Difference between revisions of "Recommended unit sales routines"
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| − | + | == Summary == | |
| + | This article explains some of the "best practices" you can follow throughout using Platinum software to give the best results in your Unit Sales system. | ||
| − | == | + | == More Information == |
| + | Within any business, there are a number of routine daily, weekly and monthly tasks that need to be carried out in order for the business to operate smoothly and efficiently, and to enable any errors to be picked up at an early stage. The following article sets out the preferred routines for the unit sales department. | ||
| − | === | + | === Daily Routines === |
| − | |||
| − | === | + | ==== Maintain Unit Stock ==== |
| − | + | Enter onto the system any new stock that arrives using the designated process, i.e. book in from despatch notes or an invoice. Use the same type of document every time, and make sure that the stock number allocated in Platinum is written on the piece of paper. Pass this to accounts when complete. The account department should post the invoice onto the purchase ledger. | |
| − | == | + | ==== Create Sales Orders ==== |
| + | If a customer wants to buy a unit, make sure that a sales order is created on the same day. This means that deposits in particular are entered onto the system at the correct time, which is vital for the daily takings. | ||
| − | === | + | === Weekly Routines === |
| − | |||
| − | === Follow Up === | + | ==== Stock Take ==== |
| + | *Carry out a stock take. Print a unit stock report and review to make sure that the stock in Platinum is accurate. | ||
| + | |||
| + | ==== Follow Up ==== | ||
Use your preferred method to extract customers contact information to: | Use your preferred method to extract customers contact information to: | ||
*Follow up sales made in the previous week to check that all is well. | *Follow up sales made in the previous week to check that all is well. | ||
| Line 20: | Line 24: | ||
*Get in touch with people who bought 12, 24, 36 months ago and check all is well. | *Get in touch with people who bought 12, 24, 36 months ago and check all is well. | ||
| − | == Monthly Routines == | + | === Monthly Routines === |
| − | === General Housekeeping === | + | ==== General Housekeeping ==== |
| − | Review outstanding sales orders and check that they are all still current. | + | Review outstanding sales orders and check that they are all still current. |
| − | Run a stock list and check for | + | Run a stock list and check for units paid for or that have been in stock for too long. |
| − | == See | + | == See also == |
| − | * [[Getting | + | * [[Getting started - Unit Sales]] |
| − | * [[Getting | + | * [[Getting started - Workshop]] |
| − | * [[Creating a | + | * [[Creating a used unit]] |
| − | * [[Creating a | + | * [[Creating a new unit]] |
| − | * [[How do I | + | * [[How do I see a list of new\used units in stock?]] |
* [[Catalyst FindIt]] | * [[Catalyst FindIt]] | ||
| − | |||
| − | {{KB_Tags| | + | {{KB_Tags|vehicle, sales, bike, motorbike, motorcycle, car, caravan, processing, procedures, recommended}} |
| − | {{ | + | {{Best_Practice}}{{Guide}}{{KB_VS}} |
Latest revision as of 11:29, 17 April 2019
Contents
Summary
This article explains some of the "best practices" you can follow throughout using Platinum software to give the best results in your Unit Sales system.
More Information
Within any business, there are a number of routine daily, weekly and monthly tasks that need to be carried out in order for the business to operate smoothly and efficiently, and to enable any errors to be picked up at an early stage. The following article sets out the preferred routines for the unit sales department.
Daily Routines
Maintain Unit Stock
Enter onto the system any new stock that arrives using the designated process, i.e. book in from despatch notes or an invoice. Use the same type of document every time, and make sure that the stock number allocated in Platinum is written on the piece of paper. Pass this to accounts when complete. The account department should post the invoice onto the purchase ledger.
Create Sales Orders
If a customer wants to buy a unit, make sure that a sales order is created on the same day. This means that deposits in particular are entered onto the system at the correct time, which is vital for the daily takings.
Weekly Routines
Stock Take
- Carry out a stock take. Print a unit stock report and review to make sure that the stock in Platinum is accurate.
Follow Up
Use your preferred method to extract customers contact information to:
- Follow up sales made in the previous week to check that all is well.
- Follow up sales enquiries.
- Get in touch with people who bought 12, 24, 36 months ago and check all is well.
Monthly Routines
General Housekeeping
Review outstanding sales orders and check that they are all still current. Run a stock list and check for units paid for or that have been in stock for too long.
See also
- Getting started - Unit Sales
- Getting started - Workshop
- Creating a used unit
- Creating a new unit
- How do I see a list of new\used units in stock?
- Catalyst FindIt
