Training Lab - Unit Sales and Management 1
Unit Sales and Management Lab 1
At the end of this lab you will be able to create a Unit Purchase Order, create a Vendor’s Invoice from the purchase order and stock the unit in from the Vendor Invoice.
Before you begin:
You will need to be logged onto DealerVu and be at the Start window of DealerVu.
In this exercise you will learn how to create a Unit Purchase Order.
1)From the Start window click the Unit Sales and Management link in the Department menu.
2)Click the Purchase Order Link in the Option menu
3)In the Purchase Order Filter window click the New Purchase Order icon.
4)In the Purchase Order click the Select Vendor icon.
5)On the Select Vendor window enter the name of the vendor that you will be buying the unit from.
6)In the Result pane on the Select Vendor window, double click on the vendor that you will be buying the unit from.
7)Once the Vendor is selected you will insert the unit onto the purchase order by clicking on the Insert Unit icon
8)Click on the year field and enter the year of the unit you are purchasing.
9)Click on the Make field then click on the ellipse […].
10)In the Make Model Sub Model window select your Make, Model, Sub-model and Sub sub-model. Then click Select.
11)Click on the Unit Type field then click the drop down arrow to select the unit type.
12)The quantity will always be one.
13) Factory options can also go on the order. To do this, click on the Insert Option icon in the option pane.
14)This will open the Select option screen.
15)Check the box to include a generic option.
16)Click on Refresh.
17)Select the options you would like to add to the unit from the list.
19)Select the Flooring Company from the drop down menu located under the Options Screen.
20)Change the status of the purchase order to Submitted and press F12 to save.
In this exercise we will learn to create a Vendor’s Invoice from the purchase order created in exercise 1 and how to stock the unit from that invoice.
1)From the purchase order filter window, find the purchase order that was created in Exercise 1 and double click on it.
2)With the purchase order open click on the New Invoice icon.
3)On the unit item line enter the cost of the unit per the manufacturer’s Vendor invoice.
4)If the manufacturer has issued a discount for this unit, enter the discount in the Discount field.
5)If freight has been charged enter the freight amount in the Freight field.
6)Compare the total of your vendor invoice with the manufacturer’s vendor invoice to make sure they are identical.
7)Change the status of the vendor invoice to Stocked. Press F12 to save the invoice.
8)This will open the unit details window. In the window enter the appropriate stock number.
9)Enter the new unit vehicle identification number (VIN).
10)Confirm that the proper unit type is selected.
11)Click on the Other Info tab.
12)Check the Full Info box.
13)Enter the suggested retail price in the Base field in the retail column.
14)Enter the amount of freight you want to charge on the deal.
15)If there are other fees that you would like to sell, enter them in the Other field.
16)Press F12 to save and stock the unit.
17)Close the Unit Detail window.