Difference between revisions of "Getting started - Unit Sales"

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=== Finance Companies ===
 
=== Finance Companies ===
  
See [[How do I Create a New Finance Company?]] for information on how to add extra Finance Companies.
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See [[How do I Create a New Finance Company?]] for information on how to add Finance Company details.
  
 
=== Selling Vehicles ===
 
=== Selling Vehicles ===
  
 
Once you have your vehicles on the system, you now need to know how to sell them!  
 
Once you have your vehicles on the system, you now need to know how to sell them!  
See [[Selling a Vehicle|Selling a Vehicle]] to see all the steps required to create a sales order, including how to add accessories, part exchanges and take a deposit. This article also explains how to invoice a vehicle.
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See [[Selling a Vehicle|Selling a Vehicle]] for the steps required to create a sales order, including how to add accessories, part exchanges and take a deposit. This article also explains how to invoice a vehicle.
  
 
=== Reports ===
 
=== Reports ===
 
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To get the valuation of all your vehicle stock, see [[How do I get a Valuation of Vehicle Stock?|this]] report.  
To get valuation of your stock, see [[How do I get a Valuation of Vehicle Stock?|this]] report.  
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To see the sales, cost and profit on vehicles and associated accessories, use the Sales Dept DOC report.
Stock reports, sales reports etc.
 
  
 
=== Crediting a Vehicle ===
 
=== Crediting a Vehicle ===
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=== Regular Tasks ===
 
=== Regular Tasks ===
  
For recommended vehicle sales routines,see [[Recommended Vehicle Sales Routines|this]] article.
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For regular tasks that should be done, see [[Recommended Vehicle Sales Routines|this]] article.

Revision as of 14:50, 10 August 2010

Summary

The following article explains how to get started with Vehicle Sales.

More Information

Creating Vehicles

The first thing you need to do is to create your vehicle stock, both new and used.

Finance Companies

See How do I Create a New Finance Company? for information on how to add Finance Company details.

Selling Vehicles

Once you have your vehicles on the system, you now need to know how to sell them! See Selling a Vehicle for the steps required to create a sales order, including how to add accessories, part exchanges and take a deposit. This article also explains how to invoice a vehicle.

Reports

To get the valuation of all your vehicle stock, see this report. To see the sales, cost and profit on vehicles and associated accessories, use the Sales Dept DOC report.

Crediting a Vehicle

See How do I Credit a Vehicle? for details on how to credit a vehicle.

Regular Tasks

For regular tasks that should be done, see this article.