How to create a new sale in Aura

1. Click the Sale Tag icon to open the Sales List, then click Add.
   
   
   
2. Enter the Estimate Delivery Date if known.
3. On the right hand side, enter a RRP for the sale, and a Discount if applicable.
4. In the Client field, use the drop down to select the Client, or click Add New Client if they are not already in the system.
5. In the Stock field, use the drop down to select the Stock Unit being sold, or click Add New Stock if it has not been previously added.
6. To add a Registration Fee, in the Rego field, click Add Rego, then enter details as required.
   
   
7. Stamp Duty will auto calculate based off the entered stock unit, however you can change the Type and Purpose of Use if required.
8. If any Sales Extras are to be added, click Add Items in the Extras field, then select extras from the list.
9. If the customer has a Trade-in, click Add Items in the Trade-in field. This will then go through the prompts to add stock.
10. If the sale is being Financed, enter all relevant Finance Details in the Finance field.
    
    
11. To add any Deposits left by the customer, click Add Items in the Deposits tab. Then enter a Date, Payment Type, and Deposit Amount, and click Apply.
12. If there are Other Contract Conditions or Invoice Notes, type these in the applicable fields.
13. Click Save.
    
    

In the Preview and Print tab, you can select the relevant paperwork you wish to print.

In the Email Sale tab, you can select paperwork and email directly to the customer.

If you have subscribed to Esign with Ultimate, you can send relevant paperwork to the customer with the Esign capability through the E-Signing tab.

A record of all Esign emails sent will be kept within the E-Signing History tab.

Related Articles

Navigating the sales list screen in Aura

How to add a new stock unit in Aura