How do I add multiple part exchange units?

Summary

This article will explain how to add multiple part exchange units to a Unit Sales Document.

More Information

In order to add multiple part exchanges to a Unit Sales Document you will need to create a document. Please click here for more details.

Once you have created the unit sales order and are ready to add multiple part exchanges, go to " Unit Sales Unit Sales Documents".

• Highlight the Unit Sales Document to which you wish to add the part exchanges.
• Press <F5> or click the [Edit] button.
• Click on the [Part exchange] tab.
  1. Press <F6> or click the [Add] button.
  2. Depending whether it is a Stock or a Non Stock unit, click the relevant button.
  3. If a unit stock number is not automatically created, press <F2>.
     • Fill out as much information about the part exchange as you know or fill in the registration number and use the [Lookup] button.
     • Make sure that there is an estimated (conditional to checks) "Purchase amount:" filled in on the [Purchase] tab.
     • Press <Esc> or click [Done] and click [Accept].

This will add the part exchange to the document.

• Repeat the steps above to add multiple part exchange units.
• Once all the part exchanges have been added click on the [Print and summary] tab.
• Click [Print] to produce an updated Unit Sales document and click [Accept] button to save the changes.

See also

• Selling a unit
• Part Exchanges
• What do the tick boxes do on unit lookups?
• Creating a used unit

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

add, multiple, many, few, more, than, 1, one, part, exchange, exchanges, part excahnges, motorcycles, cars, caravans, motor, homes, motorhomes, sales, order, invoice, document