Click here to see the details of the Accept Customer Orders form.
Accept Customer Orders allows the user to download vehicle orders confirmed through Showroom into vehicle administration. There are three functions available:
Accept and Create pricelist orders.
Accept New and Used stock orders
Find Stock matching pricelist orders with new vehicle stock so they can be used rather than ordering a duplicate vehicle from the manufacturer.
To Accept customer orders use the following instructions:
Tip: Enter search criteria required, then click on the
this will find order required, by criteria selected. (Search criteria are Customer Name, Order Number or Vehicle Description).
Note: If the Accept button is not highlighted, click on the Error button, to identify why the order cannot be accepted.
The accept icons are enabled or grayed out dependant on what type of order is being accepted.
Pricelist orders for New vehicles enables the Accept and Create and Find Stock icons.
New and Used Stock orders enables the Accept icon only.
The Find Stock icon is only available when using the New vehicle orders. This matches pricelist orders with new vehicle stock so they can be used rather than ordering a duplicate vehicle from the manufacturer.
Select the required icon and follow the on screen prompts.
The Find Matching Stock process is only available by selecting the Find Stock button within New vehicle orders. It matches pricelist orders with new vehicle stock so they can be sold rather than ordering a duplicate vehicle from the manufacturer, hence reducing stock overheads.
Note: Find Matching Stock checks the specifications of the Showroom order and the Vehicle Stock Record to match a Colour, Trim and any Factory Fitted Options. So if your pricebook order is for the same vehicle as is in stock and the order has the same Colour, Trim and Factory Fitted Options as the stock vehicle, with the same invoice value, tax and cat tax a match is found if free stock exists. However if an actual cost has been received on an Non Recoverable cost line, you will not see that stock vehicle as a match.
To find matching stock use the following instructions:
Note: If the Accept button is not highlighted, click the Error button to identify why the order cannot be accepted.
. The Matching stock results from the default Vehicle Stockbook company are displayed, if available.
Note: If there are no matching results for the default company click on the drop down button and select a different Vehicle Stockbook company. The results are automatically refreshed.
