Difference between revisions of "How do I create a unit status?"
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== Summary == | == Summary == | ||
| − | This article explains how to create a new | + | This article explains how to create a new unit status. |
| − | == More | + | == More Information == |
| − | Go to {{ | + | {{Units}} |
| − | * Click {{Button|Add}} or press {{KeyPress|F6}} to create a new status. | + | Go to {{PlatinumModuleSettings|{{VS}}|Add or Edit Unit Statuses}}. |
| − | * In the {{DataPrompt| | + | * Click {{Button|Add}} or press {{KeyPress|F6}} to create a new status. |
| − | * In the {{DataPrompt|Description}} field, enter a suitable description for this status. | + | * In the {{DataPrompt|Unit status}} field, enter the new status code. This can be anything up to 3 characters long. |
| + | * In the {{DataPrompt|Description}} field, enter a suitable description for this status. | ||
* To set the text colour for this status, tick the box next to {{DataPrompt|Text}} and use the drop down to choose a suitable colour. | * To set the text colour for this status, tick the box next to {{DataPrompt|Text}} and use the drop down to choose a suitable colour. | ||
* To set the background colour for this status, tick the box next to {{DataPrompt|Background}} and use the drop down to choose a suitable colour. | * To set the background colour for this status, tick the box next to {{DataPrompt|Background}} and use the drop down to choose a suitable colour. | ||
| − | * If you want | + | * If you want units with this status to be included in your upload to the web, click the {{Tab|Settings}} tab and set {{DataPrompt|Upload details}} to {{DataValue|Yes}}. |
| − | * If | + | * If units with this status are to be considered {{DataValue|In Stock}} and should be included in your unit stock value, set {{DataPrompt|In Stock}} to {{DataValue|Yes}}. |
| − | * Click {{Button|Done}} and {{Button|Accept}} to save the new status. | + | * Click {{Button|Done}} and {{Button|Accept}} to save the new status. |
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I set up a courtesy\loan unit?]] |
| − | * [[Selling a | + | * [[Selling a unit]] |
| − | * [[Creating a | + | * [[Creating a used unit]] |
| − | * [[Creating a | + | * [[Creating a new unit]] |
| − | + | * [[Getting the most out of your unit pictures on Catalyst FindIt]] | |
| − | * [[Getting the | + | |
| + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, create, status, new, statuses}} | ||
| + | {{How}}{{KB_VS}} | ||
| − | |||
| − | |||
{{KB_Ref|VS01}} | {{KB_Ref|VS01}} | ||
Latest revision as of 13:59, 25 March 2022
Summary
This article explains how to create a new unit status.
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. |
Go to " Reports & Settings Maintenance Options System Administrator Module Settings Unit Sales Add or Edit Unit Statuses".
- Click [Add] or press <F6> to create a new status.
- In the "Unit status" field, enter the new status code. This can be anything up to 3 characters long.
- In the "Description" field, enter a suitable description for this status.
- To set the text colour for this status, tick the box next to "Text" and use the drop down to choose a suitable colour.
- To set the background colour for this status, tick the box next to "Background" and use the drop down to choose a suitable colour.
- If you want units with this status to be included in your upload to the web, click the [Settings] tab and set "Upload details" to 'Yes'.
- If units with this status are to be considered 'In Stock' and should be included in your unit stock value, set "In Stock" to 'Yes'.
- Click [Done] and [Accept] to save the new status.
See also
- How do I set up a courtesy\loan unit?
- Selling a unit
- Creating a used unit
- Creating a new unit
- Getting the most out of your unit pictures on Catalyst FindIt
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