Training Lab - Unit Purchase Order 2

Training Lab - Unit Purchase Order 2


DealerVu Training
Unit Purchase Order Lab 2

 
Objective(s)
At the end of this lab, you will learn how to receive a unit into inventory and how to use the purchase order filter to find existing purchase orders and vendor invoices.
 
Before you begin
You will need to be logged under the training mode of DealerVu and be on the home page. To get there, open DealerVu. When the login window appears, click Cancel. Then, click on Tools -> Training Mode. The Login window will appear again. Enter you ID and password and click OK. You will now see a red box at the bottom of each window that says “Training Mode”.
 
Exercise 1
 
In this exercise, you will learn how to stock in a unit by creating a vendor invoice from the purchase order.

1. On the Purchase Order filter window, enter the PO number you created in exercise 1 of "Unit Purchase Order Lab 1". Click Refresh and double-click on the PO;
2. This will open the purchase order. Click on the Create PO Vendor Invoice icon;
3. The flooring company that was chosen on the PO will now be the vendor for this invoice;
4. Enter the Invoice/Packing Slip number in the Invoice # field;
5. Verify the unit information to make sure it is correct;
6. Go to the Status field and change the status from Open to Stocked;
7. Click the Save icon to save the invoice. The Unit Detail Screen will pop open;
8. Enter any missing information such as the VIN, the exterior and interior colours, location, etc…;
9. To assign a stock number to the unit, unlock the field by clicking on the gold lock, then enter the number. Click the green lock to lock the stock number again;

10. Click on the Other Info tab;
11. Check the Full Info box and verify that the suggested retail price and the base field are correct in the retail column;
12. Enter the amount of freight you want to charge on the deal;
13. If there are other fees that you would like to charge, enter them in the Other field;
14. Once all the information is in, press F12 to Save the unit details. Closing the Unit Detail screen will return you to the vendor invoice.

 
Exercise 2
 
In this exercise, you will learn how to access the Purchase order filter window and how to look up purchase orders and vendor invoices for a specific vendor.

1. From the DealerVu home page, click on the Unit Sales and Management link;
2. Click on Unit Purchase Orders in the right panel;
3. In the Vendor name field, enter the name of the unit vendor that was chosen for exercise 1 of "Unit Purchase orders Lab 1";
4. Deselect the Start Date field;
5. Click on Refresh;
6. You will get a list of all purchase orders that have been done for the selected vendor;
7. In the search results of the Purchase Order filter window, click on the column heading called “Date”;
8. This puts all purchase orders and vendor invoices in order of oldest to newest;
9. Clicking on the column heading called “Date” a second time will put all purchase orders and vendor invoices in the order of the newest to oldest. 

 
Exercise 3
 
In this exercise, you will learn how to look up purchase orders and vendor invoices from a specific date range.

1. From the DealerVu home page, click on the Unit Sales and Management link;
2. Click on Unit Purchase Orders in the right panel;
3. In the Start Date field, click the down arrow and select the 1^st of the current month;
4. In the End Date field, click the down arrow and select the last day of the current month;
5. Click the Refresh button;
6. You will get a list of all purchase orders and vendor invoices that were created within the current month.

 
Exercise 4
 
In this exercise, you will learn how to look up purchase orders and vendor invoices that have been submitted and which contain a specific model.

1. From the DealerVu home page, click on the Unit Sales and Management link;
2. Click on Unit Purchase Orders in the right panel;
3. In the Model drop down field, select the model that was added to the Unit Purchase Order from the “Part Purchase Order Lab 1”, exercise 1;
4. In the Status field, use the drop down and select Submitted;
5. Uncheck the Start Date field;
6. Click Refresh. A list with all purchase orders and vendor invoices that have this model on them and for which the status is “Submitted” will be displayed.