The Vehicle Stock Book for Accountants - Flipbook - Page 104
STEP 9
Complete the information on the Identity tab.
Some of the information in this window will default through from information held in Franchise
Data for this vehicle type.
If the vehicle record already existed in CRM the details held in CRM will automatically come
through to complete some of the fields.
If the vehicle is a non franchise vehicle over-write the Description with a correct description of
the vehicle.
Select the Physical Location, the record cannot be saved without this.
The system will set the Progress code to A - Adopted and the A/c status to O - Ordered.
The system will change the A/c status to A - Adopted when the purchase invoice is printed.
The purchase is printed from the 8main9 vehicle record as part of the process to print the main
vehicle sales invoice.
Mandatory information required before the sales invoice for the 8main9 vehicle can be produced
is:
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Creating a Trade-In
Chassis Number
Colour
Trim
Mileage
Engine CC
Registration number
Current registration date
06.001.08 L1 9304C – gpl 01/09/06
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