Difference between revisions of "How do I credit a unit?"
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=== Accounting Details === | === Accounting Details === | ||
Now that you know the vehicle details have been reversed, check the customer's account and make sure that they have been credited. | Now that you know the vehicle details have been reversed, check the customer's account and make sure that they have been credited. | ||
| − | * Go to | + | * Go to {{Menu|{{SL}}|Customer History}}. |
* Type the customer's account code and press {{KeyPress|Enter}}. | * Type the customer's account code and press {{KeyPress|Enter}}. | ||
* Press {{KeyPress|Enter}} again to display their history. Check for the credit note against the original invoice. This credit posting will correspond to the print-out you have in hand. | * Press {{KeyPress|Enter}} again to display their history. Check for the credit note against the original invoice. This credit posting will correspond to the print-out you have in hand. | ||
Revision as of 12:19, 21 December 2010
Contents
Summary
This article explains how to raise a credit note for a vehicle.
More Information
Go to " Unit Sales Vehicle Credits".
- At "Vehicle Code :", enter the 'Stock Number' of the vehicle that you wish to credit.
- Press <Enter>.
- The system will automatically fill in the 'Description' from the vehicle stock details.
- The system will automatically fill in the original 'Sale Date'.
- At "Do you want to credit this vehicle?", check that it is the correct vehicle and then click [Yes].
- A Vehicle Credit Note will now be printed.
- At "Do you want to Accept, Ignore or Re-print the document?", check the print-out and confirm that it is correct.
- If it is all OK, click the [Accept] button.
- If you see "Do you want to log this payment into the till?", click [Yes].
- You should see the message: ""All invoice postings have been reversed."".
- Click [OK].
 | Make sure to double check the vehicle you are crediting is the one you actually want to credit. Invoicing it again can be a chore! |
Checking the Vehicle Credit
Vehicle Details
The system will reverse all transactions and clear out the Sales details on the Vehicle, but it is always a good idea to check the details of the vehicle that has been credited.
 | The vehicle status will be 'In Stock', and the "Sales" tab information will have been blanked out. |
Accounting Details
Now that you know the vehicle details have been reversed, check the customer's account and make sure that they have been credited.
- Go to " Sales Ledger Customer History".
- Type the customer's account code and press <Enter>.
- Press <Enter> again to display their history. Check for the credit note against the original invoice. This credit posting will correspond to the print-out you have in hand.
- If there is a part exchange involved, you should check that this has been dealt with according to whether you have kept it in stock or returned it to the customer.
See Also
