A vehicle can only be invoiced if it has been through the process of being confirmed and accepted. The status of the order must be A, otherwise an invoice can not be printed. This option is only available in CRM Vehicle Stocking.
Using the Find Customer Enquiry option, retrieve the order display the following:
Display it: You'll only be able to view the order, but not change anything.
Invoice the order: This will recall the order and allow you it invoice it.
Cancel the acceptance: This will un accept the order and change the status to O for ordered.
Amend it: This will allow you to edit the order.
Create supplementary order: This will allow you to Create a supplementary order.
Note: Click the required radio button to select an option then the next button will enable.
Select the invoice the order radio and click next this will the display the final summary screen and prompt a message "About to print" Are you sure all details are OK ?, Clicking on yes invoice the vehicle clicking cancel will remove message and allow the order to be amended. Displaying the Final Summary
Select File, Print Invoice, this will present the screen About to print invoice and the question Are you sure all the details are OK?.
Clicking Yes will present the screen Select item from list this will prompt you to select a vehicle invoice format which is the format of the document about to print, if only format exists this box will not appear.
Clicking OK will present the Deposit details, once all relevant information is entered select next. You will be prompted if any mandatory fields are left blank.
Clicking next will present the Invoice Details, once all relevant information is entered select next. You will be prompted if any mandatory fields are left blank.
Clicking next will presents, Showroom document printed. Question, Would you like another copy ? Yes or no, yes will print another copy and no will return you the customer enquiry screen
Note: Once a order has been invoiced the status of the vehicle will be moved from A to I for invoiced.
Using the Recall quotes option, select the invoice required for credit.
Vehicle already invoiced! Once the selected order / invoice has been selected a warning message will prompt - Vehicle already invoiced, return or click to resume.
Display only: View the details of the invoice.
Credit the invoice: This will produce a credit note for the invoice and leave it as a confirmed order.
Invoice: The Final Summary Screen will be displayed
File: Click on file and select print credit note.
About to print credit note: Question - are you sure you want to do this ?, Yes and Cancel are displayed. Cancel returns to the final summary and Clicking Yes will present the screen Select item from list this will prompt you to select a vehicle invoice format which is the format of the document about to print, if only format exists this box will not appear. Select required format and click the OK button.
Invoice details: These will be the same details as were entered when doing the invoice, you will notice some fields are now not editable as they can not be changed once invoiced. Click next on the Invoice Details. once all details have been entered.
Clicking next will presents, Showroom document printed. Question, Would you like another copy ? Yes or no, yes will print another copy and no will continue with the credit.
Sales Staff: Amend the sales staff here if different and click OK to continue or cancel to return to Find Customer Enquiry option
Tip: Click the drop down
button if you require to change details any where you see this option.
