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 Frequently
Asked Questions
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Table of Contents
How do
I ...?
General:
How do I put a vehicle into stock and add / view costs...?
Go to Purchases ~ Enter Vehicles into Stock.
Enter details of vehicle ~ Save batch to stock.
View details of Vehicle in Stock ~ Maintain Vehicles ~ Click on Costs TAB
How do I enter an Invoice from a Creditor...?
Go to Purchases ~ Purchase Invoices.
View the posted invoice in Creditors ~ Browse Transactions.
How do I enter a cheque from my cheque book...?
Go to Cashbook ~ Enter Transactions.
View the posted entry in Cashbook ~ Transaction Inquiries.
How do I pay for a Creditor Invoice...?
Go to Cashbook ~ Enter Transactions ~ Outward Entry ~Ledger Creditors
~ Select Creditor Account ~ Allocate payment to invoices.
How do I sell a vehicle...?
Go to Sales ~ Record New Sales Agreement for a RETAIL SALE
Go to Sales ~ Wholesale Vehicle Sales for a DEALER to DEALER SALE.
View details of payments due to sold vehicle in Debtors ~ Browse Transactions.
How do I allocate payments to a sale from a deposit book or bank statement...?
Go to Cashbook ~ Enter Transactions ~ Inward Entry ~Ledger Debtors
~ Select Debtor Account ~ Allocate payment to sale invoices.
Specifics
Stock ledger:
How do I edit a cost estimate on a vehicle...?
Go to Stock ~ Maintain Vehicles ~ Locate Vehicle ~ Click on COSTS TAB.
Click on EDIT and edit estimate as required.
How do I update the Yen Rate on Estimates...?
Go to Stock ~ Upate Stock Pricing
Enter Yen Rate ~ Select vehicle options on right i.e. all vehicles with estimates ~ Click
Apply New Rate.
How do I print a brochure...?
Go to Stock ~ Print Brochures ~ Enter Stock number(s) into filter ~ Preview ~
Print.
How do I attach photos to vehicles...?
Go to Stock ~ Match Photos to vehicles
How do I print a Window Card...?
Go to Stock ~ Form Printing
Click on Design to create a new window card template
Otherwise Select Window Card Form Type from list ~ Enter Stock number(s) ~ Preview ~
Print.
ENSURE YOU HAVE SELECTED THE CORRECT WINDOW CARD FORM IN YOUR DESIGN...and loaded the
window card form in the printer.
How do I make changes to window card prices, yard fees
etc...?
Go to Stock ~ Maintain Vehicles ~ Locate vehicle ~ make changes in necessary
fields.
or Go to Stock ~ Stock spreadsheet.
Select fields that you wish to change ~ Apply ~ List the stock numbers that need changing
and make necesary changes.
How do I print stocklists...?
Go to Stock ~ Reports
How do I change stock numbering...?
Go to Stock ~ Setup ~ Defaults ~ Change default settings as required
Stock can be numbered in different sequences ie Main pool from 1 and trades from 10000 for
example.
How do I keep track of vehicles coming from overseas...?
Go to Purchases ~ Shipping Updates
Use this screen to enter vehicles onto ships and track movement of ships
How can I calculate what a vehicle will owe me in my currency if I buy it
overseas...?
Go to Purchases ~ Import costs calculator.
This will give an estimated cost of the vehicle based on the overseas rate entered and the
template selected.
How do I find an invoice I've already loaded...?
For a Creditor Invoice: Go to Creditors ~ Browse Transcations.
For a Cashbook invoice: Go to Cashbook ~ Transaction Inquiries.
For a Sales Invoice: Go to Debtors ~ Browse Transcations.
How do I load a new Creditor or Debtor...?
Go to either Creditor's ~ Maintain Accounts or Debtor's ~ Maintain Accounts
How can I tell what I owe my Creditors...?
Go to Creditor's Reports ~ Aged balance report.
This will list all Creditors with balances outstanding.
How can I tell what I am owed by my Debtors...?
Go to Debtor's Reports ~ Aged balance report.
This will list all Debtors with balances outstanding.
How can I tell how much is left owing on a sold vehicle...?
Go to Sales ~ Reports ~ Outstanding Sales Report
How can I tell how much money I have in the bank...?
Go to Cashbook ~ Reports ~ Reconciliation Report.
This report defines your Bank balance if all cheques and deposits are recognised.
How do I load writebacks against traded
vehicles...?
Load the writeback when loading the sale...OR
Load the writeback when confirming the sale...OR
Load the writeback from Sales ~ Enter Writebacks.
How can I tell how much money I have in the
bank...?
Go to Cashbook ~ Reports ~ Reconciliation
Report.
This report defines your Bank balance if all cheques and deposits are recognised.
How do I complete a GST return...?
Invoice Basis GST...
Go to Debtor's Reports ~ GST Invoice Report ~ Select period.
Cash Basis GST...
Go to Cashbook Reports ~ GST Invoice Report ~ Select period
Go to Cashbook Reports ~ Cash Analysis ~ Select period ~
Select ledger code for GST Customs
Complete details onto GST101.
How do I get a Profit and Loss Report...?
This report is only available on posting the
subledgers to the GL
Go to General Ledger ~ Reports ~ General ledger Report.
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