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Take Order and Invoicing Vehicles

Creation date: 30/10/2019 15:06 Updated: 02/09/2020 14:45 car sales invoice customer invoice invoice take order

To invoice a vehicle you will need to do the following:

Used Vehicles

Click Car Sales
Click Stock Management
Enter the Stock Number or Reg Number
Click on Sales
Click on Take Order
Click on Customer Details
Enter all the details shown on screen
Click OK
Enter any adjustments to the 'Basic Price', Add any 'Accessories' etc (if you want to show a discount use 'Shift V together' for Value or 'shift 5 together' for a percentage %
Enter a Deposit if you have taken one
If the vehicle is going to be 'Financed' then Click on the * of the 'Amount Due from Finance Company', enter the amount they are financing for
Click on Finance Details
Enter the Finance Company Sales Ledger Code or search from the list using the [?] (Accounts will need to set one up in the Sales Ledger if it is a new Finance Company you are using)
The list box will only show finance companies as these are pre-set in the Sales Ledger for filter purposes so you don't have all the customer accounts showing
Click OK
Click Exit
'All Details Entered?' Click Yes
Select the MOP (Method of Payment) for the deposit
Click OK
Print Sales Order Now? Click Yes (if you click No then you can reprint this in the Documents Tab)
The vehicle will now show as 'Reserved'
Follow the next step 'If the vehicle has had a sales order entered' to invoice the vehicle

Click Car Sales
Click Stock Management
Enter the Stock Number or Reg Number
Click on Sales
Click on Sell
Click on Invoice
You many need to select the period number if you are in a split period
Check all the details of the order screen and amend if required
If everything is OK Click Exit
'All Details Entered?' Click Yes
It may ask if this 'Is a preference sales?' Click Yes or No accordingly (this is for Nissan Composite purposes and splits the figures for Nissan and Non-Nissan Finance Companies)
'Print Sales Invoice Now?' Click Yes (if you click No then you can reprint this in the Documents Tab)
The invoice has now been completed

The vehicle has to be Adopted before you can do an invoice

Click Car Sales
Click Stock Management
Enter the Stock Number or Reg Number
If you didn't have a Reg No entered you can do this now or at the invoice stage
Click on Sales
Click on Take Order
Click on Customer Details
Enter all the details shown on screen
Click OK
Enter any adjustments to the 'Basic Price', Add any 'Accessories' etc (if you want to show a discount use 'Shift V together' for Value or 'shift 5 together)' for percentage %
Enter a Deposit if you have taken one
If the vehicle is going to be 'Financed' then Click on the * of the 'Amount Due from Finance Company', enter the amount they are financing for
Click on Finance Details
Enter the Finance Company Sales Ledger Code or search from the list using the [?] (Accounts will need to set one up in the Sales Ledger if it is a new Finance Company you are using)
The list box will only show finance companies as these are pre-set in the Sales Ledger for filter purposes so you don't have all the customer accounts showing
Click OK
Click Exit
'All Details Entered?' Click Yes
Select the MOP (Method of Payment) for the deposit
Click OK
Print Sales Order Now? Click Yes (if you click No then you can reprint this in the Documents Tab)
The vehicle will now show as 'Reserved'
Follow the next step 'If the vehicle has had a sales order entered' to invoice the vehicle

Click Car Sales
Click Stock Management
Enter the Stock Number or Reg Number
Click on Sales
Click on Sell
Click on Invoice
If you didn't have a Reg No entered you can do this now
Enter the Registered Date
Press Enter
Confirm? Click Yes
Check all the details of the order screen and amend if required
If everything is OK Click Exit
'All Details Entered?' Click Yes
It may ask if this 'Is a preference sales?' Click Yes or No accordingly (this is for Nissan Composite purposes and splits the figures for Nissan and Non-Nissan Finance Companies)
'Print Sales Invoice Now?' Click Yes (if you click No then you can reprint this in the Documents Tab)
The invoice has now been completed

Files
	Car Sales Invoicing.mp4 35 MB