Getting started - Unit Sales

Summary

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

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.

Creating Units

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

• See Creating a new unit for new units.
• See Creating a used unit for used units.
• See How do I deal with sale or return units? for creating a unit you are holding on a sale or return basis.

Finance Companies

See How do I create a new Unit Sales finance company? for information on how to add Finance Company details.

Selling Units

Once you have your units on the system, you now need to know how to sell them!

• See Selling a unit 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 unit.
• Once you have sold a unit, see Handing over a unit for the steps required to get the unit ready to be handed over to the customer.

Reports

• See this report to get a valuation of your unit stock.
• See the Sales Dept DOC report to get the sales, cost and profit on units and associated accessories.

Crediting a Unit

• See How do I credit a unit? for details on how to credit a unit.

Regular Tasks

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

See also

• Recommended unit sales routines
• Creating a new unit
• Creating a used unit
• How do I deal with sale or return units?
• How do I create a new Unit Sales finance company?
• Selling a unit
• How do I get a valuation of unit stock?
• How do I credit a unit?
• Handing over a unit

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Keywords AND Misspellings

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