Difference between revisions of "Creating a used unit"
Tim Laundon (talk | contribs) (New page: {{Review}} == Summary == The ability to add vehicle stock to the system and to then either upload it to the findit website, link to the dealer edit system or just have on the database rea...) |
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== Summary == | == Summary == | ||
− | + | This article explains how to add vehicle stock to the system and then either to upload it to the Findit website, link to the Dealer Edit system or have on the database ready to be sold out to a customer. | |
== Additional Information == | == Additional Information == | ||
− | Go to | + | Go to {{Menu|{{VS}}|Add or Edit Vehicles}}. |
*Press {{KeyPress|F6}} to create a new vehicle record. | *Press {{KeyPress|F6}} to create a new vehicle record. | ||
*Press {{KeyPress|F2}} to get the next available stock code ''(Automatically Generated number)''. | *Press {{KeyPress|F2}} to get the next available stock code ''(Automatically Generated number)''. | ||
*Set the {{DataPrompt|New?}} flag to {{DataValue|N}}. | *Set the {{DataPrompt|New?}} flag to {{DataValue|N}}. | ||
− | *If 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}}. | + | *If 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}}. |
**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. | **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. | ||
**''If your system is without HPI, you will need to add this information manually, see below!'' | **''If your system is without HPI, you will need to add this information manually, see below!'' | ||
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See [[Creating Vehicle models]]. | See [[Creating Vehicle models]]. | ||
− | {{Note|title=Multiple Status|text=It is possible to create multiple status in Platinum for your vehicles. It is ''' | + | {{Note|title=Multiple Status|text=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|Parameters}} tab, and set the {{DataPrompt|In Stock :}} field to {{DataValue|Yes}}.}} |
− | {{Note|text= | + | {{Note|text=You can tell the system what specific type of vehicle is normally stored at a Location. To change or update this, press {{KeyPress|S-F10}} on the {{DataPrompt|Location}} field. Click on the {{Tab|Parameters}} tab, and enter the most common type of vehicle at this location in the {{DataPrompt|Vehicle type :}}. On an individual vehicle, you can change the {{DataPrompt|Vehicle Type :}} if it is not the usual one for this site.}} |
=== Purchase === | === Purchase === | ||
− | * Click on {{Tab|Purchase}} Tab. | + | * Click on the {{Tab|Purchase}} Tab. |
− | * Enter the purchase amount, date and any other | + | * Enter the supplier, purchase amount, date and any other details in the relevant fields. |
+ | * The purchase amount for new vehicles should be excluding V.A.T. For used vehicles that are not V.A.T. qualifying, this should be the amount that you have given the seller for the vehicle. | ||
+ | * | ||
+ | ** You can use the full HPI data check here if you have an HPI account and are linked up to it via Platinum. | ||
=== Features === | === Features === |
Revision as of 09:35, 9 August 2010
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how to add vehicle stock to the system and then either to upload it to the Findit website, link to the Dealer Edit system or have on the database ready to be sold out to a customer.
Additional Information
Go to " Unit Sales Add or Edit Vehicles".
- Press <F6> to create a new vehicle record.
- Press <F2> to get the next available stock code (Automatically Generated 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].
- 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.
- If your system is without HPI, 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 and Description. If however the model does not appear you will have to create the model.
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 FindIt you will need to press <Shift+F10> to edit the status, click on the [Parameters] 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 [Parameters] 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. |
Purchase
- Click on the [Purchase] Tab.
- Enter the supplier, purchase amount, date and any other details in the relevant fields.
- The purchase amount for new vehicles should be excluding V.A.T. For used vehicles that are not V.A.T. qualifying, this should be the amount that you have given the seller for the vehicle.
-
- You can use the full HPI data check here if you have an HPI account and are linked up to it via Platinum.
Features
- Click on [Features] Tab.
- 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.
- 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.
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.
Pictures
- Click on [Pictures] Tab.
- Click on [Add] 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, Adding Pictures.
Press <Esc> and [Accept] to save the vehicle record.
See also
- Creating a New Vehicle by Copying an Existing Vehicle
- Creating Vehicle models
- Adding New Vehicle Features
- Getting the Most Out of Your Vehicle Pictures on FindIt
- Adding Pictures