How do I create a unit status?

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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Keywords AND Misspellings

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Tags

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