Difference between revisions of "Selling a unit"
From Catalyst
(New page: {{Review}}{{Incomplete}} == Summary == This article explains how to deal with the sale of a vehicle. == More Information == There are a number of logical steps to consider when dealing wi...) |
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These questions give you a plan to follow when creating a sales order for a vehicle. | These questions give you a plan to follow when creating a sales order for a vehicle. | ||
| − | == Creating an | + | == Creating an Order == |
* Go to "Vehicle Sales" -> "Sales Ordering" -> "Add or Edit Sales Orders". | * Go to "Vehicle Sales" -> "Sales Ordering" -> "Add or Edit Sales Orders". | ||
| − | * At {{DataPrompt|Account or Contact}}, leave this as {{DataValue|A}} for Account. | + | * At {{DataPrompt|Account:}} or {{DataPrompt|Contact:}}, leave this as {{DataValue|A}} for Account. |
| − | * Type part of the customer surname into {{DataPrompt|Code}}. | + | * Type part of the customer surname into {{DataPrompt|Code:}}. |
* If you are selling a vehicle from stock, type the Stock Number of the vehicle. You can search for the vehicle here using the magnifying glass icon. | * If you are selling a vehicle from stock, type the Stock Number of the vehicle. You can search for the vehicle here using the magnifying glass icon. | ||
* If the vehicle required is not in stock, you can either create a "dummy" stock number for the vehicle or you can create a non-stock sale vehicle by pressing {{KeyPress|C-F10}}. | * If the vehicle required is not in stock, you can either create a "dummy" stock number for the vehicle or you can create a non-stock sale vehicle by pressing {{KeyPress|C-F10}}. | ||
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| + | {{KB_Tags|Vehicle Sale}}{{KB_VS}} | ||
Revision as of 09:18, 4 June 2008
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to deal with the sale of a vehicle.
More Information
There are a number of logical steps to consider when dealing with the sale of a vehicle .
Consider the following issues.
- Has the customer dealt with us before ? If not, we will need to create an account for them.
- Is the bike the customer wants in stock ? If not, we must decide whether to use a non-stock sale vehicle at this stage, or to create a "dummy" stock number. If it is in stock, we must find the correct stock record.
- Is the customer buying any extras or accessories, including things such as road tax, registration fees, test fees, warranties or other items such as clothing or performance accessories? If so, we will need part numbers for most of these items so that the deal profit can be calculated accurately.
- Is the customer paying a deposit ?
- Is there a part exchange vehicle ? Is the customer leaving it with us or will it only be available for sale once the sale vehicle is delivered ?
- How will the customer be paying for the vehicle - will they require finance ?
These questions give you a plan to follow when creating a sales order for a vehicle.
Creating an Order
- Go to "Vehicle Sales" -> "Sales Ordering" -> "Add or Edit Sales Orders".
- At "Account:" or "Contact:", leave this as 'A' for Account.
- Type part of the customer surname into "Code:".
- If you are selling a vehicle from stock, type the Stock Number of the vehicle. You can search for the vehicle here using the magnifying glass icon.
- If the vehicle required is not in stock, you can either create a "dummy" stock number for the vehicle or you can create a non-stock sale vehicle by pressing <Ctrl+F10>.
