Unit expenses explained
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Summary
The following article explains how Platinum deals with vehicle expenses.
More Information
This article will guide you through the expense steps and how they show within Platinum.
- First of all, assuming that you've followed Selling a Vehicle for details on how to create a vehicle sales order, adding extras and accessories where necessary, printed and accepted a sales order, this is how the expenses will currently stand:
- Any items added during the sales ordering process will show as an expected expense when you press <F7> on a vehicle record.
- Once the workshop PDI job has been invoiced out for the vehicle, any parts that were invoiced out on the job that were added via the vehicle sales order will now no-longer be flagged as an expected cost on the vehicle, but as an actual cost. Any labour booked to fit any accessories will appear as an actual expense against the vehicle.
- If any extra items were booked to the PDI whilst in the workshop, these will appear as an expense against the vehicle if flagged as expense "No" on the job, and as a cost of accessory if flagged as expense "Yes" then it will appear as a cost against the vehicle.
