How do I authorise a unit sales order?

Summary

A vehicle sales order created in Platinum will be set as un-authorised when initally created. This allows a vehicle sales manager or admin person to check the orders over to make sure they are ok and authorise them if they are correct.

More Information

Go to " Systems Vehicle Sales Vehicle Sales Documents".

• This will show you a list of current sales orders, any un authorised orders will be highlighted in Green . Click on the required order and press <F8>.
• You will then see the following message

 
Confirm Toggle Authorised

Please confirm you want to change this un-authorised order to authorised?

                      YES                NO

• Finally click [Yes] to confirm, the order line will then go Purple .

Tip: This process can be reversed by pressing the same [F8] when highlighting an authorised job.

See also

• Selling a Vehicle
• What do the Colours Mean on my Vehicle Sales Orders?

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Keywords AND Misspellings

auth, authorised, sales, order, vehicle, vehicle sales order