Getting started - Unit Sales
From Catalyst
Contents
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.
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 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 Create a New Finance Company?
- Selling a unit
- How do I get a valuation of unit stock?
- How do I credit a unit?
- Handing over a unit
