Used units are handled differently to New units. Used units have a stock Item record automatically created as they are purchased and deleted as they are sold (the Unit Main details and Unit Sales details records are retained). Also a Purchase Orders and a Purchase Transaction is automatically created.
•Select Items, then Stock Items, then New (Brings up the New Item screen)
•Select the Type of Item. In this case Used Units
•The system will then prompt you to enter the Name of the person you are buying the unit from
•It then brings up the ‘Unit Allocation’ screen. If there are Units where the Registered Keeper is the same as the Name entered then it will be in ‘By Keeper’ mode and those units will be displayed and can be selected. If no units are found for the above, the system will go to ‘By Unit’ mode and a unit can be selected or search for (normally by Reg / Ref No). If an existing unit cannot be found it should go to the ‘By Model’ mode where we can select a Model or add a new one. If the Model is not found it will prompt to add a new Model Template
•When we have selected a Unit or a Model the ‘Used Unit Details’ screen is displayed where we can confirm the price paid and other details
•If there is any finance outstanding on the unit you are purchasing you can enter the details here and the system will split the payment between the seller and the finance company.
•The system will also automatically create a stock item record for every used unit, the item Lookup number will be automatically formatted as ‘.U’ + Model + StockNo (eg: ‘.UCBR600-666666’). At the end the system will prompt if you wish to print a Receipt and Label for the Unit you are purchasing
Note - When sold the stock item record will be automatically deleted.
Tip – Setup your Model Templates and Unit types first, you only have to do once for each model and it makes data entry much quicker.