Difference between revisions of "Creating a new unit"

From Catalyst
Jump to: navigation, search
m
(Bulk update)
 
(77 intermediate revisions by 9 users not shown)
Line 1: Line 1:
 
== Summary ==
 
== Summary ==
−
The ability to add vehicle stock to the system to then either upload to the findit website, link to the dealer edit system or just have on the database ready to be sold out to a customer.
+
This article explains how to add stock records for new units to the system.
  
−
== Additional Information ==
+
== More Information ==
−
Go to "Vehicle Sales" -> "Add or Edit Vehicles".
+
{{Units}}
 +
The definition of units includes (but is not limited to) motorcycles, cars, caravans, motorhomes, agricultural whole goods, ATVs and trailers. Once a record has been created, it can then either be uploaded to the Catalyst Findit website, linked to third party sites or just be on the database ready to be sold to a customer.
  
−
*Press {{KeyPress|F2}} to get the next available stock code ''(Automatically Generated number)''.
+
Go to {{Menu|{{VS}}|Add or Edit Units}}.
−
*Set the {{DataPrompt|New?}} flag to {{DataValue|Y}}.
 
−
*If your system has been set up with [[Can I set vehicle details from the registration number?|HPI lookup]] enter the vehicle Registration number and click {{Button|Look Up}}.
 
−
**The system will then contact HPI and fill in all the vehicle information including '''Make, Model, Description, V.I.N., Chassis Number, Engine Number, Engine size and much more...''' The HPI system will automatically create the vehicle models if they do not exist already in the system.
 
−
**''If your system is without HPI, you will need to add this information manually, see below!''
 
−
*Type in the Model of the vehicle. ''If the model exist this will appear, filling in the Make, Model and Description.'' If however the model does not appear you will have to create the model.
 
  
−
See [[Creating Vehicle models]].
+
* Click {{Button|Add}}.
 +
* If not automatically assigned, press {{KeyPress|F2}} to get the next available stock code.
 +
* Set the {{DataPrompt|New?}} flag to {{DataValue|Y}}.
 +
* Enter the unit {{DataPrompt|Model}} or press {{KeyPress|C-F1}} to search through existing Model Codes.
 +
* If the Model does not exist, press {{KeyPress|S-F10}}. Follow [[Creating unit models|this]] article for how to add a new code.
 +
 
 +
** Select the Model and click {{Button|Choose}}.
 +
** The default settings for that model will automatically populate various fields within the unit record.
 +
** Select a {{DataPrompt|Colour}} if prompted.
 +
* The {{DataPrompt|Location}} will be set to your default location. Only amend this if the unit is at a different location, e.g. you are creating records for other branches.
 +
* The {{DataPrompt|Status}} will usually default to your {{DataValue|In Stock}} status. This field will usually be altered by the system when the unit is reserved for a customer and when sold.
 +
** You may alter the {{DataPrompt|status}}, e.g. to denote the unit is a [[How do I set up and sell a demo unit?|Demonstrator]],  {{DataValue|Consigned Stock}} etc. See [[How do I create a unit status?|this]] article if you need to create a new status.
 +
 
 +
Complete the relevant fields on the {{Tab|Unit}}, {{Tab|Details}} tab and, if applicable, the {{Tab|Dimensions}} tab.
  
 
=== Purchase ===
 
=== Purchase ===
−
* Click on the '''Purchase''' Tab.
+
The Supplier should automatically be filled in as this can come from the model code, but you will need to enter the {{DataPrompt|purchase amount}}, {{DataPrompt|date}} and any other charges in the relevant fields.
−
* The Supplier will automatically be filled in, but you will need to enter the purchase amount, date and any other charges in the relevant fields.
+
* If you need to enter a supplier code, press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for their account.
 +
* Complete as much information as you have. If you wish to generate a Unit Purchase Order please see [[How do I produce a purchase order for a unit?|this]] article.
 +
 
 +
{{Note|text=The unit price you enter here should always be Nett of V.A.T.}}
 +
 
 +
{{Information|text=For units with an {{DataPrompt|In Stock}} status: If your system is using the Automatic Cost of Sales facility, the value you enter in the {{DataPrompt|Purchase Amount}} field will prompt the system to Debit your New Unit Stock Nominal Code (usually {{DataValue|70001}}) and Credit your Unit Accruals Nominal Code (Usually {{DataValue|Z940}}).
 +
 
 +
Please Note: This posting will happen on your user date ''not'' the purchase date specified on the unit.
 +
 
 +
When you [[Posting purchase invoices|post]] your purchase invoice to the {{PL}}, this same nett value should be posted to your [[How do I create a sales or purchase centre?|purchase centre]] which is linked to your Unit Accruals Nominal Code (usually centre 200).}}
 +
 
 +
{{Tip|text=For help on what happens if a true value is entered see [[What effect does the true value figure have?]].}}
 +
 
 +
It is important a unit has the correct cost price when it is sold. See [[What are the implications of selling a unit at zero cost?|this]] article for more information.
 +
 
 +
=== Sale ===
 +
* Enter a {{DataPrompt|Target Price}} for the unit.
 +
** If the units a ''Commercial'' unit, this price should be excluding VAT.
 +
 
 +
If you are [[How can I assure my units will upload to Catalyst FindIt?|advertising]] units you should enter a Target Price to display.
 +
 
 +
The majority of the fields on this tab will be completed by the system when the unit is sold.
  
 
=== Features ===
 
=== Features ===
−
* Click on '''Features''' Tab.
+
* Select the Unit Type, this will then show only the features that are relevant to that unit.
−
* Select the Vehicle Type, this will then show only the features that are relevant to that vehicle.
 
 
* Double click on any features you wish to add.
 
* Double click on any features you wish to add.
  
−
See [[Adding New Vehicle Features]].
+
See [[Adding new unit features]].
  
 
=== Web Publishing ===
 
=== Web Publishing ===
−
This tab records where this vehicle is to be listed on the web.
+
This tab records where this unit is to be listed on the web.
−
* Click on '''Web Publishing''' Tab.
+
* Click on {{Tab|Web Publishing}} tab.
−
* Click on the {{DataPrompt|Catalyst Findit}} box. To enable the vehicle to be displayed on [http://www.catalyst-findit.com FindIt] Website.
+
* Click on the {{DataPrompt|Catalyst Findit}} box to have the unit displayed on [http://www.catalyst-findit.com FindIt] Website.
−
* Click on the any of the other boxes, if you wish for the vehicle to be linked to the corresponding website.
+
* If you have requested [[Third party websites linked to Catalyst FindIt|feeds]] to any additional websites, including your own website, the boxes will be available to tick.
 +
* Those that are grayed out have not been enabled for your site. Please {{SalesContact}} if you would like further information.
 +
 
 +
{{Note|text=Some checkboxes will be 'ticked' automatically depending on the specific details of the unit. The [http://www.catalyst-findit.com Catalyst FindIt] checkbox is automatically 'ticked' for all units entered. With this flag set and in conjunction with the status, the unit will be uploaded to [http://www.catalyst-findit.com Catalyst FindIt].}}
 +
 
 +
=== Media ===
 +
 
 +
==== Pictures ====
 +
* Click on {{Button|Add File}} and choose {{Menu|Image Files}} to select the location of the stored pictures for the unit that you are currently adding into Platinum.
 +
 
 +
Other types of file including documents etc. can also be added.
  
−
{{note|text=The [http://www.catalyst-findit.com Catalyst FindIt] checkbox is automatically 'ticked' for all vehicles entered.}}
+
The first picture that you add will be the default picture. You can add multiple pictures to the unit record and select any of these  pictures to be the default picture which will always be shown against the unit.
  
−
=== Pictures ===
+
See [[Getting the most out of your unit pictures on Catalyst FindIt]] and [[Adding pictures]].
−
* Click on '''Pictures''' Tab.
 
−
* Click on {{Button|Add}} to select the location of the stored pictures for the vehicle that you are currently adding into Platinum. The first picture that you add will be the default picture, you can add multiple pictures to the vehicle record, and select any of these  picture to be the default picture which will always be shown against the vehicle.
 
  
−
See [[Getting the Most Out of Your Vehicle Pictures on FindIt]], [[Adding Pictures]].
+
==== Videos ====
 +
To link a video to a unit see [[Adding videos|this]] article. Please note videos must be hosted on YouTube or Facebook.
  
−
Press {{KeyPress|Escape}} and {{Button|Accept}} to save the vehicle record.
+
Press {{KeyPress|ESC}} and {{Button|Accept}} to save the unit record.
  
 
== See also ==
 
== See also ==
−
*[[Creating a New Vehicle by Copying an Existing Vehicle]]
+
* [[Creating a used unit]]
−
*[[Creating Vehicle models]]
+
* [[Selling a unit]]
−
*[[Adding new Vehicle Features]]
+
* [[Creating a new unit by copying an existing unit]]
−
*[[Getting the Most Out of Your Vehicle Pictures on FindIt]]
+
* [[Creating unit models]]
 +
* [[How do I see a list of new\used units in stock?]]
 +
* [[How do I deal with fitted options on units?]]
 +
* [[How do I produce a purchase order for a unit?]]
 +
 
 +
{{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, findit, entry, features, pictures, bikes, cars, vans, motorhomes, motor, home, homes, caravans, motorcycles, wholegoods, whole, goods, trailers, lookup, video, youtube, facebook, picture, image, url, create new}}
 +
{{Guide}}{{Hint}}{{KB_VS}}
  
−
{{KB_Tags|findit, vehicle entry, vehicle features, vehicle pictures}}{{KB_VS}}
+
{{KB_Ref|VS01}}

Latest revision as of 13:55, 8 July 2024

Summary

This article explains how to add stock records for new units to the system.

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.

The definition of units includes (but is not limited to) motorcycles, cars, caravans, motorhomes, agricultural whole goods, ATVs and trailers. Once a record has been created, it can then either be uploaded to the Catalyst Findit website, linked to third party sites or just be on the database ready to be sold to a customer.

Go to " Unit Sales Add or Edit Units".

  • Click [Add].
  • If not automatically assigned, press <F2> to get the next available stock code.
  • Set the "New?" flag to 'Y'.
  • Enter the unit "Model" or press <Ctrl+F1> to search through existing Model Codes.
  • If the Model does not exist, press <Shift+F10>. Follow this article for how to add a new code.
    • Select the Model and click [Choose].
    • The default settings for that model will automatically populate various fields within the unit record.
    • Select a "Colour" if prompted.
  • The "Location" will be set to your default location. Only amend this if the unit is at a different location, e.g. you are creating records for other branches.
  • The "Status" will usually default to your 'In Stock' status. This field will usually be altered by the system when the unit is reserved for a customer and when sold.
    • You may alter the "status", e.g. to denote the unit is a Demonstrator, 'Consigned Stock' etc. See this article if you need to create a new status.

Complete the relevant fields on the [Unit], [Details] tab and, if applicable, the [Dimensions] tab.

Purchase

The Supplier should automatically be filled in as this can come from the model code, but you will need to enter the "purchase amount", "date" and any other charges in the relevant fields.

  • If you need to enter a supplier code, press <Ctrl+F1> to search for their account.
  • Complete as much information as you have. If you wish to generate a Unit Purchase Order please see this article.
The unit price you enter here should always be Nett of V.A.T.
For units with an "In Stock" status: If your system is using the Automatic Cost of Sales facility, the value you enter in the "Purchase Amount" field will prompt the system to Debit your New Unit Stock Nominal Code (usually '70001') and Credit your Unit Accruals Nominal Code (Usually 'Z940').

Please Note: This posting will happen on your user date not the purchase date specified on the unit.

When you post your purchase invoice to the Purchase Ledger, this same nett value should be posted to your purchase centre which is linked to your Unit Accruals Nominal Code (usually centre 200).
For help on what happens if a true value is entered see What effect does the true value figure have?.

It is important a unit has the correct cost price when it is sold. See this article for more information.

Sale

  • Enter a "Target Price" for the unit.
    • If the units a Commercial unit, this price should be excluding VAT.

If you are advertising units you should enter a Target Price to display.

The majority of the fields on this tab will be completed by the system when the unit is sold.

Features

  • Select the Unit Type, this will then show only the features that are relevant to that unit.
  • Double click on any features you wish to add.

See Adding new unit features.

Web Publishing

This tab records where this unit is to be listed on the web.

  • Click on [Web Publishing] tab.
  • Click on the "Catalyst Findit" box to have the unit displayed on FindIt Website.
  • If you have requested feeds to any additional websites, including your own website, the boxes will be available to tick.
  • Those that are grayed out have not been enabled for your site. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page if you would like further information.
Some checkboxes will be 'ticked' automatically depending on the specific details of the unit. The Catalyst FindIt checkbox is automatically 'ticked' for all units entered. With this flag set and in conjunction with the status, the unit will be uploaded to Catalyst FindIt.

Media

Pictures

  • Click on [Add File] and choose " Image Files" to select the location of the stored pictures for the unit that you are currently adding into Platinum.

Other types of file including documents etc. can also be added.

The first picture that you add will be the default picture. You can add multiple pictures to the unit record and select any of these pictures to be the default picture which will always be shown against the unit.

See Getting the most out of your unit pictures on Catalyst FindIt and Adding pictures.

Videos

To link a video to a unit see this article. Please note videos must be hosted on YouTube or Facebook.

Press <Esc> and [Accept] to save the unit record.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
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, findit, entry, features, pictures, bikes, cars, vans, motorhomes, motor, home, homes, caravans, motorcycles, wholegoods, whole, goods, trailers, lookup, video, youtube, facebook, picture, image, url, create new
Tags

VS01

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Creating_a_new_unit&oldid=44290"