Creating a new unit by copying an existing unit
Contents
Summary
The following article explains two methods for copying unit records - Method 1 is most suitable for a unit which you purchase having previously sold it; whilst Method 2 is most suitable for creating multiple copies of a type of unit e.g. when buying stock in bulk.
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. |
Method 1 - copy an existing unit
- If a unit, which you previously sold, is returned to you e.g. as a part exchange or a straight forward "over the counter" purchase, you need to create a new record for it. Each unit has one purchase and sale tab so you should not attempt to re-use an existing record but instead create a new record.
To save you time on entering details you may copy the existing record details into the new record.
Either when choosing to add a stock part exchange via a unit sales order or via Add or Edit Units:
- Having added a stock record you should find yourself on the "Model" field.
- Press <Ctrl+F10> to bring up the " Copy Unit" window.
- Type in the stock number of the unit you wish to copy, or press <Ctrl+F1> to search for it.
- At the "Please Confirm" window, press [Yes] to load the chosen unit.
- You can now continue to create the unit as normal.
Method 2 - create multiple copies
- You can create multiple unit records, e.g. to create records for new units due into stock. If you have ordered five or ten of a specific model of unit, you can create a record that you can then use as a template for the others.
Multiple Unit Records
You must create an initial unit record on which the subsequent records will be based. This will be the basic template for the new records.
Go to " Unit Sales Add or Edit Units".
- Press <F6> or click [Add] to create a new unit record.
- Create the unit record as usual following this article.
- Save the record and return to the " Unit Sales Add or Edit Units" screen.
- With the new unit record highlighted, press <Alt+F10> to 'Replicate Unit'.
 | The "Source unit" details will be displayed at the top of the screen. |
Complete at least one of the four available fields in order to allow the system to create your unit records.
- At "VIN" and/or "Chassis", enter the unique characters per unit.
- At "Engine", enter the engine number per unit.
- At "Colour", enter the colour.
- Repeat for each new record you wish to create.
- Click [Confirm] and [Yes] to confirm you wish to create the number of records shown.
 | You should then check each new record to ensure all details are correct and update any fields as required. |
See also
VS01
