• Click Car Sales
• Click Parameters

Annual Budget Type

Budgets can be set at Monthly or Parameters 1, 2, 3, or 4. These are set in the nominal ledger parameters and are variable percentage type budgets.

Print orders

Gives you three options; (Refers to Sales Orders for the Customer to sign for every Sales Order)

Number of Months to Keep Archive

This is the number of months you require to keep the documents for a vehicle so they can be reprinted. Vehicles are also shown as “sold” on the stock management screen for this period of time.

Process Mode Password Level

The number entered here is the minimum level of password a user has to have to be able to process in car sales. Below this level a user will only be able to view. Note the password set in Systems/Password Levels should now be the view level password. On a 0,3,6,9 password scenario, the systems/password level entry would be level 3 and the vehicle parameters entry would be level 6.

Invoice Mode Password Level

To be able to invoice vehicle sales a user must have a password level equal to or higher than this level. With a password level less than this level the user can process the vehicle to sales order but not invoice.

Note: Documents can only be re-printed if they are set to generate e.g. if order or invoicing printing is set at ‘No’ the documents will not be generated. Similarly if ‘No’ is answered to the ‘Produce Self-Billed Invoice’ question during the processing of a sales invoice, no document is generated and therefore no reprint can be obtained.

Used Car Discounts

If ticked will allow discounts to be entered and viewed on the invoice on used cars. If left un-ticked the discount entered will automatically reduce the basic sale price.

Print Sales invoices

Simple Yes (ticked) or No (unticked) to print sales invoices

Print Self Billed Purchase Invoices

Simple Yes (ticked) or No (unticked) to print self billed purchase invoices

Enable Job Requisitions

Simple Yes (ticked) or No (unticked) to enable job requisitions to be raised.  These can be manual or automatic

When you click into Settings another screen will appear with the following:

Last Job Requisition Number should be left as it is updated by system.

Automatically Create a job card tick if automatic requisitions are required

Default Department for requisitions should be entered

Merge Requisitions tick this if you require all open requisitions to be merged on one job card.  Any time extras are added to the sales order they will merge onto the current job.

Create Requisition for Used Stock Receipt tick if you want this to happen

Create Requisition for Non Trade Sales Order if ticked will create requisition for all non trade orders at time of sales order. This will transfer directly to the Workshop Diary as a requisition and can be booked into the diary on the day required.

Restrict Stock Screen Tabs

If this box is ticked users will require a password level higher than the Process Mode password level to be able to access any tabs on the vehicle record other than the Vehicle tab and Service History tab

Restrict Post Costs

Again the user must have a password level higher than the Process Mode password level to enable to user to access the Post Costs menu.

HP Commission and RFL Refunds can be transferred to the sales ledger and external cost posted directly to the vehicle from the purchase ledger.

However the nominal links allow values not transferred to the sales ledger or posted directly from the purchase ledger, to be held in these nominal clearing accounts. Balance sheet accounts should be entered in these boxes. 

They are all Clearing accounts that allow values to be entered onto the vehicle to obtain a more accurate profit forecast.  For the RFL Refund and HP Commission entries, a balancing entry is should be processed when the monies are received. 

The External balancing entry comes from the Purchase Ledger when the supplier invoice is posted.

Vehicle Tables

Many of the drop down menus used in the various fields of the stock record are held in a Table.

The tables are all displayed here and can be added to and deleted from as required.

One or two may need clarification as to their use and these are possibly

• Fuel Types - You can add different fuel types. There will be some pre-populated i.e. Diesel, Petrol etc
• Transmission - You can add different transmission types. There will be some pre-populated i.e. Manual and Automatic
• Body Styles - You can add different Body Style types. There will be some pre-populated i.e. 4x4, Convertible, Saloon etc
• User Category - There is a field on the stock record that is user configurable. Whatever you decide to use it for, set the info in this table
• Extras - These are factory fitted extras not DFA’s
• Vehicle Location - You can add in different locations where the vehicle is i.e. Different compounds etc
• Sales Types - You can add different sales types. There will be some pre-populated i.e. Retail, Trade, Fleet etc
• DFA Category - You can add categories for DFA's. There will be some pre-populated i.e. Gap, Misc etc

CRM Tables

• Countries - Different Countries for imported vehicles
• Enquiry Source - Where the enquiry came from so that you know which advertising is best for the business
• Business Types - So you can categorise the businesses people work for (for targeted customers)
• Titles - Different titles for you customers