processing a sale for a vehicle it may be necessary to take a deposit. The following article explains the best way to do this. == More Information == {{Menu...) |
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== Summary == | == Summary == | ||
| − | + | This article explains how to get a current valuation of your unit stock. | |
== More Information == | == More Information == | ||
| − | {{Menu| | + | {{Units}} |
| − | * | + | Go to {{Menu|{{VS}}|Unit Reports|Reports}}. |
| − | *Set {{DataPrompt|New | + | *Choose {{Button|Adjust Report Range}}. |
| − | *Set {{DataPrompt|Statuses Included}} to {{DataValue|STO}} | + | *Set {{DataPrompt|New Unit?}} to {{DataValue|Y}} for New Units only, {{DataValue|N}} for Used Units only or leave this blank for All Units. |
| − | *Press | + | *Set {{DataPrompt|Statuses Included}} to your "In Stock" status (usually {{DataValue|STO}}). |
| − | * | + | *Press {{KeyPress|ESC}}. |
| + | *Choose {{Button|Valuation Report}}. | ||
This will show a report with the following columns: | This will show a report with the following columns: | ||
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</pre> | </pre> | ||
| − | {{ | + | {{Tip|text=This report will default to showing you the result on-screen. If you require a print, click the {{Button|Toggle Output}} button on the Report Selection screen.}} |
| + | |||
| + | === Valuation at a Date === | ||
| + | {{Note|text=Click [[How do I get a valuation of unit stock?#Valuation at a Date|here]] to produce a Valuation at a specific date.}} | ||
== See also == | == See also == | ||
| − | *[[How do I | + | * [[How do I get a list of unit purchases?]] |
| + | * [[How do I exclude units from my stock valuation?]] | ||
| + | * [[How do I get a valuation of unit stock?]] | ||
| − | {{KB_Tags|vehicle, value}} | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, value, valuation, current}} |
| − | {{ | + | {{How}}{{KB_VS}}{{ZN_Admin}} |
Latest revision as of 05:25, 30 August 2019
Summary
This article explains how to get a current valuation of your unit stock.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Go to " Unit Sales Unit Reports Reports".
- Choose [Adjust Report Range].
- Set "New Unit?" to 'Y' for New Units only, 'N' for Used Units only or leave this blank for All Units.
- Set "Statuses Included" to your "In Stock" status (usually 'STO').
- Press <Esc>.
- Choose [Valuation Report].
This will show a report with the following columns:
Stk. No. Description New Colour Loc Stat Value
 | This report will default to showing you the result on-screen. If you require a print, click the [Toggle Output] button on the Report Selection screen. |
Valuation at a Date
| Click here to produce a Valuation at a specific date. |
See also
- How do I get a list of unit purchases?
- How do I exclude units from my stock valuation?
- How do I get a valuation of unit stock?
