The sale screen is made up of two sections: The top half is where you will enter all required information, and the bottom half will automatically calculate the total, based on what data is entered.
- Under the Stock/Sales tab, click Add Sale.
- The Salesperson and Date field should be automatically entered. Enter the Customer Name, or if they are not already in your system, click Add.
- Click Select along the vehicle line to choose which stock unit you are selling.
- If there is a Registered Owner (different to the operator), select or add that client.
- Enter the Sale Price.
- Stamp Duty and Purpose of Use field should auto fill based on the stock unit, but you can change if required from the drop down.
- If you have a Delivery Date, you can enter the details, and click Schedule to add to the delivery schedule.
From here you can save the sale, however there are more tabs in this screen you may want to include.
Sale Extras - These are any additional items included in the deal.
Trade In - Here you can enter details of a trade in the customer might have.
Deposits - This tab is used to add or refund any customer deposits.
Finance - This tab is used in the event of the customer receiving finance for the deal.
Parts - Used for any parts sold as part of the deal.
Notes - Any notes added here will display on the customers invoice.
Once you save the sale, the sale paperwork screen will appear
Related Articles
Navigating the sales list screen
How to add sales extras to a deal
How to add a trade in on a sale
How to add and refund a deposit on a sale
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article