Quote/Sell Unit - Unit Info - Step 1
This is the starting of the unit sales process. The legend or checklist to the left will be your guide to help you know what is coming and what has been done. Once the process gets past this frist step, you can return to this page to view, update, or change any field you need. To jump from one step to another, you will use the legend or the continue button if data is being submitted. Once you get a little further along in the process, you will use a special link named "view sales process". This will show you a master checklist with links to different sections of the process. All information that you enter will be held in memory until it is finally submitted in step 7. Until then, you may skip around, view different pages, whatever. Once again, the legend will help you know what is next or still needed.

Fields and values needed:

1. Stock - This is the stock number. Click on the link to view the unit detail page. The profit percentage is hidden in the front part of the stock number.

2. Invoice/Cart Type - Choose an invoice type from this list provided.

3. Quote/Sale Price - This is the actual saleprice of the unit. If you need to find out profit and profit percentages, check the note at the bottom of this help file for additional tips. Value must be numeric and may contain numbers and decimals.

4. Dealer Handling Fee - Must be numeric. To view location specific line items, click the link to the side of the field and look up the sold from location to see what to charge for D&H.

5. Collected Shipping - Numeric. This is shipping that is collected to help offset the cost of getting units moved around or transported from location to location.

6. Invoice/Sold Date - This is the actual date sold. This date will be used for the invoice date and unit sold date. Use the m/d/yy format for all dates.

7. Main Salesperson - Required. Choose the main salesperson from the list provided.

8. Other Salesperson - Optional. If the deal is a split deal, choose from the list provided. If not a split, leave blank.

9. Odometer Reading (miles) - This will only show up for vehicles but is required for paperwork. The value must be the actual miles and will be used on paperwork for the unit.

10 - Additional Notes - These are the main unit notes and may hold unlimited amounts of information. If there is a story to go along with what is happening, let us know.

There are also some hidden numbers that may be viewed by looking at the address bar of the browser (the first time a page is viewed). This is where the web site address is located (top of the browser).

They are:
pp=(some number) - this the profit percentage.
b=(some number) - this is the basis rounded to the nearest dollar.
p=(some number) this is the profit rounded to the nearest dollar.