Sales and Purchase Ledgers - Flipbook - Page 88
System displays - Header tab
Location
Account & Name
Till Account
Amend Location
Account &
Till Account if necessary
Click New icon
Optional details Deposit reference
Sales executive
Vehicle details
Details tab
Mandatory details Accept or amend date
Enter - Payment type
Value
Reference
If the CRM record is already
attached to a VSB record,
the deposit can be updated
on the vehicle record
immediately
Search for customer
Process 01.01.901.01
Click on the VS
company
Yes
Does a link
exist
No
Select Company
Click Process icon
Confirm New or
Used radio button
Print daybook icon
Click on Vehicle field select vehicle stock
number
Print daybook &
exit
Take Deposit – Linked to VSB
01.01.004.02 – pwise – 01/06/06
Page 88 of 342
