To create a UV sales order, you can follow the same steps as you did for UV proformas.
To access the sales order form, you can go:
- From the DEALS menu
- From a contact card
- Convert a proforma into a sales order
- From STOCK
FROM THE DEALS MENU
From the homepage click on the DEALS menu and then click on X and on UV Sales order.
The following steps are then like the UV proforma. After having chosen whether you wish to create a new deal and after having indicated the contact’s name, you access the data entry form.
FROM THE CONTACTS MENU
From the CONTACT menu, find your contact, then in their form’s menu, click on the + of the DEALS tab, then choose UV Sales order.
FROM A PROFORMA
From the DEALS menu, find the proforma to convert into a sales order. Choose the proforma. At the end of the line, click on ACTIONS, then on Convert into UV sales order.
All the proforma information will be automatically transferred into the sales order. This is the recommended way of creating a sales order to not re-enter data.
FROM STOCK
As for a proforma, you can create a sales order for a single used vehicle (by clicking on the icon) or for several (by adding them to the cart). Note, it is not possible to create a sales order on a vehicle reserved by somebody else or assigned. The pictogram then appears greyed out.