How do I purchase a unit from a customer?
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Summary
This article explains how to purchase a unit which is not a part exchange.
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. |
Somebody has a unit that they own that they want to sell, and you have agreed to purchase it. The details of the person selling the unit to you need to be stored for future reference, but they might be an existing customer, or someone from whom you have previously purchased a unit.
Go to " Unit Sales Add or Edit Units".
- Create a used stock unit. See Creating a used unit.
- On the [Purchase] tab, the first field to fill in is the "Supplier". There is a drop down box shown with an 'A' by default. You can search for the person's details in the supplier database if they already exist or create a new supplier account. See Creating a new customer or supplier.
| If you want to use an existing customer's details as the supplier information, use the drop down to choose 'S'. You can then search the customer database instead of the suppliers. |
- Enter the purchase amount. If the unit has outstanding finance, enter the finance company account code and value. Don't forget to pay the finance company and post the payment made, against the purchase invoice, on your purchase ledger.
- Fill in the remaining fields as appropriate. The purchase date and comment fields can be left blank and will auto populate once the purchase invoice has been produced.
| You should run an HPI check or equivalent on any used unit that you purchase to check for stolen, written off units or outstanding finance. This will cost money, but could save you a lot of hassle, aggravation and money in the long term. |
- Press <F2> to print a Purchase Invoice.
- If it is not already filled in, enter the amount you are paying for the unit.
| If this is a commercial unit don't forget to enter the correct payment amount i.e. Nett plus V.A.T. |
- Enter the "Payment Centre" to choose how the customer is to receive payment for the unit.
 | 'Z992' for Bank Transfer or 'Z900' for Cash. |
- Press <F2> to print out the invoice.
- Click [Reprint] to print out a second copy of the invoice or click [Accept] to confirm all the details.
See also
- Creating a used unit
- Creating a new unit
- Creating a new customer or supplier
- How do I credit a unit purchase invoice?
- How do I reprint a part exchange purchase invoice?
- Selling a unit
