Difference between revisions of "Setting the default location for units"
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== Summary == | == Summary == | ||
| − | This article explains how to set the default location for stock units. | + | This article explains how to set the default location for stock units. |
{{Tip|text=These settings will usually be configured as part of a system installation. You are advised to {{SupportContact}} if you have any queries relating to amending the settings described below.}} | {{Tip|text=These settings will usually be configured as part of a system installation. You are advised to {{SupportContact}} if you have any queries relating to amending the settings described below.}} | ||
| Line 6: | Line 6: | ||
== More Information == | == More Information == | ||
{{Units}} | {{Units}} | ||
| − | It is advisable to set a default location for your unit stock. This can be set for both New and Used stock and for additional sites. | + | It is advisable to set a default location for your unit stock. This can be set for both New and Used stock and for additional sites. |
Locations allow you to track your unit stock in their physical locations, to advertise them for sale and to ensure your sales and cost of sales post to the desired Profit & Loss centres. | Locations allow you to track your unit stock in their physical locations, to advertise them for sale and to ensure your sales and cost of sales post to the desired Profit & Loss centres. | ||
| − | If no default locations have been set then the user will be prompted to enter the location information at the time of creating a unit. Alternatively a user may overwrite the location at the time of creating the unit e.g. if creating units for multiple sites. | + | If no default locations have been set then the user will be prompted to enter the location information at the time of creating a unit. Alternatively a user may overwrite the location at the time of creating the unit e.g. if creating units for multiple sites. |
There are three levels of default; the site default, the user default and the system default. | There are three levels of default; the site default, the user default and the system default. | ||
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Go to {{SiteSettings}}. | Go to {{SiteSettings}}. | ||
* Select the site whose default you want to change. | * Select the site whose default you want to change. | ||
| − | * Select {{Tab|Unit Sales}} and enter the default location for {{DataPrompt|New}} and {{DataPrompt|Used}} units. | + | * Select {{Tab|Unit Sales}} and enter the default location for {{DataPrompt|New}} and {{DataPrompt|Used}} units. |
| − | * To select an existing location click the drop down and choose from the list. | + | * To select an existing location click the drop down and choose from the list. |
** To add a new location click {{Button|Add}}. | ** To add a new location click {{Button|Add}}. | ||
| − | ** Enter a {{DataPrompt|Code}} e.g. {{DataValue|YAR}}. | + | ** Enter a {{DataPrompt|Code}} e.g. {{DataValue|YAR}}. |
** Enter a {{DataPrompt|Description}} e.g. {{DataValue|Yard}}. | ** Enter a {{DataPrompt|Description}} e.g. {{DataValue|Yard}}. | ||
{{Warning|text=If you have multiple sites it is important to specify the Site this location is at and it must equal the site you are linking it to OR you may leave it blank to allow the logged in user to control the site. You may not link to a different site code to that which you are setting the defaults for.}} | {{Warning|text=If you have multiple sites it is important to specify the Site this location is at and it must equal the site you are linking it to OR you may leave it blank to allow the logged in user to control the site. You may not link to a different site code to that which you are setting the defaults for.}} | ||
** On the {{Tab|Site}} tab specify the current site code or leave this field blank. | ** On the {{Tab|Site}} tab specify the current site code or leave this field blank. | ||
| − | ** Select the default unit type for the location. | + | ** Select the default unit type for the location. |
** Click {{Button|Done}} and {{Button|Accept}} the new location. | ** Click {{Button|Done}} and {{Button|Accept}} the new location. | ||
* Click {{Button|Done}} and {{Button|Accept}} the Site settings. | * Click {{Button|Done}} and {{Button|Accept}} the Site settings. | ||
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* Select {{Button|Edit}}. | * Select {{Button|Edit}}. | ||
* Navigate to the {{Tab|Unit Sales}} tab. | * Navigate to the {{Tab|Unit Sales}} tab. | ||
| − | * Enter the default location for {{DataPrompt|New}} and {{DataPrompt|Used}} units. | + | * Enter the default location for {{DataPrompt|New}} and {{DataPrompt|Used}} units. |
| − | * To select an existing location click the drop down and choose from the list. | + | * To select an existing location click the drop down and choose from the list. |
** To add a new location click {{Button|Add}}. | ** To add a new location click {{Button|Add}}. | ||
| − | ** Enter a {{DataPrompt|Code}} e.g. {{DataValue|YAR}}. | + | ** Enter a {{DataPrompt|Code}} e.g. {{DataValue|YAR}}. |
** Enter a {{DataPrompt|Description}} e.g. {{DataValue|Yard}}. | ** Enter a {{DataPrompt|Description}} e.g. {{DataValue|Yard}}. | ||
{{Warning|text=If you have multiple sites it is important to specify the Site this location is at OR you may leave it blank to allow the logged in user to control the site.}} | {{Warning|text=If you have multiple sites it is important to specify the Site this location is at OR you may leave it blank to allow the logged in user to control the site.}} | ||
** On the {{Tab|Site}} tab specify the current site code or leave this field blank. | ** On the {{Tab|Site}} tab specify the current site code or leave this field blank. | ||
| − | ** Select the default unit type for the location. | + | ** Select the default unit type for the location. |
** Click {{Button|Done}} and {{Button|Accept}} the new location. | ** Click {{Button|Done}} and {{Button|Accept}} the new location. | ||
* Click {{Button|Done}} and {{Button|Accept}} the User settings. | * Click {{Button|Done}} and {{Button|Accept}} the User settings. | ||
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* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
| − | == | + | == FAQs == |
* Q. '''Can I delete a location?''' | * Q. '''Can I delete a location?''' | ||
| − | * A. It is not advisable to delete a location as units linked to that location will in effect be orphaned. | + | * A. It is not advisable to delete a location as units linked to that location will in effect be orphaned. |
* Q. '''How do I ensure Units in my new location are available to my web developer?''' | * Q. '''How do I ensure Units in my new location are available to my web developer?''' | ||
| − | * A. Please contact our Support team to request your new location is added to your web feeds. They will require the location code and the address, phone number and contact information for the new site. | + | * A. Please contact our Support team to request your new location is added to your web feeds. They will require the location code and the address, phone number and contact information for the new site. |
* Q. '''I have been directed to amend the site but the field is locked down. How do I change it?''' | * Q. '''I have been directed to amend the site but the field is locked down. How do I change it?''' | ||
| − | * A. When a system is on an Automatic Cost of Sale basis, the site code has an impact on nominal postings. To amend the site on a location you will need to temporarily turn off the Auto COS system. It is very important this is only done when all other users are logged out of Platinum. You will need to change the {{DataPrompt|Update cost of sales}} setting, within the {{DataPrompt|Unit Sales}} section of {{PlatinumSettings}}, to No. Having exited and accepted the changes you should immediately make the change to the site code on the relevant location. You should return to the {{PlatinumSettings}} and again amend the Auto COS setting to change it back to Yes. If you need any assistance with this process please {{SupportContact}}. | + | * A. When a system is on an Automatic Cost of Sale basis, the site code has an impact on nominal postings. To amend the site on a location you will need to temporarily turn off the Auto COS system. It is '''very important''' this is only done when all other users are logged out of Platinum. You will need to change the {{DataPrompt|Update cost of sales}} setting, within the {{DataPrompt|Unit Sales}} section of {{PlatinumSettings}}, to No. Having exited and accepted the changes you should immediately make the change to the site code on the relevant location. You should return to the {{PlatinumSettings}} and again amend the Auto COS setting to change it back to Yes. If you need any assistance with this process please {{SupportContact}}. |
== See also == | == See also == | ||
Latest revision as of 13:58, 8 July 2024
Contents
Summary
This article explains how to set the default location for stock units.
 | These settings will usually be configured as part of a system installation. You are advised to Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page if you have any queries relating to amending the settings described below. |
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. |
It is advisable to set a default location for your unit stock. This can be set for both New and Used stock and for additional sites.
Locations allow you to track your unit stock in their physical locations, to advertise them for sale and to ensure your sales and cost of sales post to the desired Profit & Loss centres.
If no default locations have been set then the user will be prompted to enter the location information at the time of creating a unit. Alternatively a user may overwrite the location at the time of creating the unit e.g. if creating units for multiple sites.
There are three levels of default; the site default, the user default and the system default.
- The site default is the highest of these and will overwrite the other default unit locations.
- The user level default will overwrite the system level default but not the site default.
- If the site default is spaces then the user default will be used.
- If the user default is spaces and the site default is spaces then the system default will be used.
- If you have one site, then the system default should be sufficient.
- If you have more than one site, you should ensure you set the site default per location.
- Only very rarely would you need to set a default for a specific user.
Site Default
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Sites".
- Select the site whose default you want to change.
- Select [Unit Sales] and enter the default location for "New" and "Used" units.
- To select an existing location click the drop down and choose from the list.
- To add a new location click [Add].
- Enter a "Code" e.g. 'YAR'.
- Enter a "Description" e.g. 'Yard'.
 | If you have multiple sites it is important to specify the Site this location is at and it must equal the site you are linking it to OR you may leave it blank to allow the logged in user to control the site. You may not link to a different site code to that which you are setting the defaults for. |
- On the [Site] tab specify the current site code or leave this field blank.
- Select the default unit type for the location.
- Click [Done] and [Accept] the new location.
- Click [Done] and [Accept] the Site settings.
User Default
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Enter the name of the user you want and select [Search].
- Select [Edit].
- Navigate to the [Unit Sales] tab.
- Enter the default location for "New" and "Used" units.
- To select an existing location click the drop down and choose from the list.
- To add a new location click [Add].
- Enter a "Code" e.g. 'YAR'.
- Enter a "Description" e.g. 'Yard'.
| If you have multiple sites it is important to specify the Site this location is at OR you may leave it blank to allow the logged in user to control the site. |
- On the [Site] tab specify the current site code or leave this field blank.
- Select the default unit type for the location.
- Click [Done] and [Accept] the new location.
- Click [Done] and [Accept] the User settings.
- Click <Close> to exit.
System Default
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings"
- At "Search" enter 'Location' and click [Search].
- Locate the "Unit Sales" section.
- At "Default new unit location" click the drop down to select the default location to use for new units at the primary site.
- Click [Done] and [Accept].
- At "Default used unit location" click the drop down to select the default location to use for used units at the primary site.
- Click [Done] and [Accept].
- Click [Done] and [Accept].
FAQs
- Q. Can I delete a location?
- A. It is not advisable to delete a location as units linked to that location will in effect be orphaned.
- Q. How do I ensure Units in my new location are available to my web developer?
- A. Please contact our Support team to request your new location is added to your web feeds. They will require the location code and the address, phone number and contact information for the new site.
- Q. I have been directed to amend the site but the field is locked down. How do I change it?
- A. When a system is on an Automatic Cost of Sale basis, the site code has an impact on nominal postings. To amend the site on a location you will need to temporarily turn off the Auto COS system. It is very important this is only done when all other users are logged out of Platinum. You will need to change the "Update cost of sales" setting, within the "Unit Sales" section of " Reports & Settings Maintenance Options System Administrator Platinum Settings", to No. Having exited and accepted the changes you should immediately make the change to the site code on the relevant location. You should return to the " Reports & Settings Maintenance Options System Administrator Platinum Settings" and again amend the Auto COS setting to change it back to Yes. If you need any assistance with this process please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.
See also
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