Accessed via Terminations / Re-Marketing / Vehicle Re-Marketing and selection of the Basic Details Tab.
Selection of the Basic Details Tab enables the entry of the basic Sale details.
The Basic Details Tab Dialogue Box displays the following fields:
The Sales Ledger account to which the vehicle sale is posted. This may be a general account used for vehicle sales (and the name and address overwritten on the invoice itself) or it may be the actual Sales Ledger account of the purchaser.
The account code may be entered directly or the ellipsis button immediately to the right of this field displays a Customer Accounts List Box from which the appropriate account code may be selected.
Displays the Invoice Name associated with the selected Sales Ledger Account.
Displays the Invoice Address associated with the selected Sales Ledger Account.
Displays the Invoice Address postcode associated with the selected Sales Ledger Account.
Automatically defaults the registration number of the vehicle sold. This may be overwritten if required.
The sale date of the vehicle. This is picked up as the invoice date to the customer.
The Sales Location code field for denoting the sales area type from which the sale is made for example, ADT ADT Auctions, PRIPrivate Sale or WEB Online Auction. This enables reporting on the location from which the best returns are obtained for vehicles on the fleet. A single-left-click (or TAB) enables entry into this field and enables the
search button. The location code may be entered directly or by clicking-on the
The Sales Location codes are set-up within Terminations / Miscellaneous Options / Sales Locations.
The source of the costing of the vehicle for example, CAP, Glasses Guide, etc.
The trade source code may be entered directly or by clicking-on the ellipsis (...) button to the right of the field a Trade Sources search form is displayed that enables selection from the current available source codes. The cursor is located in the search field. Key part or all of the required trade source code and select the Trade Source command button. Sources matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Basic Details Tab .
The Trade Source codes are set-up within Terminations / Miscellaneous Options / Trade Sources.
The condition of the vehicle. Valid codes are displayed in the status bar at the bottom of the screen .i.e. Good, Average or Bad.
Valuation of the vehicle's condition. This is derived from the trade source.
The value of the Gross Realisation plus the VAT on Gross fields. This is not an editable field. Any alteration to this field must be carried out by amending the values of which it is composed.
The actual value being received for the vehicle from the client.
The value of the Road Fund Licence as it is sold on to the new customer buying the vehicle. This creates a separate line in Ipend.
Defaults-in the appropriate code set for this type of vehicle i.e. Standard rate for commercial vehicles and Exempt for non-commercial. This code may be amended if incorrect by selection of the ellipsis button immediately to the right of the field; this displays the VAT Rates List Box from which the appropriate code may be selected.
This field is automatically completed by the system according to the value input in the Gross Realisation and the Gross VAT Code fields. The value may be edited if required.
A free-format text area containing three lines of thirty characters each. This is used for printing on the invoice if the standard format is used.
The following CAP values form are only displayed if the Use CAP Black Book check box is selected within the Details Tab in Terminations / System Maintenance / System Parameters.
Following entry of a value within the Disposal Mileage field the CAP valuation icon is enabled. On clicking the icon the user is presented with CAP valuations. By double-clicking any valuation (apart from Retail) the Guide value field is updated with the valuation selected and the Condition field is updated with one of the following codes:
- Good
- Average
- Bad
The imported CAP Black Book value for vehicles in good condition.
The imported CAP Black Book value for vehicles in average condition.
The imported CAP Black Book value for vehicles in below average condition.
The imported CAP Black Book value for vehicles to be sold at retail value.
The age of the vehicle with regard to the month of production.
The age of the vehicle with regard to the year of production.
The current lease type code and description associated with the selected vehicle.
Calculated Costs