Difference between revisions of "How do I get a unit valuation?"
From Catalyst
(Bulk update) |
(Bulk update) |
||
(7 intermediate revisions by 4 users not shown) | |||
Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
− | This article explains how to get a current valuation of your | + | This article explains how to get a current valuation of your unit stock. |
== More Information == | == More Information == | ||
− | Go to {{Menu | + | {{Units}} |
+ | Go to {{Menu|{{VS}}|Unit Reports|Reports}}. | ||
*Choose {{Button|Adjust Report Range}}. | *Choose {{Button|Adjust Report Range}}. | ||
− | *Set {{DataPrompt|New | + | *Set {{DataPrompt|New Unit?}} to {{DataValue|Y}} for New Units only, {{DataValue|N}} for Used Units only or leave this blank for All Units. |
*Set {{DataPrompt|Statuses Included}} to your "In Stock" status (usually {{DataValue|STO}}). | *Set {{DataPrompt|Statuses Included}} to your "In Stock" status (usually {{DataValue|STO}}). | ||
*Press {{KeyPress|ESC}}. | *Press {{KeyPress|ESC}}. | ||
Line 17: | Line 18: | ||
{{Tip|text=This report will default to showing you the result on-screen. If you require a print, click the {{Button|Toggle Output}} button on the Report Selection screen.}} | {{Tip|text=This report will default to showing you the result on-screen. If you require a print, click the {{Button|Toggle Output}} button on the Report Selection screen.}} | ||
− | {{Note|text=Click [[How do I get a valuation of unit stock?|here]] to produce a Valuation at a specific date.}} | + | === Valuation at a Date === |
+ | {{Note|text=Click [[How do I get a valuation of unit stock?#Valuation at a Date|here]] to produce a Valuation at a specific date.}} | ||
== See also == | == See also == | ||
Line 24: | Line 26: | ||
* [[How do I get a valuation of unit stock?]] | * [[How do I get a valuation of unit stock?]] | ||
− | {{KB_Tags|vehicle, value, valuation, current}} | + | {{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, value, valuation, current}} |
− | {{KB_VS}}{{ZN_Admin}} | + | {{How}}{{KB_VS}}{{ZN_Admin}} |
Latest revision as of 05:25, 30 August 2019
Summary
This article explains how to get a current valuation of your unit stock.
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 " Unit Sales Unit Reports Reports".
- Choose [Adjust Report Range].
- Set "New Unit?" to 'Y' for New Units only, 'N' for Used Units only or leave this blank for All Units.
- Set "Statuses Included" to your "In Stock" status (usually 'STO').
- Press <Esc>.
- Choose [Valuation Report].
This will show a report with the following columns:
Stk. No. Description New Colour Loc Stat Value
This report will default to showing you the result on-screen. If you require a print, click the [Toggle Output] button on the Report Selection screen. |
Valuation at a Date
Click here to produce a Valuation at a specific date. |
See also
- How do I get a list of unit purchases?
- How do I exclude units from my stock valuation?
- How do I get a valuation of unit stock?