Difference between revisions of "Creating a new unit"

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* If not automatically assigned, press {{KeyPress|F2}} to get the next available stock code.
 
* If not automatically assigned, press {{KeyPress|F2}} to get the next available stock code.
 
* Set the {{DataPrompt|New?}} flag to {{DataValue|Y}}.
 
* Set the {{DataPrompt|New?}} flag to {{DataValue|Y}}.
−
* Enter the unit Model or press {{KeyPress|C-F1}} to search through existing Model Codes.
+
* 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}}.
 
** Select the Model and click {{Button|Choose}}.
 
** The default settings for that model will automatically populate various fields within the vehicle record.
 
** The default settings for that model will automatically populate various fields within the vehicle record.
 
** Select a {{DataPrompt|Colour}} if prompted.
 
** Select a {{DataPrompt|Colour}} if prompted.
−
* If the Model does not exist press {{KeyPress|S-F10}}. Follow [[Creating unit models|this]] article for how to add a new code.
+
* The {{DataPrompt|Location}} will be set to your default location. Only amend this if the vehicle is at a different location, e.g. you are creating records for other branches.
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* The {{DataPrompt|Location}} will be set to your default location. Only amend this if the vehicle 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.
−
* The {{DataPrompt|Status}} will usually default to your {{DataValue|In Stock}} status. This field will usually be altered by the system when the vehicles is reserved for a customer and when sold.
+
** You may alter the 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.
−
** You may alter the status e.g. to denote the vehicle is a [[How do I set up and sell a demo unit?|Demonstrator]],  ''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.
 
Complete the relevant fields on the {{Tab|Unit}}, {{Tab|Details}} tab and, if applicable, the {{Tab|Dimensions}} tab.
  
 
=== Purchase ===
 
=== Purchase ===
−
The Supplier should automatically be filled in as this comes from the model code, but you will need to enter the purchase amount, date and any other charges in the relevant fields.
+
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.
−
* If you need to enter a supplier code press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for their account.
+
* 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.
 
* Complete as much information as you have.
  
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Please Note: This posting will happen on your user date ''not'' the purchase date specified on the unit.
 
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).}}
+
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?]].}}
 
{{Tip|text=For help on what happens if a true value is entered see [[What effect does the true value figure have?]].}}
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=== Sale ===
 
=== Sale ===
 
* Enter a {{DataPrompt|Target Price}} for the vehicle.
 
* Enter a {{DataPrompt|Target Price}} for the vehicle.
−
** If the vehicle is a ''Commercial'' vehicle this price should be excluding VAT.
+
** If the vehicle is a ''Commercial'' vehicle, this price should be excluding VAT.
  
 
If you are [[How can I assure my units will upload to Catalyst FindIt?|advertising]] vehicles you should enter a Target Price to display.
 
If you are [[How can I assure my units will upload to Catalyst FindIt?|advertising]] vehicles you should enter a Target Price to display.

Revision as of 08:32, 19 February 2019

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

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 vehicle record.
    • Select a "Colour" if prompted.
  • The "Location" will be set to your default location. Only amend this if the vehicle 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.
The vehicle 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?.

Sale

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

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

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

Features

  • 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 unit 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 have the vehicle 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 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.

Media

Pictures

  • Click on [Add File] and choose " Image Files" to select the location of the stored pictures for the vehicle 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 vehicle record and select any of these pictures to be the default picture which will always be shown against the vehicle.

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

Videos

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

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

See also


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Keywords AND Misspellings
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Tags

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