Difference between revisions of "How do I credit a unit?"

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== Summary ==
 
== Summary ==
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This article will explain how to credit a vehicle back into the system, if for some reason the vehicle was incorrectly invoiced out, the system will also reverse the postings done to customers account.
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This article explains how to raise a credit note for a vehicle.
  
 
== Additional Information ==
 
== Additional Information ==
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In order to credit an [[Selling a Vehicle|invoiced]] vehicle, back into the system you will need to ''first log into the system with the same date as when the vehicle was sold out on'', then you will need to go to: '''"Vehicle Sales" -> "Vehicle credits".''' Once here you will need to fill in the fields visible.
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Go to "{{VS}}" -> "Vehicle Credits".
  
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* {{DataPrompt|Vehicle Code :}} enter in the {{DataValue|vehicles stock number}} of the vehicle that you wish to credit back into the system reversing the vehicle invoice and crediting the customers account. Then press {{KeyPress|Enter}}.
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* At {{DataPrompt|Vehicle Code :}}, enter in the {{DataValue|Stock Number}} of the vehicle that you wish to credit. T
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* Press {{KeyPress|Enter}}.
  
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* {{DataPrompt|Description :}} the system should automatically fill in the vehicles {{DataValue|description}} using that which is stored on the vehicles stock details.
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* At {{DataPrompt|Description :}}, the system will automatically fill in the vehicle {{DataValue|description}} from the vehicle stock details.
  
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* {{DataPrompt|Sale Date :}} as with the {{DataPrompt|description :}} the system will automatically fill in the {{DataValue|Sale Date}} of when the vehicle was invoiced out.
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* At {{DataPrompt|Sale Date :}}, as with the {{DataPrompt|Description :}}, the system will automatically fill in the original {{DataValue|Sale Date}}.  
  
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* At {{DataPrompt|Do you want to credit this vehicle?}}, check that it is the correct vehicle and then click {{Button|Yes}}.
  
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As the vehicle has been incorrectly invoiced out the information needed and listed in the field detailed above, it is easy to compare and make sure that the vehicle you are about to credit is the correct one. A screen prompt will appear asking ''"Do you want to credit this vehicle?"'' If this is the right vehicle you wish to credit click the {{Button|Yes}} button.
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* A Vehicle Credit Note will now be printed.
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* At {{DataPrompt|Do you want to Accept, Ignore or Re-print the document?}}, check the print-out and confirm that it is correct.
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* If it is all OK, click the {{Button|Accept}} button.
  
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A Vehicle credit will now printed out, and a screen prompt will appear asking ''"Do you want to Accept, Ignore or Re-print the document?"''. Once you have the print out in hand and have confirmed it is correct click the {{button|Accept}} button.
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Another screen prompt may appear asking ''"Do you want to log this payment into the till?"'' click the {{Button|Yes}} button. Finally a screen prompt will appear notifying you that ''"All invoice postings have been reversed."''. Press {{KeyPress|Esc}}.
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Another screen prompt will appear asking ''"Do you want to log this payment into the till?"'' click the {{Button|Yes}} button. Finally a screen prompt will appear notifying you that ''"All invoice postings have been reversed."''. Press {{KeyPress|Esc}}.
 
  
  
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== Checking the Vehicle Credit ==
 
== Checking the Vehicle Credit ==
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The system will reverse all transaction and clear out the details with the vehicle properties. It is always a good idea to check the vehicle stock properties for the vehicle that has been credited. '''Note''' that the vehicle status will be back in stock. Also '''note''' that the sales information tab will also be blanked out.
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The system will reverse all transactions and clear out the Sales details on the Vehicle. It is always a good idea to check the vehicle stock properties for the vehicle that has been credited. '''Note''' that the vehicle status will be back in stock. Also '''note''' that the sales information tab will also be blanked out.
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Now that you know the vehicle details have been reversed, it is time to check the customers account and make sure that they have been credited. To do this go to: ''"Sales Ledger" -> "Customer History"''. Type in the customers account code on the {{DataPrompt|Account :}} field and press {{KeyPress|Enter}}. On the {{DataPrompt|Document :}} press {{KeyPress|Enter}} to display their history. Check for the credit on the date that we entered the system with. This credit posting will correspond to the print out you have in hand.
 
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{{Note|text=Remember to log out of Platinum, and log back in with the correct date to avoid posting any transactions on a previous date.}}
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Now that you know the vehicle details have been reversed, it is time to check the customer's account and make sure that they have been credited. To do this go to: "{{SL}}" -> "Customer History". Type in the customer's account code on the {{DataPrompt|Account :}} field and press {{KeyPress|Enter}}. On the {{DataPrompt|Document :}} press {{KeyPress|Enter}} to display their history. Check for the credit on the date that we entered the system with. This credit posting will correspond to the print out you have in hand.
  
  

Revision as of 20:22, 24 July 2009

 This article or section is under review.
Be aware: Content may change as the document is reviewed.

Summary

This article explains how to raise a credit note for a vehicle.

Additional Information

Go to "Unit Sales" -> "Vehicle Credits".

  • At "Vehicle Code :", enter in the 'Stock Number' of the vehicle that you wish to credit. T
  • Press <Enter>.
  • At "Description :", the system will automatically fill in the vehicle 'description' from the vehicle stock details.
  • At "Sale Date :", as with the "Description :", the system will automatically fill in the original 'Sale Date'.
  • At "Do you want to credit this vehicle?", check that it is the correct vehicle and then click [Yes].
  • A Vehicle Credit Note will now be printed.
  • At "Do you want to Accept, Ignore or Re-print the document?", check the print-out and confirm that it is correct.
  • If it is all OK, click the [Accept] button.

Another screen prompt may appear asking "Do you want to log this payment into the till?" click the [Yes] button. Finally a screen prompt will appear notifying you that "All invoice postings have been reversed.". Press <Esc>.


The only way to reverse a credit vehicle is to manually re-invoice the vehicle back out through the normal process. Make sure to double check the vehicle you are crediting is the one you actually want to credit.

Checking the Vehicle Credit

The system will reverse all transactions and clear out the Sales details on the Vehicle. It is always a good idea to check the vehicle stock properties for the vehicle that has been credited. Note that the vehicle status will be back in stock. Also note that the sales information tab will also be blanked out.

Now that you know the vehicle details have been reversed, it is time to check the customer's account and make sure that they have been credited. To do this go to: "Sales Ledger" -> "Customer History". Type in the customer's account code on the "Account :" field and press <Enter>. On the "Document :" press <Enter> to display their history. Check for the credit on the date that we entered the system with. This credit posting will correspond to the print out you have in hand.


See Also


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Keywords AND Misspellings
Credit, Crediting, Vehicle Sale, Invoice, Reverse, sell, sales
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