Getting started - Unit Sales
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Revision as of 09:32, 3 January 2019 by Charles Allison (talk | contribs)
Contents
Summary
The following article explains how to get started with Unit Sales.
More Information
Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, cars, trucks, vans, caravans, motorhomes, tractors, ATVs, agricultural equipment and construction equipment.
Creating Vehicles
The first thing you need to do is to create your unit stock, both new and used.
- See Creating a New Vehicle for new units.
- See Creating a Used Vehicle for used units.
Finance Companies
See How do I Create a New 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 Vehicle 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 Vehicle 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 Vehicle? for details on how to credit a unit.
Regular Tasks
For regular tasks that should be done, see this article.
See also
- Recommended Vehicle Sales Routines
- Creating a New Vehicle
- Creating a Used Vehicle
- How do I Create a New Finance Company?
- Selling a Vehicle
- How do I get a Valuation of Vehicle Stock?
- How do I Credit a Vehicle?
- Handing Over a Vehicle
