Recommended sales end of year processes

Modified on Tue, 27 May at 9:47 AM

This guide is intended to give you a list of suggested processes that should be followed within the sales department at the end of financial year.

Review and manage

Review all sales and ensure that delivered sales in the closing financial year are finalised
Perform a stocktake on all vehicles
Ensure all acquisition costs and vehicle costs are entered if acquired in the closing financial year
Review sale extras pricing and update if required
Update traffic authorities registration and acquisition costs
Review aftercare pricing and update if required
Perform an internet fees update

Reports to print off