Creating a new unit
Contents
Summary
This article explains how to add vehicle stock records to the system.
More Information
The definition of vehicles includes (but is not limited to) motorcycles, cars, caravans, motorhomes, agricultural whole goods, ATVs and trailers. Once the records have been created, they can then either be uploaded to the Catalyst Findit website, linked to third party sites or just be on the database ready to be sold out to a customer.
Go to " Unit Sales Add or Edit Vehicles".
- Press <F6> or click [Add] to create a new vehicle record.
- If not automatically assigned, press <F2> to get the next available stock code (Automatically Generated number).
- Set the "New?" flag to 'Y'.
- If the vehicle is a used vehicle and your system has been set up with HPI lookup enter the vehicle Registration number and click [Look Up].
- The system will then contact HPI and fill in all the vehicle information including Make, Model, Description, V.I.N., Chassis Number, Engine Number, Engine size and much more... The HPI system will automatically create the vehicle models if they do not exist already in the system.
- If your system is without HPI, you will need to add this information manually, see below!
- Type in the Model of the vehicle. If the model exist this will appear, filling in the Make, Model and Description. If however the model does not appear you will have to create the model.
 | Multiple Status - It is possible to create multiple status in Platinum for your vehicles. It is Important that if you want a status to upload to FindIt you will need to press <Shift+F10> to edit the status click on the [Settings] tab and set the "In Stock :" field to 'Yes'. |
| A vehicle location stores the type of vehicle to amend this press <Shift+F10> on the "Location" field. Click on the [Settings] tab enter the most common type of vehicle at this location in the "Vehicle type :". On a individual vehicle basis this setting can be overwritten on the main "Vehicle Properties" screen by the "Vehicle Type :". |
Purchase
- Click on the [Purchase] Tab.
- The Supplier should automatically be filled in as this comes from the model code, but you will need to enter the purchase amount, date and any other charges in the relevant fields.
| The vehicle price you enter here should always be Nett of V.A.T. |
For help on what happens if a true value is entered See What Effect Does the True Value Figure Have?.
Features
- Click on the [Features] Tab.
- Select the Vehicle Type, this will then show only the features that are relevant to that vehicle.
- Double click on any features you wish to add.
See Adding New Vehicle Features.
Web Publishing
This tab records where this vehicle is to be listed on the web.
- Click on [Web Publishing] Tab.
- Click on the "Catalyst Findit" box. To enable the vehicle to be displayed on FindIt Website.
- Click on the any of the other boxes, if you wish for the vehicle to be linked to the corresponding website.
| Some checkboxes will be 'ticked' automatically depending on the specific details of the vehicle. The Catalyst FindIt checkbox is automatically 'ticked' for all vehicles entered. With this Flag set and in conjunction with the status, the vehicle will be uploaded to Catalyst FindIt. |
Media
- Click on the [Media] Tab.
Pictures
- Click on [Add Image] to select the location of the stored pictures for the vehicle that you are currently adding into Platinum.
The first picture that you add will be the default picture. You can add multiple pictures to the vehicle record and select any of these picture to be the default picture which will always be shown against the vehicle.
See Getting the Most Out of Your Vehicle Pictures on FindIt, Adding Pictures.
Videos
- Click on [Add Video] to select the type of Service hosting the video i.e. YouTube or Facebook.
- Enter the appropriate URL into the "Link" field.
- You cannot specify a default video but you can specify whether a video is to be published i.e. available for upload to a website.
Press <Esc> and [Accept] to save the vehicle record.
See also
- Creating a Used Vehicle
- Selling a Vehicle
- Creating a New Vehicle by Copying an Existing Vehicle
- Creating Vehicle models
- Adding Pictures
- What Effect Does the True Value Figure Have?
- How do I See a List of New\Used Vehicles in Stock?
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