How To Documents: What is the Year End procedure? Answer: Year End Procedure – Dealership
1. Set up your Fiscal Calendar. This should be completed within the two months prior to your Year End. From ...
Documentation: Year End Procedure Answer: Year End Procedure – Dealership 1. Set up your Fiscal Calendar. This should be completed within the two months prior to your Year End.From the top ...
Documentation: VENDOR UPDATE - Manufacturer Answer: VENDOR UPDATE Vendors are companies and people that you purchase products from for your dealership. Peartree Dealership tracks vendors in a similar manner to customers. Any field ...
Documentation: Updating Costs with PO Receive Answer: Updating Costs with PO Receive: When receiving product through PO receive (purchasing>process PO>PO receive), you can update a part’s cost based on the vendor’s cost ...
Documentation: To apply the payment to the invoice Answer: To apply the payment to the invoice, go to [Finance], [Receivables], [Update], then[Payment Update]. Enter the Customer ID. Choose the Payment Form from the drop-down list. Delete all ...
Documentation: Unit Inventory Administrative Tables Answer: Inventory – Units – Administration – Product Classes- Same window as Inventory – Parts – Administration – Product Classes.- This window has two purposes:o Accounting ...
Documentation: Units Module Answer: UNITS A Unit is anything that has a Serial Number or can be repaired. Anything else is a Part. Managing your unit inventory is easy with Dealership. ...
Documentation: TAXES Answer: TAXESTax Setup is multi-layered. System Admin – Configuration - Tables – Tax – Index Main Code:- Shows the Main Code created in this window.- Can group different ...
Documentation: SERVICE Answer: Dealership features a complete service department management system. It is very easy to use, yet offers extensive functionality. · Create and manage quotes. · Track the progress ...
Documentation: PURCHASING Module Answer: ContentsPurchase OrdersPurchasing – Update POCreate a New Purchase OrderPurchasing – Process PO – PO ReceiveInquiries and Reports This section refers to the Purchasing module of Dealership. ...
