Search Units In Inventory
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This is the main search page for the units that are in inventory or status = "Inv". As a special note - the stock/unit "basis" (default general cost) should be used for all normal reports instead of the "actual base price" (only used for insurance, bank, or other financial reports). This is especially true if you are in sales. All profits are figured off of the "basis". This allows a stock unit to hold or carry other outside costs that may not have been incurred when it was originally purchased. The basis includes the base price, any shipping, any interest, any outside repairs (work done to it), any internal tickets (parts and labor), adjustments, and other miscellaneous costs. Think of the "basis" as the everything or general cost of the unit.
The page is divided into four main parts. Part 1 (top mini form) is a basic unit or stock search form. Enter the unit/stock number and click the go button. Part 2 is the basic unit search form. This is found in the upper left-hand corner. This form will return a pre-built report that shows basic unit information. The more fields you fill out, the tighter the search. To add more than one stock number, use a comma (,) to separate the stock numbers. Ex: 5000,5020,7113 Part 3 is the quick links found in the upper right-hand corner. These are links directly to the pre-built reports and divided by main inventory type and sub inventory type. Simply click the sub inventory type and all units will be shown. If you need to further tighten your search, use the form at the top left or the advanced form at the bottom of the page. Part 4 is a custom report builder for current inventory. Check any field that you would like have show up on the report. Then filter the report by selecting from the options. None of the fields are required, but they will help filter or limit the results. Additional search capability is built into the text fields (vin, model, configuration, and color). If you don't know the entire field value, enter what you know and the application will fill in the gaps as much as possible. The report also has a two way search to help you sort the results according to your needs. The filter by stock field can hold multiple stock numbers if needed. Enter a single stock number or multiple stock numbers separated with a comma. No text characters other than stock numbers and commas will work. Ex: Say you wanted to get four stock numbers. Enter 10,12,75,110 (substitute your stock numbers for the example numbers.) All reports should use the basis as the current value of the unit. If you wish to use the actual base price as a report value, you need to add some special code to the search page name in your web browser. This is very simple to do but purposely taken out of the normal page flow. This is only for special reports and should not be given to salesperson because it might be confusing between base price and basis. The following string of text needs to be added to the page name in the web address bar (where you see the http://www... address). The page name is search_current_inventory.cfm. To make the actual base price value show up, you must add "?base=yes" (without the quotes) and then hit your enter key. It will look like the following: search_current_inventory.cfm?base=yes If you are good creating bookmarks or favorites, you might want to save the page for future use. Once again, please use the basis for all general reports. The base price is only for admin reports. |