Inventory - Store Transfer and Unit Class Change
Inventory – Units – Update – Store Transfer
If a Dealership has more than one Store and they are listed as different locations on the same database, usually because the inventory needs to be kept separate, the system allows the Inventory to be transferred back and forth between stores. All costs (Base Cost, Internal Work Orders, Other Costs, etc.) for the Unit are transferred to the Receiving Store.
Unit ID:
- Manually enter the ID to be transferred or click the underlined link to choose from the Table.
- If the Unit entered is Sold or Serviced an Error message will appear.
- All Unit information defaults in from the Unit ID and cannot be edited in this window.
Transferring Store:
- Initial store from which the Unit is transferring.
- Choose from the dropdown.
Receiving Store:
- Store where the Unit is transferring.
- Choose from the dropdown.
- If the same Store is chosen, an Error message will appear.
Submit:
- Saves the information entered.
Clear:
- Clears any information entered on the screen.
- Any new information that has not been submitted will be lost.
Inventory – Units – Update – Unit Class Change
New to Version 6. If the incorrect Codes are noticed before any Costs have been added, Unit Class can be changed in the Inventory Unit Update window. Use this window if Base Costs, Other Costs, Internal Work Orders and so on have been added to the Unit otherwise the proper GL Accounts will not be updated.
Unit ID:
- Manually enter the ID or click the underlined link to choose from the Table.
- Sold or Serviced Units will not appear in the Table. If one such Unit is manually entered an Error message will appear.
- All Unit information, along with Costs and Rebates, will appear in the upper part of the window.
- This information is not accessible from this window.
New Class:
- Manually enter the Code or click the Underlined link and choose from the Table.
- When New Class is entered will receive the following pop up window:
Transaction Date:
- Defaults to the current date.
- Can be changed manually.
- The changed date (past, present, or future) must be in the Fiscal Year showing or will receive an Error message.
Fiscal Period/Fiscal Year:
- Defaults from the current Fiscal Year on the system.
- Cannot be edited in this window.
Base Cost/Other Costs/Rebate Total (-)/Int. Work Orders :
- Default in from other windows.
- Cannot be edited in this window.
Total Cost:
- Base Cost + Other Costs – Rebate Total + Int. Work Orders
- Cannot be edited in this window.
Cost Code:
- Will show the Code of the last Cost Code showing in the upper Cost Code Table.
- Cannot be changed or will receive an Error message.
- Either click the + Button in the Title Row or tab through the existing row till the new row appears.
- Manually enter the new Cost Code or click on the Underlined link and choose from the Table.
- Make sure the correct Inventory GL Account and Cost of Sales GL Account are attached to the New Class.
- If the incorrect Cost Code is used will receive an Error message.
Cost:
- The Reversed Total of all the Costs in the upper Cost Table.
- Cannot be changed or will receive an Error message.
- Enter the original cost of the old Cost Code.
Description:
- Will show as Reverse Class: ‘Old Class Code’ Total.
- Cannot be changed or will receive an Error message.
Description:
- Description will default in from the Cost Code entered.
- Cannot be changed.
- Once a new Cost Code has been added, Description will default in from the Cost Code entered.
- Cannot be changed.
Continue adding Cost Codes for the New Class till the lower Cost Code Table matches the upper one.
Rebate Code:
- Will show the Code of the last Rebate Code showing in the upper Rebate Code Table.
- Cannot be changed or will receive an Error message.
- Either click the + Button in the Title Row or tab through the existing row till the new row appears.
- Manually enter the new Rebate Code or click on the Underlined link and choose from the Table.
- Make sure the correct Revenue GL Account and Rebate Inventory Account are attached to the New Class.
- If the incorrect Rebate Code is used will receive an Error message.
Rebate Amt:
- The Reversed Total of all the Rebates in the upper Rebate Table.
- Cannot be changed or will receive an Error message.
- Enter the Rebate Amount.
- A Rebate Code must be entered before the Rebate Amt or an Error message will appear.
Rebate Description:
- Will show as Reverse Rebate: ‘Old Class Code’ Total.
- Cannot be changed or will receive an Error message.
- Once a new Rebate Code has been added, Description will default in from the Rebate Code entered.
- Cannot be changed.
Continue adding Rebate Codes for the New Class till the lower Rebate Table matches the upper one.
Submit:
- Enters the new information into the system.
Clear:
- Clears the window.
- Any new information that has not been submitted will be lost.