Difference between revisions of "Unit expenses explained"
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== More Information == | == More Information == | ||
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| − | * First of all, | + | * First of all, follow [[Selling a Vehicle]] for details on how to create a vehicle sales order, add extras and accessories where necessary, and then print and accept the order. |
| − | * | + | * Items added to the sales order will show as an Expected Expense against the vehicle. This shows what the sales department expect to pay for the items that the customer has purchased with the vehicle. |
| − | * | + | * These items added to the sales order will be flagged as Workshop, Stock or Financial items. |
| + | ** Workshop items will be passed across to the estimate side of the workshop job created for the PDI or preparation of the sale vehicle. | ||
| + | ** Stock items will be dropped onto Sales Ordering for the parts department to check and order if necessary. | ||
| + | ** Financial items (Road Fund Licence, First Reg Fee etc) should be tied up by either accounts or vehicle admin when the money is spent to purchase these items. | ||
| + | |||
| + | * When the workshop [[How do I Deal with Vehicle Preparation/PDI?|PDI]] job is invoiced, the parts that were transferred from the vehicle sales order will post an Actual cost that the system will match against the Expected item. Labour to fit these items should appear as an actual expense against the accessories, not the vehicle, so this should be shown as a separate item or items. | ||
| + | {{Note|Title=Note|text=Items transferred from the vehicle sales order are matched up by part number. It is therefore '''vital''' that any incorrect items brought across are not deleted from the workshop job and the right item entered. You must inform the sales department that the items are wrong, and they must correct the vehicle sales order, and reprint it. This will feed the corrections back to the workshop job, and they can be processed there. This will prevent items sold to the customer being shown as Accessory expenses, and the corrected item being shown as a PDI/Prep expense against the vehicle as well.}} | ||
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| + | * Items required to PDI or prepare the bike should be added to this job in the usual way, and these will be shown as expenses against the vehicle, not against the Accessories sold with the vehicle. | ||
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{{Guide}}{{KB_Tags|Expense, Invoice, Accessories, Finance, Profit}}{{KB_VS}} | {{Guide}}{{KB_Tags|Expense, Invoice, Accessories, Finance, Profit}}{{KB_VS}} | ||
Revision as of 16:41, 22 September 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The following article explains how Platinum deals with vehicle expenses.
More Information
- First of all, follow Selling a Vehicle for details on how to create a vehicle sales order, add extras and accessories where necessary, and then print and accept the order.
- Items added to the sales order will show as an Expected Expense against the vehicle. This shows what the sales department expect to pay for the items that the customer has purchased with the vehicle.
- These items added to the sales order will be flagged as Workshop, Stock or Financial items.
- Workshop items will be passed across to the estimate side of the workshop job created for the PDI or preparation of the sale vehicle.
- Stock items will be dropped onto Sales Ordering for the parts department to check and order if necessary.
- Financial items (Road Fund Licence, First Reg Fee etc) should be tied up by either accounts or vehicle admin when the money is spent to purchase these items.
- When the workshop PDI job is invoiced, the parts that were transferred from the vehicle sales order will post an Actual cost that the system will match against the Expected item. Labour to fit these items should appear as an actual expense against the accessories, not the vehicle, so this should be shown as a separate item or items.
 | Items transferred from the vehicle sales order are matched up by part number. It is therefore vital that any incorrect items brought across are not deleted from the workshop job and the right item entered. You must inform the sales department that the items are wrong, and they must correct the vehicle sales order, and reprint it. This will feed the corrections back to the workshop job, and they can be processed there. This will prevent items sold to the customer being shown as Accessory expenses, and the corrected item being shown as a PDI/Prep expense against the vehicle as well. |
- Items required to PDI or prepare the bike should be added to this job in the usual way, and these will be shown as expenses against the vehicle, not against the Accessories sold with the vehicle.
