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| | == Summary == | | == Summary == |
| − | The following article explains the basics of using the Vehicle Sales Module. For detailed Vehicle Sales advice, please refer to the relevant Knowledge Base sections. | + | The following article explains the basic process flow of using the Vehicle Sales Module. For detailed Vehicle Sales advice, please refer to the relevant Knowledge Base sections. |
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| − | == Add/Edit a Vehicle == | + | == More Information == |
| − | Go into "Vehicle Sales" -> "Add/Edit Vehicles".
| + | The first thing you need to do is to add some vehicles to your system. [[Creating a New Vehicle|This]] article explains how to do this in detail. |
| − | *This will take you to a search screen. Press {{KeyPress|F6}} or click the {{Button|New}} button to create a new vehicle record.
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| − | There are various tabs that need information filling out on:
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| − | === Vehicle ===
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| − | *The first thing you need to do is give the record the next available stock number. Pressing {{KeyPress|F2}} will do this.
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| − | *Select whether the vehicle is new or used using the drop-down arrow.
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| − | *Enter a registration number for the vehicle if known.
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| − | *Enter the model of the vehicle in the model field.
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| − | *Enter the primary colour of the vehicle if the not already filled out.
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| − | *Enter the engine size if known.
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| − | *Enter the chassis number if known.
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| − | === Details ===
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| − | *Enter the registration date if a used vehicle.
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| − | *Enter the build year.
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| − | === Purchase Tab ===
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| − | *Enter a supplier and purchase date for the vehicle.
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| − | *Enter the purchase amount.
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| − | *Enter in the part number you wish to add to the sales order.
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| − | === Sale Tab ===
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| − | *Enter a target price for the vehicle.
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| − | === Features ===
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| − | *Double-Click any of the unallocated items in the unallocated column. This will add them to the features for the vehicle.
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| − | === Web Publishing ===
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| − | Ensure that "Catalyst FindIt" is ticked.
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| − | === Pictures ===
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| − | Add any pictures for the vehicle record.
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| − | Click {{KeyPress|Done}} and {{KeyPress|Accept}} to save the record.
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| − | == Creating a Sales Order ==
| + | Once you have your vehicles on the system, you now need to know how to sell them! [[Selling a Vehicle|This]] article will show you all the steps required to create a sales order, including how to add accessories, part exchange and take a deposit. |
| − | Go into "Vehicle Sales" -> "Vehicle Sales Documents"
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| − | *Press {{KeyPress|F6}} or click the {{Button|New}} button to create a new Sales Order.
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| − | *A the next prompt, click {{KeyPress|Order}} if this is a sales order, or {{KeyPress|Invoice}} if going straight to invoice.
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| − | There are various tabs that need information filling out on:
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| − | === Sale Details ===
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| − | *Enter in a customers account details in the customer field, or [[Creating a New Customer/Supplier|see here]] for details on how to create a new one.
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| − | *Enter in a desired delivery date. This will create a PDI job in the Workshop Module ready for scheduling in the diary.
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| − | *Enter in the vehicle stock number of the vehicle you are creating the order for.
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| − | === Extras & Accessories ===
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| − | *To add parts to the order, click {{KeyPress|Add}} or press {{KeyPress|F6}}.
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| − | {{Note|text=Ensure that the "Type" flag is set accordingly:Workshop or Financial.}}
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| − | === Part Exchange ===
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This article or section is under development.
Be aware: Content will change as the document progresses. |
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Summary
The following article explains the basic process flow of using the Vehicle Sales Module. For detailed Vehicle Sales advice, please refer to the relevant Knowledge Base sections.
More Information
The first thing you need to do is to add some vehicles to your system. This article explains how to do this in detail.
Once you have your vehicles on the system, you now need to know how to sell them! This article will show you all the steps required to create a sales order, including how to add accessories, part exchange and take a deposit.
