Difference between revisions of "Creating a new unit"

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== More Information ==
 
== More Information ==
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Go to {{Menu|{{VS}}|Add or Edit Vehicles"}}.
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Go to {{Menu|Vehicle Sales|Add or Edit Vehicles}}.
  
 
*Press {{KeyPress|F6}} to create a new vehicle record.
 
*Press {{KeyPress|F6}} to create a new vehicle record.
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*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}}.
 
*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.
 
**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.
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**{{Warning|title=Important|text={{Red| If your system is without HPI, you will need to add this information manually, see below!}}}}
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**''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.
 
*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]].
 
See [[Creating Vehicle models]].
  
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{{Note|title=Multiple Status|text= It is possible to create multiple status in Platinum for your vehicles. It is '''Important''' that if you want a status to upload to [http://www.catalyst-findit.com FindIt] you will need to press {{KeyPress|S-F10}} to edit the status click on the {{Tab|Parameters}} tab and set the {{DataPrompt|In Stock :}} field to {{DataValue|Yes}}.}}
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{{Note|title=Multiple Status|text=It is possible to create multiple status in Platinum for your vehicles. It is '''Important''' that if you want a status to upload to [http://www.catalyst-findit.com FindIt] you will need to press {{KeyPress|S-F10}} to edit the status click on the {{Tab|Parameters}} tab and set the {{DataPrompt|In Stock :}} field to {{DataValue|Yes}}.}}
  
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{{Note|title=PLEASE NOTE|text= A vehicle location stores the type of vehicle to amend this press {{KeyPress|S-F10}} on the {{DataPrompt|Location}} field. Click on the {{Tab|Parameters}} tab enter the most '''common type''' of vehicle at this location in the {{DataPrompt|Vehicle type :}}. On a individual vehicle basis this parameter can be overwritten on the main "Vehicle Properties" screen by the {{DataPrompt|Vehicle Type :}}.}}
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{{Note|text=A vehicle location stores the type of vehicle to amend this press {{KeyPress|S-F10}} on the {{DataPrompt|Location}} field. Click on the {{Tab|Parameters}} tab enter the most '''common type''' of vehicle at this location in the {{DataPrompt|Vehicle type :}}. On a individual vehicle basis this parameter can be overwritten on the main "Vehicle Properties" screen by the {{DataPrompt|Vehicle Type :}}.}}
  
 
=== Purchase ===
 
=== Purchase ===
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* 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.
 
* 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.
  
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{{Note|title=PLEASE NOTE|text= The vehicle price you enter here should always be Nett of V.A.T.}}
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{{note|text=The vehicle price you enter here should always be Nett of V.A.T.}}
  
 
For help on what happens if a true value is entered See [[What Effect Does the True Value Figure Have?]].
 
For help on what happens if a true value is entered See [[What Effect Does the True Value Figure Have?]].
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* Click on the any of the other boxes, if you wish for the vehicle to be linked to the corresponding website.
 
* Click on the any of the other boxes, if you wish for the vehicle to be linked to the corresponding website.
  
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{{Note|title=PLEASE NOTE|text= Some checkboxes will be 'ticked' automatically depending on the specific details of the vehicle. The [http://www.catalyst-findit.com Catalyst FindIt] checkbox is automatically 'ticked' for all vehicles entered. With this Flag set and in conjunction with the status, the vehicle will be uploaded to [http://www.catalyst-findit.com Catalyst FindIt].}}
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{{note|text=Some checkboxes will be 'ticked' automatically depending on the specific details of the vehicle. The [http://www.catalyst-findit.com Catalyst FindIt] checkbox is automatically 'ticked' for all vehicles entered. With this Flag set and in conjunction with the status, the vehicle will be uploaded to [http://www.catalyst-findit.com Catalyst FindIt].}}
  
 
=== Pictures ===
 
=== Pictures ===
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== See also ==
 
== See also ==
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* [[:Category:Getting Started|Getting Started]]
 
−
* [[Getting Started - Vehicle Sales]]
 
−
* [[Getting Started - Workshop]]
 
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* [[Recommended Vehicle Sales Routines]]
 
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* [[Creating a Used Vehicle]]
 
 
* [[Creating a New Vehicle by Copying an Existing Vehicle]]
 
* [[Creating a New Vehicle by Copying an Existing Vehicle]]
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* [[What are the Vehicle Stock Numbers Starting at 90000000?]]
 
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* [[How do I See a List of New\Used Vehicles in Stock?]]
 
 
* [[Creating Vehicle models]]
 
* [[Creating Vehicle models]]
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* [[Creating a Vehicle Analysis Code]]
 
 
* [[Adding New Vehicle Features]]
 
* [[Adding New Vehicle Features]]
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* [[Adding New Vehicle Feature Categories]]
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* [[Getting the Most Out of Your Vehicle Pictures on FindIt]]
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* [[How do I Deal with Sale or Return Vehicles?]]
 
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* [[Catalyst FindIt]]
 
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* [[Platinum Links]]
 
 
* [[Adding Pictures]]
 
* [[Adding Pictures]]
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* [[How Can I Assure my Vehicles Will Upload to FindIt?]]
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* [[What Effect Does the True Value Figure Have?]]
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* [[Getting the Most Out of Your Vehicle Pictures on FindIt]]
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* [[Creating a Used Vehicle]]
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* [[Can I display my vehicles on a large screen in my showroom?]]
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* [[How do I See a List of New\Used Vehicles in Stock?]]
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* [[How can I Upload Vehicles to My Website?]]
 
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* [[How do I Print a Vehicle Data Sheet?]]
 
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* [[Third Party Websites linked to FindIt]]
 
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* [[How can I View only my Vehicles on FindIt?]]
 
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* [[How do I add news to my website?]]
 
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* [[How do I Deal with Finance Settlement on a Vehicle?]]
 
  
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{{KB_Tags|findit, vehicle, entry, vehicles, features, pictures, Bike, Bikes, Car, Cars, Van, Vans, Motorhome, Motorhomes, Motor, Home, Homes, Caravan, Caravans, Motorcycle, Motorcycles}}
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{{KB_Tags|findit, vehicle, entry, vehicles, features, pictures, Bike, Bikes, Car, Cars, Van, Vans, Motorhome, Motorhomes, Motor, Home, Homes, Caravan, Caravans, Motorcycle, Motorcycles}}{{KB_VS}}
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{{KB_VS}}
 
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{{KB_Ref|VS01}}
 

Revision as of 16:32, 29 August 2013

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.

More Information

Go to " Vehicle Sales Add or Edit Vehicles".

  • Press <F6> to create a new vehicle record.
  • Press <F2> to get the next available stock code (Automatically Generated number).
  • Set the "New?" flag to 'Y'.
  • If your system has been set up with HPI lookup enter the vehicle Registration number and click [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.

Multiple Status: It is possible to create multiple status in Platinum for your vehicles. It is Important that if you want a status to upload to FindIt you will need to press <Shift+F10> to edit the status click on the [Parameters] tab and set the "In Stock :" field to 'Yes'.
A vehicle location stores the type of vehicle to amend this press <Shift+F10> on the "Location" field. Click on the [Parameters] tab enter the most common type of vehicle at this location in the "Vehicle type :". On a individual vehicle basis this parameter can be overwritten on the main "Vehicle Properties" screen by the "Vehicle Type :".

Purchase

  • Click on [Purchase] Tab.
  • 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.
The vehicle price you enter here should always be Nett of V.A.T.

For help on what happens if a true value is entered See What Effect Does the True Value Figure Have?.

Features

  • Click on [Features] Tab.
  • 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.

See Adding New Vehicle Features.

Web Publishing

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

  • Click on [Web Publishing] Tab.
  • Click on the "Catalyst Findit" box. To enable the vehicle to be displayed on FindIt Website.
  • Click on the any of the other boxes, if you wish for the vehicle to be linked to the corresponding website.
Some checkboxes will be 'ticked' automatically depending on the specific details of the vehicle. The Catalyst FindIt checkbox is automatically 'ticked' for all vehicles entered. With this Flag set and in conjunction with the status, the vehicle will be uploaded to Catalyst FindIt.

Pictures

  • Click on [Pictures] Tab.
  • Click on [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.

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

See also


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Keywords AND Misspellings
findit, vehicle, entry, vehicles, features, pictures, Bike, Bikes, Car, Cars, Van, Vans, Motorhome, Motorhomes, Motor, Home, Homes, Caravan, Caravans, Motorcycle, Motorcycles
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