Getting started - Unit Sales

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Summary

The following article explains the basics of using the Vehicle Sales Module. For detailed Vehicle Sales advice, please refer to the relevant Knowledge Base sections.

Add/Edit a Vehicle

Go into "Vehicle Sales" -> "Add/Edit Vehicles".

  • This will take you to a search screen. Press <F6> or click the [New] button to create a new vehicle record.

There are various tabs that need information filling out on:

Vehicle

  • The first thing you need to do is give the record the next available stock number. Pressing <F2> will do this.
  • Select whether the vehicle is new or used using the dropdown arrow.
  • Enter a registration number for the vehicle if known.
  • Enter the model of the vehicle in the model field.
  • Enter the primary colour of the printer if the not already filled out.
  • Enter the engine size if known.
  • Enter the chassis number if known.

Details

  • Enter the registration date if a used vehicle.
  • Enter the build year.

Purchase Tab

  • Enter a supplier and purchase date for the vehicle.
  • Enter the purchase amount.

Sale Tab

  • Enter a target price for the vehicle.

Features

  • Double-Click any of the unallocated items in the unallocated column. This will add them to the features for the vehicle.

Web Publishing

Ensure that "Catalyst FindIt" is ticked.

Pictures

Add any pictures for the vehicle record. Click <Done> and <Accept> to save the record.