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Setting up Stock profile Parameters

VSB company number: Click the ellipsis search button to select a Vehicle Stockbook Company.

General tab:

Sales type: Manually enter the Sales types that are to be included in the historical analysis.

History days: Enter the number of days since a vehicle has been sold to be included in the historical analysis.

Note: Please note that any vehicle at A status with an INVOICED flag of N or blank will always be included in the extract.

Stock profile mandatory fields: Use the drop down to select one of these options which determines what franchise data selection is mandatory when creating a Profile and when creating the Trade-in details in a Showroom Enquiry.

  • Franchise/Model/Model Analysis: A week is considered to start on a Monday and end on a Sunday.
  • Franchise/Model: A week is considered to start on a Monday and end on a Sunday.
  • Model Analysis: User defined dates can be entered.
  • Buttons:

    Exit: Returns to the SR STOCK PROFILING MENU.

    Help: Displays help on the current application in your default company browser.

    Create: Use Blank to create another parameter for a company and enter all the relevant details. Or use the copy option to create a copy of an existing parameter and amend as required.

    Amend: Allow to amend a loaded option.

    Confirm: In amend or create mode this becomes Save.

    Cancel: Only be enabled when in amend or create mode.

    Delete: Click to delete a pre loaded option.

    Message: Displays a message when in amend or when saving a record. For example, Record secured when in amend mode.

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