New HDC Dealer Trades Process Invoicing Requirements - Sales - New MC Wholesale
New HDC Dealer Trades Process Invoicing Requirements
Create 2 new GL accounts:
- You will need to create a new Sales account. You will call the new account ‘Sales - New MC Wholesale’
- You will need to create a new COGS account. You will call the new account ‘COGS – New MC Wholesale’
Please note: below is an example, accounts numbers should follow your GL Account structure.
When selling the unit to another dealership you will create a Unit sale. In the deal you will check the ‘Wholesale’ box:
Once the deal is in Capped Status, hit CTRL+H and go to the GL Transactions Tab. Here you will change the Sales and COGS account to the new Sales – MC Wholesale and COGS – MC Wholesale account you have created.
The accounts will also need to be linked in the Benchmarking and DOC account Setup screens.