Difference between revisions of "Getting started - Unit Sales"
From Catalyst
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== Summary == | == Summary == | ||
The following article explains how to get started with Vehicle Sales. | The following article explains how to get started with Vehicle Sales. | ||
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Once you have your vehicles on the system, you now need to know how to sell them! | Once you have your vehicles on the system, you now need to know how to sell them! | ||
| − | See [[Selling a Vehicle|Selling a Vehicle]] for the steps required to create a sales order, including how to add accessories, part exchanges and take a deposit. This article also explains how to invoice a vehicle. | + | *See [[Selling a Vehicle|Selling a Vehicle]] for the steps required to create a sales order, including how to add accessories, part exchanges and take a deposit. This article also explains how to invoice a vehicle. |
=== Reports === | === Reports === | ||
| − | + | *See [[How do I get a Valuation of Vehicle Stock?|this]] report to get a valuation of your vehicle stock. | |
| − | + | *See the Sales Dept DOC report to get the sales, cost and profit on vehicles and associated accessories. | |
=== Crediting a Vehicle === | === Crediting a Vehicle === | ||
| − | + | *See [[How do I Credit a Vehicle?]] for details on how to credit a vehicle. | |
| − | See [[How do I Credit a Vehicle?]] for details on how to credit a vehicle. | ||
=== Regular Tasks === | === Regular Tasks === | ||
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For regular tasks that should be done, see [[Recommended Vehicle Sales Routines|this]] article. | For regular tasks that should be done, see [[Recommended Vehicle Sales Routines|this]] article. | ||
{{GStart}} | {{GStart}} | ||
Revision as of 14:29, 21 October 2010
Contents
Summary
The following article explains how to get started with Vehicle Sales.
More Information
Creating Vehicles
The first thing you need to do is to create your vehicle stock, both new and used.
- See Creating a New Vehicle for new vehicles.
- See Creating a Used Vehicle for used vehicles.
Finance Companies
See How do I Create a New Finance Company? for information on how to add Finance Company details.
Selling Vehicles
Once you have your vehicles on the system, you now need to know how to sell them!
- See Selling a Vehicle for the steps required to create a sales order, including how to add accessories, part exchanges and take a deposit. This article also explains how to invoice a vehicle.
Reports
- See this report to get a valuation of your vehicle stock.
- See the Sales Dept DOC report to get the sales, cost and profit on vehicles and associated accessories.
Crediting a Vehicle
- See How do I Credit a Vehicle? for details on how to credit a vehicle.
Regular Tasks
For regular tasks that should be done, see this article.
