Getting started - Unit Sales
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Contents
Summary
The following article explains how to get started with Vehicle Sales.
More Information
Creating Vehicles
The first thing you need to do is to create your vehicle stock, both new and used.
- See Creating a New Vehicle for new vehicles.
- See Creating a Used Vehicle for used vehicles.
Finance Companies
See here for information on how to add extra Finance Companies.
Selling Vehicles
Once you have your vehicles on the system, you now need to know how to sell them! See Selling a Vehicle to see all 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 vehicle.
Reports
To get valuation of your stock, see this report. Stock reports, sales reports etc.
Crediting a Vehicle
See here for details on how to credit a vehicle.
Regular Tasks
For recommended vehicle sales routines,see this article.
